| Sales Representative II - Licensed Job Description |
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| The following is a full job description for Sales Representative II - Licensed. Here are the requirements and responsibilities for Sales Representative II - Licensed along with statistics. If after reading this page you determine that Sales Representative II - Licensed is not the position you are looking for, you may want to try one of these similar titles: Sales Representative II - Licensed, Sales Representative II, Sales Support Representative II, Inside Sales Representative II, Sales Representative I, Sales Representative III, Sales Representative I - Licensed, Sales Representative III - Licensed, Technical Sales Representative II, Contact Center Representative II |
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| Requirements and Responsibilities For Sales Representative II - Licensed |
| Conducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Maintains a broad understanding and detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's characteristics and benefits, and makes recommendations that align with the customer's financial objectives. May require a bachelor's degree. Completion of the FINRA Series 6 Investment Company Products/Variable Contract Limited Representative qualification exam and any required state licensing is required. Also requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Typically reports to a supervisor or manager. Occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Typically requires 2 -4 years of related experience. |
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| Also referred to as: Financial Products Licensed Sales Representative II |
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| Similar Jobs: Sales Representative II - Licensed, Sales Representative II, Sales Support Representative II, Inside Sales Representative II, Sales Representative I, Sales Representative III, Sales Representative I - Licensed, Sales Representative III - Licensed, Technical Sales Representative II, Contact Center Representative II |
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| Level of Education: Sales Representative II - Licensed Salaries with No Diploma, Sales Representative II - Licensed Salaries with a High School Diploma or Technical Certificate, Sales Representative II - Licensed Salaries with an Associate's Degree, Sales Representative II - Licensed Salaries with a Bachelor's Degree, Sales Representative II - Licensed Salaries with a Master's Degree or MBA, Sales Representative II - Licensed Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Financial Services, Insurance | |
