| Sales Representative III - Licensed Job Description |
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| The following is a full job description for Sales Representative III - Licensed. Here are the requirements and responsibilities for Sales Representative III - Licensed along with statistics. If after reading this page you determine that Sales Representative III - Licensed is not the position you are looking for, you may want to try one of these similar titles: Sales Representative III - Licensed, Sales Support Representative III, Sales Representative III, Sales Support Representative IV, Sales Representative I, Inside Sales Representative III, Sales Representative I - Licensed, Sales Representative II - Licensed, Sales Support Representative I, Sales Support Representative II |
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| Requirements and Responsibilities For Sales Representative III - 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. Work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. Typically requires 4 -7 years of related experience. |
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| Also referred to as: Financial Products Licensed Sales Representative III |
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| Similar Jobs: Sales Representative III - Licensed, Sales Support Representative III, Sales Representative III, Sales Support Representative IV, Sales Representative I, Inside Sales Representative III, Sales Representative I - Licensed, Sales Representative II - Licensed, Sales Support Representative I, Sales Support Representative II |
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| Level of Education: Sales Representative III - Licensed Salaries with No Diploma, Sales Representative III - Licensed Salaries with a High School Diploma or Technical Certificate, Sales Representative III - Licensed Salaries with an Associate's Degree, Sales Representative III - Licensed Salaries with a Bachelor's Degree, Sales Representative III - Licensed Salaries with a Master's Degree or MBA, Sales Representative III - Licensed Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Financial Services, Insurance | |
