Sales Support Associate

What we need: This role supports the Registered Financial Services Sales Representative’s business with day‑to‑day administrative assistance while enhancing the service experience of clients. This role requires FINRA licensing within 12 months of hire to allow the incumbent to expand the client support provided to the Representative. What you will do: Act as a liaison between the representative and their clients. The type of support is dictated by whether the incumbent is FINRA licensed. As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative. Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages. Maintain representative’s file organization. What you will learn: Products and services including Mutual Funds, Annuities and Life Insurance Retirement products including IRAs and 403(b)s College funding products including ESAs and 529 plans Asset allocation strategy Time value of money Prospecting and telephone techniques (if you become FINRA licensed) Compliance training What you need to have: High School diploma or equivalent Some college preferred FINRA licensing required (S6/S63/Life/Health) within 12 months of hire. Training will be provided. Strong verbal communication skills with a customer‑service focus Strong organizational skillsAbility to meet deadlines Proficient use of Microsoft Office including Word, Excel and PowerPoint What you should expect: We are a fast‑paced but fun environment where you can expect to learn a great deal and can feel good about making a positive difference in the financial lives of individuals across the country. Benefits: Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers employees the opportunity to plan ahead for a strong financial future well beyond their working years. #J-18808-Ljbffr