2008-01-27, 3:38PM CST
Primary Responsibilities Include:
Developing, maintaining and supporting the sale of Banking, Investment and Insurance products and services.
Selling Life insurance, Annuity, health insurance, mutual funds, and as stockbroker provides investment advices.
Generating and following-up on leads
Working with prospective and existing customers to assess financial needs.
Completing Transactions with customers or referring customers/prospective customers to Affiliates
Assisting customers with opening accounts
Ensuring compliance with Company and regulatory requirements and guidelines
Conducting community-based Networking, local area Promotional Campaigns, Outbound Telemarketing and targeted Direct Marketing
Managing and updating the Company's Tracking Systems and Contact Management Databases to maximize Sales productivity and ensure that Sales and Marketing Programs are effectively executed.
A Successful Candidate Will Have:
ssociate's degree
1+ year(s) of related experience or other types of sales experiences.
NASD Series 6 and/or 7 license, NASD Series 63 license or we will help you get licensed.
Annuity license and state-specific Insurance licenseor we will help.
Excellent Sales skills
Ability to ask for and close the business
Strong interpersonal and verbal/written communication skills
Basic PC skills
Knowledge of Microsoft Windows and the Internet
Familiarity with Sales Tracking and/or Customer Contact software systems
Competency and experience in the use of technology
Excellent time-management skills
Detail-orientation
Self-motivation
Knowledge basic Banking and Banking products
is better if can speak both Chinese/English, because our customer require bilingual lauguage.
Location: sc
Compensation: unlimited
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
- Location: sc
- Compensation: unlimited
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
PostingID: 553623272
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It is ok to contact this poster with commercial interests.
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