Financial Products Licensed Sales Representative I Jobs
What does a Financial Products Licensed Sales Representative I Do?
The Financial Products Licensed Sales Representative I assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative I requires series 6 and 63 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative I may require a bachelor's degree or its equivalent. Typically reports to ...a supervisor or manager. Working as a Financial Products Licensed Sales Representative I typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed.More Show Less
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