Financial Products Licensed Sales Representative II

Financial Products Licensed Sales Representative II Jobs

What does a Financial Products Licensed Sales Representative II Do?

The Financial Products Licensed Sales Representative II 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 II requires series 6 and 63 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative II may require a bachelor's degree or its equivalent. Typically reports ... to a manager or head of a unit/department. Working as a Financial Products Licensed Sales Representative II typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. More
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