Financial Products Licensed Sales Representative III

Financial Products Licensed Sales Representative III Jobs

What does a Financial Products Licensed Sales Representative III Do?

The Financial Products Licensed Sales Representative III 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 III requires series 7 and 66 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative III may require a bachelor's degree or its equivalent. Typically repor ... ts to a manager or head of a unit/department. Working as a Financial Products Licensed Sales Representative III typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. More
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