Sales Assistant
3 weeks ago
N2H Registered Sales Assistant – Horsham, PA (March 2024)
A successful team of Financial Advisors in Horsham, PA is seeking a qualified professional to join their team in the vital role of Sales Assistant in the Horsham office.
This position requires excellent customer service and critical thinking skills which help the candidate to confidently provide information to the advisor and clients in a dependable, efficient, and professional manner.
Candidates must be extremely organized, meticulous and a self-starter.
Responsibilities:
• Responsible for initiative-taking client contact which includes communication by phone and email.
• Assist clients with service needs, including general account questions, account and beneficiary changes, loans, and withdrawals.
• Schedule and confirm client appointments by email and phone.
• Client appointment preparation – appointment agendas, running performance reports, gathering proper paperwork, etc.
• Document all client interactions via CRM.
• Execute marketing tasks, as needed.
• Assist with various on-location events as needed.
• Submit correspondence and sales material to compliance for review.
• Ensure that Required Minimum Distributions are scheduled and taken.
• Inform financial advisor of client issues.
• Stay apprised of industry and company rules and regulations.
• Attending branch operations meetings and sales assistant conferences.
• Other projects and tasks as assigned.
Skills Required:
• Ability to develop strong client relationships.
• Excellent oral and written communication skills
• Ability to work independently.
• Problem solver and critical thinker
• Ability to anticipate client and advisor needs.
• Capable of working under deadlines
• Ability to do research to answer questions.
Software Used:
• Sales Force, Albridge, Broadridge, Investment and Insurance company websites, Microsoft Office Suite, Morningstar, Financial Planning software
Knowledge/Experience:
• At least 2 years of previous experience in sales support
• Investment/brokerage operations experience
• Customer service experience
• Thorough knowledge of mutual funds and retirement plans
• Industry experience and Series 6 or 7 and Series 63 registrations required.
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