Sales Assistant

2 weeks ago

Sacramento, California, United States Atria Wealth Solutions Full time
Job Description

At Atria Wealth Solutions, we are seeking a highly skilled Sales Assistant to join our team in the Sacramento, CA area. As a Sales Assistant, you will play a crucial role in providing exceptional member service and sales support for our Investment & Insurance Services group.

Responsibilities
  • Coordinate with Financial Advisors and branch staff on referral reports, meetings, and other investment and financial services-related training.
  • Conduct research on client and security information while maintaining and updating members' brokerage accounts, securities, and mutual funds.
  • Research and follow up on client documentation for proper maintenance of the accounts.
  • Analyze reports and statements to determine and offer appropriate solutions, options, and resources to members, Financial Advisors, and staff.
  • Prepare letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
  • Ensure overall professional appearance, including work area, over the phone or in face-to-face contact with members, other employees, or vendors.
  • Follow up on any appointment leads (branch referrals, website, seminars, etc.).
  • Calls clients and prospects and makes appointments for the representative.
  • Processes incoming client mail, paperwork, and other items to support the representative.
  • Assists representative with back-to-representative service items.
  • Maintains calendar for the representative.
  • Performs service duties for representative, which may include monitoring assigned representatives' emails and voicemails for follow-up items, which may include prioritizing emails and voice mails, scheduling related appointments, and/or conducting the necessary follow-up to the emails or voice mails.
  • Works with compliance to administer and track any advertising approvals as needed.
  • Prospects for clients within clearly defined markets.
  • Manages scheduling, planning, and tracking of attendees for seminars and workshops.
  • Assists Financial Advisor with travel arrangements and other travel-related items.
  • Fosters and supports relationships with clients.
  • Listens effectively and empathetically to Financial Advisor, prospects, and clients, gathering facts, making written notes when appropriate, and analyzing total needs of the client or representative.
  • Works closely with other personnel and assistants to build program.
  • Supports entire program and pitches in when other assistant(s) are out, if applicable.
  • Sets and keeps consistent office hours.
  • Supports Atria Wealth Solutions Mission and Corporate Values.
  • Other projects and duties may be assigned.
  • Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Atria Wealth Solutions' policies and procedures.
Qualifications
  • AA degree in Business preferred or equivalent.
  • At least two (2) years of job-related work experience.
  • Occasional travel to branch locations. Must have a valid CA Class C license.
  • Familiarity with financial and investment terms, products, and markets preferred.
  • Proficient in MS applications such as Word, PowerPoint, Excel.
  • Proficient in Financial program software such as Unio or NetX Pro.
  • Strong communication skills/proficiency.
  • Bilingual, in both written and oral, a plus.
Compensation
Target Base Pay: $22.00 - $23.00 / per hour

We Offer
Physical Health:
  • Exceptional Medical, Dental, Vision, and Life Insurance benefits
  • Onsite fitness center at HQ and rewards for completing wellness-related activities
Financial Health:
  • Competitive compensation packages with bonus opportunity
  • 401(k) with 3% Safe Harbor and 5% employer match
  • Discounts on loan products
  • Tuition reimbursement
Emotional Health:
  • Employee Assistance Program (EAP)
  • PTO for part-time and full-time positions
  • Paid holidays
Personal Development:
  • On-the-job training and skills development
  • Internal transfer opportunities for career growth
  • Volunteer work
  • Flexible work arrangements available for specific positions

Atria Wealth Solutions is an Equal Opportunity Employer including individuals with disabilities and protected veterans

**Representatives are employed by Atria Wealth Solutions and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.

CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable, 25-year track record of serving the investment needs of credit unions and their members. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.

Powered by JazzHR

hW7x6w8i

  • Sales Representative

    2 weeks ago

    Sacramento, California, United States Donaghy Sales LLC Full time

    Job DescriptionWe are seeking a highly motivated Sales Assistant to join our team at Donaghy Sales LLC. As a Sales Assistant, you will be responsible for providing sales assistance and relief while maximizing and promoting sales of supplier brands to accounts through effective account management, sales execution, and communication.Key...

  • Retail Sales Representative

    2 months ago

    Sacramento, California, United States Donaghy Sales LLC Full time

    Job OverviewObjective: The primary aim of this role is to deliver exceptional sales support while enhancing and advocating for the sales of supplier brands to various accounts through proficient account management, effective sales execution, and clear communication, all while ensuring outstanding customer service.Key Responsibilities:Demonstrate a high level...

  • Merchandising Assistant Manager

    3 weeks ago

    Sacramento, California, United States Donaghy Sales LLC Full time

    Job OverviewDonaghy Sales LLC is seeking a highly skilled Assistant Merchandising Manager to join our team. The successful candidate will be responsible for managing a team of front-line employees to merchandise a diverse portfolio of products to key retail accounts.Key Responsibilities:Maintain accurate inventories, code dates, and out-of-stock for assigned...

  • VP of Market Sales

    1 month ago

    Sacramento, California, United States Flowers Bakeries Sales of NorCal, LLC Full time

    Job Title: VP of Market SalesFlowers Bakeries Sales of NorCal, LLC is seeking a highly skilled VP of Market Sales to join our dynamic sales team. As a key member of our organization, you will be responsible for driving sales growth and revenue expansion across assigned markets.Key Responsibilities:Develop and execute sales strategies to achieve business...

  • VP of Market Sales

    2 weeks ago

    Sacramento, California, United States Flowers Bakeries Sales of NorCal, LLC Full time

    Job SummaryThe Vice President of Market Sales is responsible for driving positive results around key performance indicators across assigned markets. This role requires flexibility to work during non-traditional hours and may involve overnight travel up to 50% based on business needs.Key ResponsibilitiesExecute sales strategies across all channels, including...

  • Sales Assistant

    3 weeks ago

    Sacramento, California, United States Hearst Full time

    Job Title: Sales AssistantHearst Television is seeking a highly organized and detail-oriented Sales Assistant to join our team. As a Sales Assistant, you will play a crucial role in supporting our sales team in processing advertising contracts, generating support materials, and coordinating the scheduling and launch of advertising...

  • Sales Assistant

    3 weeks ago

    Sacramento, California, United States Hearst Full time

    Job Title: Sales AssistantHearst Television is seeking a highly organized and detail-oriented Sales Assistant to join our team in Sacramento, CA. As a Sales Assistant, you will play a crucial role in supporting our sales team in processing advertising contracts, generating support materials, and coordinating the scheduling and launch of advertising...

  • Sales Assistant

    2 weeks ago

    Sacramento, California, United States The Rockridge Group Full time

    Job DescriptionAt The Rockridge Group, we are seeking a highly skilled Sales Assistant to join our team. This role will provide support to our Sales Team in meeting and exceeding revenue goals.Key Responsibilities:Develop and maintain strong relationships with our internal personnel and external clients.Provide exceptional customer service and follow up on...

  • Parts Sales Assistant

    2 weeks ago

    Sacramento, California, United States Global Machinery Full time

    Global Machinery is seeking a skilled Parts Sales Assistant to join our Sacramento team. As a key member of our parts sales team, you will be responsible for assisting in the sale of repair parts and resale merchandise.The ideal candidate will have experience in construction and industrial equipment, with a strong understanding of rental software and vendor...

  • Sales Assistant

    2 weeks ago

    Sacramento, California, United States The Rockridge Group Full time

    Job DescriptionThis position is responsible for assisting the Sales Team in meeting and exceeding revenue goals. The Sales Assistant will coordinate and process all Sales related correspondence, contracts, and reports.Key ResponsibilitiesInitiate and maintain good working relationships with A/E's, internal personnel, and external clients.Provide excellent...

  • Assistant Store Manager

    2 weeks ago

    Sacramento, California, United States Marc Jacobs Full time

    Job OverviewMarc Jacobs International is seeking an experienced Assistant Store Manager to join its Woodbury Premium Outlet in Central Valley, New York. The successful candidate will support the Store Manager in the daily operation of the store, focusing on team management, merchandise, and sales results.Key ResponsibilitiesSales Support: Demonstrate...

  • Class C Delivery Driver

    3 weeks ago

    Sacramento, California, United States Donaghy Sales LLC Full time

    Job Title: Delivery Driver - Class CJob Summary:Donaghy Sales LLC is seeking a highly skilled and experienced Delivery Driver to join our team. As a Delivery Driver, you will be responsible for safely and efficiently delivering our portfolio of products to retail accounts.Key Responsibilities:Deliver products: Safely drive a box truck or other company...

  • Sales Director

    3 weeks ago

    Sacramento, California, United States Express Full time

    Job SummaryAs a Sales Leader at Express, you will be responsible for driving sales floor operations and stockroom management, while assisting in training associates and delivering exceptional customer experiences. You will also assist in developing and motivating associates to maximize sales potential, execute daily store operations, and oversee the checkout...

  • Sales Coordinator

    3 weeks ago

    Sacramento, California, United States Aimbridge Hospitality Full time

    Job SummaryAs a Sales Coordinator at Aimbridge Hospitality, you will play a vital role in assisting the Director of Sales and Sales Managers in achieving customer satisfaction by performing clerical and administrative duties related to guest and hotel communications through the sales team. You will also be responsible for light selling duties to small groups...

  • Sales Representative Phone Sales

    2 weeks ago

    Sacramento, California, United States Professional Plastics Full time

    Job Summary:As a Sales Representative Phone Sales at Professional Plastics, you will be responsible for providing exceptional customer service and driving sales revenue through effective communication and relationship-building skills. Key Responsibilities:* Develop and maintain strong relationships with existing customers to increase sales revenue and gross...

  • Sales Associate

    3 weeks ago

    Sacramento, California, United States The UPS Store 5495 Full time

    Unlock Your Sales PotentialThe UPS Store 5495 is seeking a highly motivated and customer-focused Sales Associate to drive sales, provide exceptional customer service, and help customers with various shipping, packaging, printing, and other business service needs.Key Responsibilities:Sales Focus: Promote and sell The UPS Store services, including shipping,...

  • Sales Director

    3 weeks ago

    Sacramento, California, United States Four Points Sacramento Air Full time

    Job SummaryThe Sales Manager is responsible for driving revenue growth and achieving assigned sales goals for the hotel. This involves effectively soliciting and securing new accounts, working closely with the Director of Sales to achieve revenue and market share goals, and managing sales efforts to meet or exceed targets.ResponsibilitiesEffectively attain...

  • Sales Representative

    2 weeks ago

    Sacramento, California, United States ARCXIS Full time

    Job OverviewAt ARCXIS, we are seeking a highly motivated and results-driven Sales Associate to join our team. This role is responsible for sales administration, including the delivery and receipt of documents through the proposal and contracting process and generating meetings with prospects.The ideal candidate will have a strong background in sales,...

  • Sales Representative

    3 weeks ago

    Sacramento, California, United States Enovis Full time

    Job Title: Sales AssociateJob Summary:The Sales Associate will play a crucial role in the growth and success of Enovis Corporation. This individual will partner closely with the Territory Manager to learn the Bracing and Supports business and assist in identifying and cultivating potential customers. As the Sales Associate grows in their role, they will...

  • Sales Representative

    2 weeks ago

    Sacramento, California, United States Arcxis Full time

    About the Role:Arcxis is seeking a highly motivated Sales Representative to join our team. As a Sales Representative, you will be responsible for sales administration, including the delivery and receipt of documents through the proposal and contracting process and generating meetings with prospects.Key Responsibilities:Qualify contacts to confirm appropriate...