Licensed Sales Professional
4 weeks ago
As a Licensed Sales Assistant at American Savings Bank, you will play a vital role in supporting our Financial Consultants in the sales and servicing of investment and insurance products. Your primary responsibility will be to assist in preparing documentation for presentations, conduct presentations and solicit prospective customers, and track and report results to branches and Investment Services management.
Key Responsibilities
Provide support to assigned Financial Consultants in servicing their book of business and preparing documentation for presentations.
Conduct presentations and solicit prospective customers for investment and insurance products and services in assigned branches.
Contact all assigned leads and branch referrals for appointments and sales presentations, and track and report results to branches and Investment Services management.
Conduct branch meetings and training on a regular basis for all assigned branches.
Assist Financial Consultants in overseeing, training, and mentoring licensed branch employees in assigned branches.
Requirements
At least one (1) year of direct sales experience.
Current Series 6 and 63 securities license.
Current State of Hawaii life and health insurance licenses or must obtain State of Hawaii life and health insurance licenses within 45 days of hire.
Valid US driver's license and access to transportation.
What We Offer
At American Savings Bank, we are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers. If you need assistance searching for a job or submitting an application, please contact us by calling and a member of our Recruitment team will follow up with you. We are an EOE, including disability/veterans, and welcome and support all individuals and celebrate the diversity of our team members, customers, and community.
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