Current jobs related to FA Sales Assistant I - Burlington - Johnson Financial Group

  • Sales Team Member Assistant

    2 weeks ago

    Burlington, Massachusetts, United States Lids Full time

    About Our TeamWe are a close-knit team that values teamwork, communication, and mutual respect. As a Sales Team Member Assistant, you will work closely with our sales staff to achieve sales goals, maintain high standards of customer service, and support inventory management efforts.">Job Requirements- High school diploma or equivalent required- Excellent...

  • F&I Leadership Opportunity

    2 weeks ago

    Burlington, North Carolina, United States EasyCare Recruiting Full time

    F&I Management Job OverviewWe are seeking an experienced F&I manager to join our team. As a key member of our staff, you will be responsible for managing F&I operations, leading a team, and driving sales growth.Key Accountabilities:Sell and contract F&I products to customersVerify and manage paperwork for financial transactionsTrain and develop team...

  • Sales Associate

    2 weeks ago

    Burlington, Vermont, United States Shaw's Full time

    Job Description:    As a Sales Associate at Shaw's, you will be responsible for ensuring that stores are clean and organized. You will interact with customers to understand their needs and provide assistance in finding products that meet those needs. Your tasks may include replenishing shelves, arranging flowers, preparing produce, or receiving...

  • Financial Advisor

    2 months ago

    burlington, United States Gateway Retirement Solutions Full time

    Gateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Vermont area. Working closely with several licensed insurance agents, the FA will help existing clients and prospects with their investment and retirement planning solutions. In addition, the FA will also be responsible for generating new...

  • Financial Advisor

    7 months ago

    Burlington, United States Gateway Retirement Solutions Full time

    Gateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Vermont area. Working closely with several licensed insurance agents, the FA will help existing clients and prospects with their investment and retirement planning solutions. In addition, the FA will also be responsible for generating new...

  • Financial Advisor

    3 months ago

    Burlington, United States Gateway Retirement Solutions Full time

    Gateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Vermont area. Working closely with several licensed insurance agents, the FA will help existing clients and prospects with their investment and retirement planning solutions. In addition, the FA will also be responsible for generating new...

  • Laboratory Assistant I

    1 week ago

    Burlington, Vermont, United States The University of Vermont Health Network Full time

    Be part of the heart and science of medicine at UVM Medical Center. We are dedicated to providing the highest quality care for our patients and their families.This position plays a crucial role in supporting the daily operations of the Department of Pathology and Laboratory Medicine divisions. As a Laboratory Assistant I, you will perform clerical and...

  • Sales Representative

    5 months ago

    Burlington, United States US Foods, Inc. Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIES  • Foster the customer relationship in a team based selling model.• Manage deliveries to the routing schedule published by the transportation department; troubleshoot any problems that occur during the order process (e.g., delivery mis picks, short on loads, stock-outs).• Communicate and collect accounts...

  • Retail Sales Professional

    4 days ago

    Burlington, Vermont, United States Fjällräven North America Full time

    Job OverviewFjällräven North America is seeking a highly motivated and customer-focused Retail Sales Professional to join our team in Burlington, VT for the holiday season. As a seasonal part-time sales associate, you will play a key role in promoting our brand values and providing exceptional customer service.About the CompanySince 1960, Fjällräven has...

  • Customer Service Specialist

    4 weeks ago

    Burlington, Vermont, United States Cellular Sales Full time

    **About Us**We are Cellular Sales, a leading mobile technology consulting firm dedicated to delivering exceptional experiences for our customers and team members alike.Our mission is to set the bar high in the industry while creating a family-like culture that values growth, development, and teamwork.As a Customer Support Representative at Cellular Sales,...

  • Automotive Sales Professional

    2 weeks ago

    Burlington, Wisconsin, United States Lynch Companies Full time

    Job OverviewAs an Automotive Sales Professional at Lynch Companies, you will play a pivotal role in driving the success of our sales team. With a strong focus on customer satisfaction and a passion for delivering exceptional results, you will be instrumental in helping us achieve our goals.About the RoleWe are seeking a highly motivated and experienced sales...

  • Sales Consultant for Vehicles

    4 days ago

    Burlington, Wisconsin, United States Lynch Companies Full time

    Drive Your Career ForwardAre you a sales professional looking for a new challenge? Do you want to earn a salary range of $45,000 - $70,000 per year, plus bonuses and commissions based on your performance? Look no further than Lynch Companies! As an Automotive Sales Representative, you will have the opportunity to work with a talented team, develop your...

  • Part-time Sales and Customer Service Representative

    6 days ago

    Burlington, Vermont, United States Fjällräven North America Full time

    Join Our TeamFjällräven North America is a dynamic and innovative company that is committed to making a positive impact on the world. We are seeking a talented and motivated Seasonal Part-time Sales Associate to join our team in Burlington, VT for the holiday season.About the RoleThis part-time, seasonal/temporary sales associate role involves supporting...

  • Sales Team Member

    3 days ago

    Burlington, North Carolina, United States Rack Room Shoes Full time

    About the Job: We are seeking a highly motivated and customer-focused Sales Associate to join our team at Rack Room Shoes. As a Sales Associate, you will be responsible for creating an exceptional shopping experience for our customers by providing top-notch customer service, maintaining a clean and organized store environment, and staying up-to-date on...

  • Document Management Professional

    3 days ago

    Burlington, New Jersey, United States Canon USA & Affiliates Full time

    About the Opportunity: We are seeking an experienced Document Management Professional to join our Sales Support team at Canon Solutions America, Inc. As a key member of our team, you will be responsible for facilitating communication between sales personnel, internal departments, legal counsel, and external customers regarding Canon Solutions America...

  • Sales Floor Assistant

    3 days ago

    Burlington, Wisconsin, United States Wal-Mart Stores , Inc. Full time

    Job Summary: We are looking for a sales associate to join our team in the Apparel, Entertainment, Toys, and Sporting Goods department. As a sales associate, you will be responsible for assisting customers, processing transactions, and maintaining a clean and organized store environment.Estimated Hourly Wage: $16.25 - $28.75 per hour, based on experience and...

  • Seasonal Part-time Sales Associate Role

    4 days ago

    Burlington, Vermont, United States Fjällräven North America Full time

    Job DescriptionFjällräven North America is a leader in sustainable outdoor gear and apparel. We are seeking a skilled and enthusiastic Part-time Sales and Customer Service Representative to join our team in Burlington, VT for the holiday season.Key ResponsibilitiesThe successful candidate will be responsible for:Assisting customers with purchasing...

  • General Manager Assistant

    6 days ago

    Burlington, Vermont, United States Gecko New York Full time

    Job Description:Burlington, NJ Location:We are currently looking for an experienced General Manager Assistant to join our fast-paced restaurant team in Burlington, NJ. As a key member of our management team, you will be responsible for assisting the General Manager in overseeing daily operations, staff development, and maintaining high standards of...

  • Billing I Representative

    1 month ago

    Burlington, United States Canon Solutions America, Inc. Full time

    Job DescriptionJob DescriptionBilling I RepresentativeUS-NJ-BurlingtonJob ID: 32097Type: Full-Time# of Openings: 1Category: Administrative/ClericalNJ - BurlingtonAbout the Role Responsible for the administration and billing of service agreements. Works in a collaborative environment with Sales, other administrative departments and Service Management while...

  • Life Insurance Sales Representative

    3 days ago

    Burlington, Vermont, United States Jackson Insurance Solutions Full time

    About the Job:We are seeking a motivated and results-driven Life Insurance Sales Representative to join our team at Jackson Insurance Solutions. As a sales representative, you will have the opportunity to work in a remote setting, selling life insurance products to clients who have already expressed interest in purchasing these services.About the Salary:The...

FA Sales Assistant I

7 months ago

Burlington, United States Johnson Financial Group Full time
Overview

Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new business development, client referrals and retention efforts. 

KEY RESPONSIBILITIES

Understanding of and ability to articulate full scope of JFG products and services. Establish new client accounts, initiates money market deposits, redemptions, check requests, facilitate wire transfers and general account maintenance. Research and handle client inquires and enter trades when requested by clients and advisor. Responsible for accurately opening, closing and performing maintenance on accounts within bank and vendor operating systems. Proactively schedules client appointments and meetings. Identifies and resolves client needs through ownership and consistent follow through. Research and assist in resolving client inquiries and issues to resolution; displays initiative to problem solve and escalate when appropriate, has the ability to work independently. Accurately and timely prepare correspondence, documents, reports, proposals and other administrative functions, including expense management and referral system reporting. Support Advisor in marketing of his/her business including but not limited to; materials, events and communications. Will analyze data to recognize affinity groups to identify, build and act on lead management through CRM and all applicable systems. Manage and enter data through use of Financial Planning operating systems. Responsible for ensuring all activities remain compliant with policies and procedures of the broker dealer.

Job Requirements

HS diploma required, Bachelor’s degree preferred and minimum 1 year working knowledge of financial markets. Work experience may be considered in lieu of a degree. Series 7 and 66 or equivalent preferred; otherwise, expected to obtain within 6-12 months of hire.  Life and health licenses desired. Strong internal and external communication skills, established ability to develop relationships with key business partners. Expert customer service and time management skills required. Proficient in all MS Office Suite of products, including MS Word, Excel, PPT and Outlook.