Los Angeles - Sales Assistant

Administrative Monrovia, California



Essential Duties:

* Act as a liaison between the representative and their clients.  The type of support is dictated by whether or not the incumbent is FINRA licensed.

* As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative.

* Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages.

* Maintain representative’s file organization.


What You Will Learn:

* Products and services including Mutual Funds, Annuities and Life Insurance,

* Retirement products including IRAs and 403(b)s

* College funding products including ESAs and 529 plans

* Asset allocation strategy

* Time value of money

* Prospecting and telephone techniques (if you become FINRA licensed)

* Compliance training


Educational and Background Requirements:

* High School diploma or equivalent

* Some college preferred

* FINRA licensing may be required (S6/S63)

* Strong verbal communication skills with a customer-service focus

* Strong organizational skills

* Ability to meet deadlines

*  Proficient use of Microsoft Office including Word, Excel and PowerPoint


Hours and Compensation:

40 hours/week

$15-$19/hr + bonus potential - DOE and licensing