Sales Assistant - Central NJ

Administrative Iselin, NJ


This role supports the Registered Financial Services Sales Representative’s business with day-to-day administrative assistance while enhancing the service experience of clients*.

 *(This role may require FINRA licensing to allow the incumbent to expand the client support provided to the Representative.)

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.
  • Drive sales by creating and executing marketing campaigns alongside the representative.
  • Organize the representative schedule and monitor calendar.
  • Support the representative on events, acting as an event coordinator and person of contact.

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: 40 hours/week