Sales Assistant
A fast-growing wealth management firm located in Tysons Corner, Virginia, dedicated to assisting clients in building, enhancing and preserving wealth is looking for a Sales Assistant.
Key responsibilities:
- Establishing new accounts
- Reviewing accounts and designing portfolios
- Processing transfers on-line
- Timely research and resolution of client's inquiries
- Client follow-up to ensure customer satisfaction
- Provide general account service and maintenance
- Interface with clients and strategic partners in a professional manner
The ideal candidate will possess the following skills:
- Series 7 license preferred but not required
- Min. 2 years brokerage and insurance experience
- Solid general knowledge of brokerage and insurance operations
- Bachelor's degree in business or related field
- Excellent verbal and interpersonal skills
Compensation is commensurate with experience. Compensation includes end of year bonus based on meeting and exceeding performance expectations.
Hours are flexible around busy schedules. Approx. 25 hours per week.
