Are you motivated by leading conversations, driving your own income, getting things over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients’ needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
Location Palo Alto, California
Job Type: Full-time Salaried
Pay: $50,000.00 - $60,000.00 per year Base plus Bonus (Uncapped)
We Offer:
Base Salary, and performance bonuses, 401(k), Health, Dental, Vision, and Life Insurance, Paid time off, Tuition reimbursement Tools and training for lead prospecting, database, best practice playbooks, and guided sales application. Training in the building of a vibrant client base where one can exceed client expectations and maintaining a base of clients in the Financial Services Industry.
Essential Functions and Responsibilities:
Qualification Requirements
Certificates, Licenses, Registration
Education / Experience
Senior Sales Associate • Palo Alto, CA, US
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