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| Employer Name: BankingandFinanceCrossing |
SpiderID: 2275905 |
| Location: Charlotte, North Carolina |
Date Posted: 6/12/2008 |
| Wage: |
Category: Banking/Mortgage |
| Job Code: 5442514 |
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Job Description:
They are the voice of to our customers; they listen to their needs, understand their goals, and identify appropriate financial solutions. Responsibilities: - Retain assets of assigned affluent / wealthy households with significant holdings at L. Deliver superb service. - Achieve retention and asset gathering goals by engaging clients in a wide-ranging exploration of client's level of knowledge, family financial objectives, current planning practices and confidence level with current outside advisors. - Respond to sales opportunities with creative and original approaches, overcoming the limitations of competing exclusively by phone with competitor field sales forces. - Deliver superb service focused to the specific requirements as defined by each assigned household. - Regularly exercise discretion and business judgment; research and resolve customer problems related to E*TRADE FINANCIAL accounts immediately or lose current opportunity to acquire assets. - Expected to manage client contact schedule as required, making outbound calls in the absence of inbound calls. - Update the financial diagnostic questionnaire frequently. - Maintain and update prospect and sales reports. - May perform additional duties as directed by management. Job Requirements Requirements: - Series 7 and 63 REQUIRED, clean U4. - 1-2 years experience in a financial sales environment. - Comprehensive understanding of the operation of securities industry. - Results driven.
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Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:
Contact Information:
| Contact Name: - |
Company Type: Employer |
| Company: BankingandFinanceCrossing |
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| City: Pasadena |
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| State: California |
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| Zip: |
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Web Site: http://www.bankingandfinancecrossing.com
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