InstitutionalSale

InstitutionalSale

CREWS & ASSOCIATES INC - 4.4

Little Rock, AR Job Details From $60,000 a year 19 hours ago Qualifications Customer communication Full Job Description Crews & Associates is looking to hire driven individuals with 3+ years of sales experience who are interested in working in the financial securities industry. There are industry examinations that must be passed, but a college degree is not required. You will be trained in product knowledge and given the tools to be successful. The level of your success is dependent on your work ethic and ability. Crews & Associates was founded and continues to prosper by three core values which we call the "Three Legged Stool". Treat Everyone with Respect. Do What's Right. Work Hard. You will be expected to Represent Crews & Associates and develop client relationships around the products offered by the firm. Develop new customers in order to build a sustainable book of business for the firm. Continue to develop professional business acumen to better serve your client base. Serve each client with superior customer service. Maintain strong professional relationships through regular contact. Approach each day with a positive attitude, a good work ethic and a team mindset. Maintain accurate accounting of expenses for the firm as required for all travel and entertainment. SIE, Series 7, Series 63 or 66

Competencies:

Proficient in the structure and pricing of investment products Proficient in showing offerings to clients, obtaining bids with appropriate mark to show to clients. Proficient in setting up and maintaining various types of accounts. Proficient in the trading accurate communication with the various desk as it relates to bid/offers with clients. Proficient in program applications including, but not limited to Excel, Word, Bloomberg, CRM and ability to utilize their functions for analysis and dissemination of information with the purpose of increasing sales productivity. Proficient in determining Profit/Loss from cost basis and/or stand. Working knowledge of regulatory requirements related to the job. Effective communication skills to engage and transact business with customers and coworkers in a professional manner. Possess professional communication skills to engage with various departments within the organization for collaboration and problem solving. Attention to detail, ability to multi-task and prioritize work. Crews & Associates will help you maintain the tools to be successful. Your growth and earning potential is endless. Our culture is rooted in a passion to serve our clients beyond their expectations. We work hard and create results. We believe in work-life balance - because while our work is temporary, family is forever and must be nurtured and tended to daily. Both at work and home, everyday counts. We are dedicated to nurturing relationships. We are honored to have the business and community reputation we have been fortunate enough to build over the years. Like everyone on the team, you will have an integral part in protecting and building upon it.