Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
WC
Watermark Capital Management
Financial Sales Assistant
Career Insights for Sales Assistant (General)
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Connecticut data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Sales Assistant provides administrative assistance to sales representatives or teams. Provides follow up on sales leads or assists with marketing or recruiting new leads, and compiles sales reports. Works in an office or in a remote location and provides assistance by phone, email or the internet.
$50,373 / year median in Connecticut
-17% projected decline
Job Description
Financial Sales Assistant Watermark Capital Management Hamden, CT Job Details Full-time $50,000 - $75,000 a year 4 hours ago Benefits Health insurance 401(k) Qualifications Sales support Series 7 Bachelor's degree Attention to detail Life & Health Insurance License Experience practicing in the securities industry Series 63 Full Job Description Job Overview We are seeking a dynamic and detail-oriented Licensed Registered Sales Assistant Assistant to join our financial services team. In this vital role, you will support the sales process by providing exceptional client service, processing new business, trades, help prepare financial plans and assisting with a variety of administrative and operational tasks to help grow client base. Your energetic approach will help foster strong client relationships, facilitate smooth trade settlements, and uphold the highest standards of financial accuracy and integrity. Qualifications Licensing required : Series 7, and Series 66 (or 63), plus Life and Health insurance licenses. Bachelor's degree Exceptional communication skills to effectively convey complex financial information to clients and prospects Detail-oriented with strong analytical and problem-solving abilities We offer base salary and competitive compensation packages along with opportunities for professional growth and development. Join our team of dedicated professionals who are committed to helping clients achieve their financial aspirations.
Pay:
$50,000.00 - $75,000.00 per yearBenefits:
401(k) Health insuranceWork Location:
In personBenefits
- 401(k) Plans
- Professional Development
- Health Insurance
- Dental Insurance