ChandlerRecruiter Since 2001
the smart solution for Chandler jobs

Financial Advisor/ Sales Representative

Company: Bank of America
Location: Chandler
Posted on: September 13, 2019

Job Description:

Job Description:

As a Retirement Benefits Financial Services Representative (FSR) you'll work in an inbound contact center serving our Merrill Lynch clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans). You will be required to obtain the FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days (if not currently held). We prepare you for the licensing exams by providing resources and materials, a personalized study track and a dedicated group of licensed leaders available for questions and support.
What you'll do
As a Financial Services representative you will provide first-call resolution and will be responsible for:
Providing clients with clear information and specific details on their retirement and benefit plans
Error-free processing of financial transactions including stock, money market and mutual fund trades
Demonstrating professionalism, trust and teamwork
Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients' questions and inquiries
Proactively identifying and escalating risks and seeking opportunities to improve the customer experience
Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access.

Required skills:

FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license. If not currently held, must be obtained within 240 days. This requires the ability to understand and retain financial terms and concepts, dedication to spending the needed time to study and an unwavering commitment to stay on track with the study plan
Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidence
History of effective problem-solving and decision-making skills that balances the needs of all parties involved
Recent experience with identifying creative solutions to improve a customer experience or key process
Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures
Intellectually curious self-starter committed to making a positive impact on every client, through every call, every day.
Available to work Mon-Fri between the hours of 5am-7pm PST.

Desired skills:

FINRA Securities Industry Essentials Examination (SIE) , Series 7 Top-Off and Series 63 licenses
Knowledge of financial terms and concepts
Understanding of retirement plans and products
Enterprise Overview
Representatives are client-facing customer service professionals who work in a team environment assisting Merrill Lynch clients with financial transactions and inquiries relating to retirement and benefit plans. Non-licensed candidates will be expected to obtain FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days

1st shift (United States of America)

Hours Per Week:
40 Associated topics: finance, financial, financial service, investment, investment analyst, mortgage, payment, payment management solution, personal banker, stock broker

Keywords: Bank of America, Chandler , Financial Advisor/ Sales Representative, Sales , Chandler, Arizona

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Sales Jobs

Customer Service Representative
Description: Customer Service Representative br br When everything's connected, how we connect is everything... and we'd like to connect with you too We are looking for you to help us deliver exceptional customer (more...)
Company: TTEC
Location: Phoenix
Posted on: 09/20/2019

Licensed Life Insurance Agent - Work any time, from anywhere - Phoenix
Description: Licensed Life Insurance Agent - Industry-best comp plan, total work freedomJoin the revolutionary ASSURANCE platform, and earn from the industry's best comp plan, selling trusted life insurance plans (more...)
Company: Assurance Wireless
Location: Phoenix
Posted on: 09/20/2019

Sales Director
Description: About Brightcove: br br Brightcove is revolutionizing the way organizations deliver video experiences. We have an opportunity for someone to work directly with leading brands around the world to help (more...)
Company: Brightcove
Location: Scottsdale
Posted on: 09/20/2019

Client Service Representative
Description: Are you upbeat and outgoing Feel like you can provide excellent customer service to high-end clients Are you able to travel to other locations if necessary
Company: Fieldwork, Inc.
Location: Phoenix
Posted on: 09/20/2019

Insurance Sales
Description: Job DescriptionSymmetry Financial Group is seeking motivated, career-minded individuals to join our team, helping American families protect their homes. We are currently looking for representatives ranging (more...)
Company: Symmetry Financial Group
Location: Tempe
Posted on: 09/20/2019

Supervisor, Sales Development
Description: Introduction Overview Supervises team of Solar Advisors within the call center. The Solar Advisors are responsible for making and receiving telephone calls from potential customers with the main objective (more...)
Company: Sunrun
Location: Scottsdale
Posted on: 09/20/2019

Sales Leader
Description: Overview br Inside every Pier 1 Imports store are key holders/sales leaders who bring our home furnishings brand to life with their talent, dedication, resourcefulness and creativity. As the leading (more...)
Company: Pier 1
Location: Scottsdale
Posted on: 09/20/2019

Sales Specialist, Premium Services
Description: We change the World, you will become passionate about your employer and the brand you represent. Everything is converging on the Internet, making networked connections more meaningful than ever before (more...)
Company: Cisco
Location: Phoenix
Posted on: 09/20/2019

Insurance Agent (Outside Sales)
Description: Description br br We believe in diligently working to understand and serve customers to meet their financial security needs. This is why we exist. br br br br br The Career Basics br (more...)
Company: COUNTRY Financial
Location: Phoenix
Posted on: 09/20/2019

Virtual Tax Professional - CPA, Enrolled Agent or Attorney
Description: Overview If you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Phoenix
Posted on: 09/20/2019

Log In or Create An Account

Get the latest Arizona jobs by following @recnetAZ on Twitter!

Chandler RSS job feeds