Licensed Sales Assistant

Lateral Sands Pty; Town of Sodus (NY); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

401k match

Paid time off

Health insurance options

Branded apparel

And much more!

Job summary

Reliant Credit Union in Sodus, NY is seeking a Licensed Sales Assistant to serve as the primary contact for client inquiries, process requests, schedule meetings, and maintain records. This hourly, non-exempt role requires regulatory licenses and a customer-focused approach.

The successful candidate will have a high school diploma, 2+ years in financial services, and licenses (Series 7, 6, 66, 63, 65, and NYS Insurance). Strong communication and CRM/MS Office proficiency are essential.

Qualifications

• High school diploma or equivalent.
• 2+ years of experience in financial services, preferably in investment sales or advisory capacity.
• Series 7,6, 66, 63, 65, and NYS Insurance licenses required.
• Proficiency with financial software, CRM systems, and Microsoft Office Suite.
• Excellent oral and effective written communication skills.
• Must be well organized and willing to work independently in a multi-task environment.
• Excellent interpersonal skills with the ability to motivate and influence others, to gain cooperation and trust, and to work effectively with diverse groups of people.

Responsibilities

• Serves as the primary point of contact for client inquiries, account maintenance, and service-related issues.
• Processes and follow up on client requests, including account transfers, withdrawals, and updates.
• Schedules and confirms client meetings, prepare necessary documentation, and ensure prompt follow-up.
• Maintains accurate client records and ensure compliance with policies and regulatory standards.
• Manages calendars, correspondence, and documentation for the investment sales team.

Skills

Financial services experience

Communication skills

Organizational skills

Education

High school diploma or equivalent

Tools

CRM software

Microsoft Office

Job description

Description

Hourly/Non-exempt

Location

Sodus, New York

Schedule

8:30am - 5:00pm Monday - Friday. Must be flexible to meet current and future business needs.

General Summary

Reliant Credit union, ranked one of Rochester's top mid-sized workplaces nine years in a row, seeks a Licensed Sales Assistant to join our team.

As a Licensed Sales Assistant At Reliant, You Will

• Serves as the primary point of contact for client inquiries, account maintenance, and service-related issues.
• Processes and follow up on client requests, including account transfers, withdrawals, and updates.
• Schedules and confirms client meetings, prepare necessary documentation, and ensure prompt follow-up.
• Maintains accurate client records and ensure compliance with policies and regulatory standards.
• Manages calendars, correspondence, and documentation for the investment sales team.

Reliant's Benefits Package Includes

• 401k retirement plan with up to 7% match
• Paid time off including vacation, sick, federal holidays and your birthday!
• Affordable Insurances (medical, dental, vision, life) for as little as $5 a month
• Branded Apparel - to truly make you feel part of the team
• And much more!

Requirements

• High school diploma or equivalent is required.
• 2+ years of experience in financial services, preferably in investment sales or advisory capacity.
• Series 7,6, 66, 63, 65, and NYS Insurance required.
• Proficiency with financial software, CRM systems, and Microsoft Office Suite
• Accepts new technology, procedures, and methods. Demonstrates the ability to remain flexible, follow instructions and adapt to a changing work environment.
• Excellent oral and effective written communication skills.
• Must be well organized and willing to work independently in a multi-task environment. Demonstrates a high degree of attention to detail.
• Excellent interpersonal skills with the ability to motivate and influence others, to gain cooperation and trust, and to work effectively with diverse groups of people.

Licensing Requirement

The required license must be obtained within six (6) months of hire. Continued employment in this position is contingent upon obtaining and maintaining the appropriate licensure. Failure to do so may result in forfeiture of the position.

Physical Requirements

• Use of keyboard, monitor, telephone, and other standard office equipment.
• Communicate effectively in person and via telephone, video conferencing, email, and written documents.
• Access document equipment and files above and below waist levels.
• Sit and/or stand for extended periods of time.

Candidates considered for hire are subject to credit and other employment reference checks.

Reliant Community Federal Credit Union is proud to be an Equal Opportunity Employer.