Sales Assistant Jobs Near Me

• Use customer databases to generate additional business opportunities with existing and new clients.
• Utilize cross sell, telemarketing, and/or internal referrals for additional product offers to expand the portfolio and client relationships.
• Opens new accounts and responds to questions and fulfils customer requests regarding the organization's products and services.
• Provides additional clerical or sales support for Financial Advisor.
• Has a broad knowledge and understanding of the firm's offers.
• Reports to Financial Advisor. Gain exposure to the complex tasks within the job function.
• Occasionally directed in several aspects of the work.
• Requires 3 to 5 years of related experience.

• Team player.
• Establish priorities and work to achieve business goals.
• Effectively use technology: information systems & databases, Internet-based research, email correspondence, online advisor tools, etc.
• Familiarity with Guardian Insurance and Park Avenue Securities systems preferred, especially the Living Balance SheetTM, SmartOffice and NetX360.
• Commitment and focus on customer service.
• Excellent written presentation, verbal and interpersonal skills.
• Organization, time management and planning skills.
• Independent and unsupervised work abilities.
• Fully versed in Microsoft Office 365 Suite and Adobe.
• Advanced knowledge of insurance products; ability to learn new systems and process required paperwork.
• Required FINRA securities licenses: SIE, Series 63, Series 7 and valid Life Insurance and Health Insurance licenses(licenses must be in good standing and active for at least 3 years).

• Maintain records of Advisor’s current investment licenses.
• Process new and renewal licensing requests.
• Assist Advisor with periodic on-site audits; collect data and maintain records required for quarterly transaction reporting, and assist Advisor with submitting data.
• Maintain all required investment documents whether digital or hard copy.

• Execute trades as needed.
• Interact with Portfolio managers to create client presentations.
• Prepare Annual Investment Performance Reviews for Financial Advisor submission.
• Coordinate/schedule meetings with all Advisory clients.
• Record Advisor recommendations and file them into appropriate reporting systems.
• Support for new & ongoing financial consultations.
• Assist in preparation of Financial Consultation Agreements and Subscription Agreements.
• Collaborate with team members to prepare presentation items for Advisor meetings (illustrations, educational materials, prospectuses and applications, bound presentations, etc.).
• Keep up-to-date client records with regard to case notes, address changes, and payment changes.

Schaffer Financial & Insurance Services (SFIS) serves clients nationwide with Pacific Advisors, a financial services firm with offices throughout California, Nevada, Oregon, Washington, Arizona, and Idaho. She specializes in complex strategies for professionals, business owners, and people with significant legacy and estate concerns. We lead clients and advisors through complex financial concerns. Our coordinated asset strategies include tax alpha and tax offset strategies, asset protection, executive benefits, enterprise operation optimization, business succession, and advanced charitable and investment planning. We help create custom, optimized financial strategies that indemnify clients’ overall financial state of affairs by way of coordinated asset strategies.

Employee may be located anywhere in the United States provided they are able to work in a Portables store for the duration of their shift. Position does not involve non-remote work on a regular basis except when completing store visits for Audit purposes.

Task/Roles filled by new position:

• Inventory Audits
• West Region Inventory Auditor – complete counts in West Region while counterpart completes Northeast and Southeast
• Review Audit results and create reporting
• ·Merchandising
• Review merchandising pictures submitted during Internal Audits
• Confirm new locations are set up properly in AIMM/MerchIt and assist stores with merchandising needs
• General Activities
• Assisting stores
• OPUS Research
• Submit and monitor ARIT Tickets
• Reminders and follow ups with stores regarding TPV Inventory Audits
• Coordinating with stores regarding EOL, Demo, and other returns
• Twice weekly blind Inventory Counts
• Verify store counts and generate reporting
• Follow-up on items missing over multiple counts
• In-Transit Reporting
• Verify outstanding inventory shipments
• Communicate with stores and escalate when needed
• Yourware OPUSX Moderator
• Loss Prevention/Fraud/Theft
• Managing InVue/MTI products to secure items
• Assessing weakness after high variances to prevent theft
• Researching missing items and ensuring all reporting steps are taken
• Demo device management
• Review demo Audits to ensure proper merchandising
• Stock balance demos to warehouse once EOL
• Manual discount reporting
• Maintain reporting from AT&T for analysis
• Monthly sales reporting to vendors as requested
• Other additional reporting/analysis as needs arise and skills develop

Job Requirements:

Position primarily provides support for stores after Corporate Office hours have ended at 6pm Eastern, thus regular scheduled hours must be approximately 12noon to 9pm Eastern (9am to 6pm Pacific).

Employee may be located anywhere in the United States provided they are able to work in a Portables store for the duration of their shift. Position does not involve non-remote work on a regular basis except when completing store visits for Audit purposes.

Minimum 1-year experience with AT&T Retail or an AT&T Authorized Retailer in AROE Consigned Inventory environment

Ability to travel to complete in-store Inventory and Merchandising Audits

Associate's Degree in related technical discipline with at least 2 years of experience

Project management/operations experience

Experience in administrative assisting
Must have at least an intermediate understanding of Microsoft Excel, including working with various formulas (if/than, countif, iferror, vlookup, etc.) as well as Pivot Tables and Sort/Filter functionality

Excellent oral and written communication skills

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Employee discount
• Health insurance
• Paid time off
• Vision insurance
  
  

Schedule :

• 8 hour shift
• Monday to Friday
  
  

Experience :

• Retail Merchandising Occupations: 1 year (Preferred)
  
  

License / Certification :

• Driver's License (Preferred)
  
  

Willingness to travel :

• 25% (Preferred)
  
  

W ork Location :

Multiple Locations

Job Title: Automobile Sales Professional

SUMMARY: Sells/leases new- and used-vehicles at dealership gross profit, volume, and customer satisfaction standards.

ESSENTIAL DUTIES :

Approaches, greets, and offers assistance or direction to any customer who enters the dealership showroom or sales lot.
Assists customers in selecting a vehicle by asking questions and listening carefully to their responses.
Explains fully product performance, application, and benefits to prospects.
Describes all optional equipment available for customer purchase.
Offers test drives to all prospects.
Follows dealership procedure to obtain proper identification from customer prior to test drive.
Utilizes dealership sales control and follow-up system.
Exhibits high level of commitment to customer satisfaction.
Knows and understands the federal, state, and local laws which govern retail automobile sales.
Attends product and sales training courses as requested by sales manager.
Prepares sold vehicles for customer delivery prior to customer arrival.
Delivers vehicles to customers, ensuring that the customer understands the vehicle's operating features, warranty, and paperwork.
Introduces customers to service department personnel to emphasize to them the quality and efficiency of service repairs and maintenance available in the dealership's service department.
Follows up on all post delivery items, tag/title work, "we-owes", and special requests to be sure that all customer expectations are met.
Maintains professional appearance.
Other duties as assigned.

QUALIFICATIONS To perform this job successfully, an individual must be able to perform each
essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/
or ability required. Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential functions.

The duties listed are a general guideline. Nothing in this job description restricts management’s right to
assign or reassign hours, duties or responsibilities to this job at any time.