Sales Assistant
Webster Bank

Warwick, Rhode Island


If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

Webster Investment Services Sales Assistant Job Description

POSITION SUMMARY

The Sales Assistant will be responsible for providing administrative support: (e.g., telephone coverage, mail, meeting arrangements, appointment setting, outbound calling, coordinate communications, fax and photocopy)

MAJOR DUTIES & RESPONSIBILITES

  • Maintain Financial Consultant's file system
  • Ensure office is in compliance with FINRA regulations (e.g., orderly customer filing, maintain up-to-date inventory of critical materials: approved product list, prospectuses, performance reports, forms; ensure manuals and FINRA books are available to each registered branch)
  • Keep complete log of all sales and appointments; assist with tracking and reporting of sales/appointments by branch for both FC and LBEs
  • Follow-up with customers who were referred by bank staff and track all kept appointments for reporting purposes
  • Point person for maintaining and scheduling FC calendar
  • Maintain extract data from customer database contact management system
  • Monitor and maintain inventory of required office supplies, including marketing collateral, forms and documents
  • Tele market to book appointments, including qualifying leads
  • Handle a variety of customer communications - prospecting letters, confirm appointments, send out appointment cards and review cards, send contracts and policies, order customer illustrations, trouble shoot customer problems for resolution
  • Prepare and assist with marketing activities, including investment days, seminars, telemarketing nights, direct mail campaigns
  • Reconcile commission reports
  • Assist with coordination of LBE program, including communications, reporting, tracking, promotional events
  • Attend meetings as required and work on miscellaneous projects as requested
POSITION REQUIREMENTS:
  • Series 6 & 63 as well State Life Insurance License is expected but not required within one year of hire. Continued compensation and career growth is very much dependent on obtaining 6 & 63 licenses
  • Some college preferred - Associate degree preferred
  • The incumbent should be:
  • Resourceful, motivated, enthusiastic and take initiative
  • Highly organized
  • Proficient in Windows--Based Excel and Word
  • Comfortable and efficient in telemarketing activities
  • Able to communicate effectively and thoroughly
  • Possess a broad knowledge of administrative skills
  • Have good judgment skills
  • Have a strong sensitivity to follow-through and be diligent about meeting deadlines
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