Licensed Sales Support Specialist- Olympia or Seattle Area
About The Position
As a Licensed Sales Support Specialist, you’ll have the opportunity to work on a team that impacts staff and members in direct and meaningful ways, each and every day! This role supports the back office of the Investment Services program to support our team of Financial Advisors for Investment Management to maintain their flow of business and meet with more clients and prospects. If service, growth, and brand-promise resonate with you, come join our team! Dedication to member experience and building relationships will be a key to your success at WSECU – we are “all in” for our members and employees. Your day may include: Working with advisors and members/clients to provide support Scheduling appointments, confirmations, and following up on meetings Analyzing advisors’ books of business to uncover opportunities with existing clients Referral management: qualifying referrals, assigning/entering referrals to CRM, updates on Symitar and SalesVision, following up on corrections or additional sales amounts, reporting to front line staff with Pinnacle Working with advisors to maintain client service level agreements Relationship touch points, event management, and social media follow up and maintenance Reviewing client accounts and documents when applicable Marketing campaigns for maintaining and following up with clients and prospects Notes and documentation for client interactions Mail processing and distribution Serving as a liaison between WSECU employees, branches, and advisors Maintaining knowledge of the variety of fund companies and products we work with Audit preparation and assistance with DFI and LPL audits Maintaining and creating reporting relevant to sales and activities Maintaining required Broker Dealer, FINRA, Firm Element, CE required trainings, and licensing and registration Broker Dealer alerts and notifications Staying current with LPL compliance news, training information, technology and enhancements
Requirements
- Well-developed interpersonal, written, and telephone communication skills
- Ability to acquire FINRA Series 6, 7, 63, 65, or 66 and State Life and Health Insurance license within 12 months from hire
- Ability to calculate figures and percentages, and collect and analyze data
- Microsoft Office proficiency
Nice To Haves
- Bachelor’s degree in Business Administration, Finance, or closely related field
- Financial industry experience
- Project and time management skills
- Ability to use formulas, perform calculations and link items in Excel
Responsibilities
- Working with advisors and members/clients to provide support
- Scheduling appointments, confirmations, and following up on meetings
- Analyzing advisors’ books of business to uncover opportunities with existing clients
- Referral management: qualifying referrals, assigning/entering referrals to CRM, updates on Symitar and SalesVision, following up on corrections or additional sales amounts, reporting to front line staff with Pinnacle
- Working with advisors to maintain client service level agreements
- Relationship touch points, event management, and social media follow up and maintenance
- Reviewing client accounts and documents when applicable
- Marketing campaigns for maintaining and following up with clients and prospects
- Notes and documentation for client interactions
- Mail processing and distribution
- Serving as a liaison between WSECU employees, branches, and advisors
- Maintaining knowledge of the variety of fund companies and products we work with
- Audit preparation and assistance with DFI and LPL audits
- Maintaining and creating reporting relevant to sales and activities
- Maintaining required Broker Dealer, FINRA, Firm Element, CE required trainings, and licensing and registration
- Broker Dealer alerts and notifications
- Staying current with LPL compliance news, training information, technology and enhancements
Benefits
- Medical, Dental, Vision, and Life Insurance with Premiums paid by WSECU
- Full-Time Regular employees accrue general leave and sick leave, on a monthly basis
- Part-Time employees accrue general leave, on a monthly basis
- 11 Paid Holidays
- Employer paid Long Term Disability & Long Term Care plan for Full-Time employees
- Employer paid Long Term Care plan for Part-Time employees
- 401(K) with 8.5% Contribution by WSECU to begin 1st quarter after 1 year of service
- Paid Volunteer Leave
- Tuition Assistance
- Employee Assistance Program & Employee Discounts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
