Registered Sales Assistant II

Who You Are

You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated.

What You’ll Do

• Answers incoming calls, assists with client account update requests, and/or routes calls to the appropriate area
• Calls investment services clients to schedule appointments, reviews, and confirm appointments
• Completes profile referrals for qualification and arranges appointments with assigned Wealth Advisors
• Makes outbound calls on warm lead lists to prescreen prospects, set appointments, and performs follow up on event campaigns
• Makes appointments with Wealth Advisors
• Makes appointments with prospects
• Makes appointments with clients
• Makes appointments with members
• Makes appointments with customers
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