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- …sales potential. 7. Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment. 8. Ensure new business paperwork is ... and RMDs not met. 13. May assist with physical branch location needs, such as opening, closing, general requests...2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage… more
- USG Insurance Services, Inc. (Arlington, TX)
- …remote, hybrid, or fully in-office schedules. Presently, we operate nine physical branch locations across the United States: + California: Irvine + Florida: Tampa ... expertly oversee and manage both our proprietary and third-party systems , ensuring our sales operations stay at the forefront...skills. + 2-3 years of experience in a Production Assistant support role preferred. + 1-3 years of experience… more
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