Search jobs:

Home

Banking

Investment-Services-Outbound-Call-Center-Representative

Underwriter Associate, Sr

Countrywide Financial Corporation, together with its subsidiaries, is a nationwide financial ...

Senior Fiduciary Officer

Provides direction and guidance on trust account administration activities. Serves as subject ...

Bank Teller

Bay Cities National Bank is seeking a talented & motivated banker. Min 3 years teller experience ...

Analyst

Job ID: 1466 Position Title: Analyst Working Location: L...

Transaction Advisory Services Senior 1&2

Description Ernst & Young's Transaction Advisory Services (TAS) practice offers companies ...

Vice President- Marketing & Planning

Vice President of Marketing and Planning American First located in La Habra, CA is seeking a VP of ...

Bankers!!! Bankers!!! Bankers!!! Enhance Your Career! Make More $$$!

BANKERS! BANKERS! BANKERS! Are YOU a banker with a successful track record of achievement? We are ...

Collection Supervisor

The Los Angeles Firemen?s Credit Union has a wonderful opportunity for a Collection S...

Personal Financial Representative/Sr. Personal Financial Representative- Santa Monica Wilshire

Be a part of our success story. Washington Mutual offers talented and motivated people the ...

Teller-Sr Teller - El Sereno

Be a part of our success story. Washington Mutual offers talented and motivated people the ...

Investment Services Outbound Call Center Representative

Details

Country: USA
Location: CA Los Angeles
Total applied: 37

Relevant Work Experience: 1+ to 2 Years
Career Level: Experienced (Non-Manager)
Education Level: Bachelor's Degree
Job Type: Employee
Job Status: Full Time
Job Shift: First Shift (Day)
Salary: From 42,000.00 to 48,000.00 USD per year

Responsibilities include: Telemarket existing UBIS and UBOC clients to arrange an appointment with a Senior Financial Advisor (SFA). Assist customers in realizing their investments needs by discussing products for which they are licensed to sell. Profiles customers to establish a solid appointment for the SFA. Marketing efforts may results in a direct sale made to the customer or an appointment with a Senior Financial Advisor. May execute investment transactions according to established UBIS policies from outbound calls to existing customers.

Requirements include: Full knowledge of all investment products, services, policies, procedures and practices. NASD licensed Series 7/63 in addition to two years brokerage experience and technical work related experience.

Preferred Skills include: College degree. California Life Agent license.

- Apply for Investment Services Outbound Call Center Representative

Related jobs

	COMPLIANCE ANALYST UBIS Responsibilities Include: Review various compliance exception and monitoring reports to include suitability reviews, mutual fund breakpoint and share class review, trend ...
	Principal Review Specialist Responsibilities include: The primary job of the Principal Review Officer is to directly manage the observance of fair and reasonable sales practices and adherence to ...
	Client Services Representative Job Summary: Process various investment vehicles including Governments, Agencies, Money Markets, Municipal, Mutual Funds, UIT's, Stocks, Corporate Bonds and O...
	Business Development Officer Buisness Development Officer's (Middle Market) For Large Commercial Bank Job description is as follows: ...
	Financial Analyst, Sr Did you know that Countrywide Financial is now ranked America's #1 home loan lender.* We're also ranked 122nd among America's largest companies in the Fortune 500**. C...
	Commercial Real Estate Credit Officer Our client has been part of Southern California Banking for almost 60 years. They are proud of thier focus in meeting the financial needs of small to middle market ...
	Risk Analyst Sr. At Union Bank of California, our people are our greatest asset. Our employees come from many different backgrounds, bringing with them different experiences and ...
	Sr. Teller/Teller SCIE (La Mirada Mall 1285) Be a part of our success story. Washington Mutual offers talented and motivated people the opportunity to do the best work of their lives in a dynamic and growing ...
	AVP - Commercial Credit Officer Responsibilities: Responsibilities include spreading financial statements, analysis, loan write-ups, loan documentation, monitoring loan covenants, handling loan ...
	Commercial Loan Processor (Direct Hire) JOB DESCRIPTION The Commercial Loan Processor will provide loan production support to the commercial real estate department. The responsibilities will include, but are ...

Related press releases

House prices fall at fastest rate in 8 years
House prices fell at the fastest pace for eight years in March, the Royal Institution of Chartered Surveyors reported last night, raising fears that the long-running prop...

MPC leaves rates on hold but analysts say cut must come soon
The Bank of England yesterday endorsed Gordon Brown's upbeat view of the economy when it left interest rates on hold at 3.75% for a second month. Business leaders said ...

Bank leaves rates on hold
The Bank of England's monetary policy committee (MPC) today left interest rates unchanged for the second month running, waiting to see whether the economy will bounce bac...

Cancer rates could rise by 50%, health body warns
Cancer rates across the world are likely to rise by 50% in the next 20 years unless Europe and the US check their junk food consumption, smoking, and sedentary lifestyles...

War fears raise rate cut hopes
War jitters sent Britain's crucial service sector skidding into reverse last month, raising City expectations of a cut in interest rates to prevent a sharp downturn in th...

EU faces big drop in birth rate
With no immigration, the population of Europe could fall by 88 million in the next 100 years, because women are having fewer children, and starting families later. Toda...

How low do rates go? For most, not as low as advertised
Be careful when applying for credit card and personal loan deals that advertise interest rates 'from' a low rate. Research by internet bank Egg has found that lenders tha...

America expects 1% rates
The Federal Reserve was under mounting pressure last night to make an emergency cut in interest rates after a dismal set of US jobless figures sent fresh shudders through...

Eurozone cuts rates as Britain waits and sees
The European Central Bank sought to revive confidence in Europe's slow-moving economy yesterday when it responded to the jitters caused by the looming threat of war and c...

European rate cut called timid
The European Central Bank (ECB) today cut interest rates by 0.25% to 2.5 % amid growing signs of economic distress in the eurozone, but the move left economists criticisi...

0.014
Archive: All jobs - Links - Job Search Engines - Medical Encyclopedia Copyright (c)2006 Eofhr.org/jobs - All rights reserved