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Investment Representative (136444) in Phoenix, AZ at Strategic Staffing Solutions

Date Posted: 11/1/2018

Job Snapshot

  • Employee Type:
    Contractor
  • Location:
    1 Norterra Drive
    Phoenix, AZ
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    11/1/2018

Job Description

JobID: 136444

STRATEGIC STAFFING SOLUTIONS (S3) HAS A CAREER CHANGING POSITION FOR YOU!

 Strategic Staffing Solutions is currently searching for an Investment Representative in Phoenix, AZ!

Location of work: Phoenix, AZ
Duration: 6 + months

Rate: Negotiable - DOE
This position is not eligible for visa sponsorship

Overview:

• Receives service requests for mutual fund, brokerage or college savings plan products from members through various member contact channels.

• Fulfills the member's request through appropriate channel.

• Applies foundational relationship building and referral skills by seeking opportunities to build, deepen, and retain the member relationship through multi-company products or services.

• Asks questions to discover key information and life events and to understand the member’s need, and documents relevant information.

• Recognizes verbal and/or written cues and potential opportunities to meet member needs through a product or service.

• Encourages member to take action to address needs and opportunities.

• Supports enterprise business goals through the achievement of individual referral and product acquisition goals.

Requirements:

  • Hold an ACTIVE Finra Series 7 & Series 63 or 66 OR Series 6 & 63/66 licenses.
  • Money movement – 1 year
  • Investment transactions and servicing – 1 year
  • Account security and fraud – 1 year
  • Experience with Microsoft Windows (Word, Excel, PowerPoint, Outlook)
  • Investment transaction software experience
  • Phone experience with customers

About us:

Strategic Staffing Solutions (S3) is an international, woman-owned, $260 million IT and business services corporation based in Detroit.  With a composite average annual growth rate of 21%, S3 is fiscally sound and debt free.  It is ranked 16th among the largest staffing firms in the US by Staffing Industry Report and is one of five companies nationally certified as a Charter Partner with Staffing Industry Analysts.  S3 is also ranked as the sixth largest diversity staffing firm in the US by Staffing Industry Analysts.  S3 provides IT consulting, customized project solutions, vendor management programs and an executive search service to financial institutions, insurance, energy companies, oil/gas, telecommunications, government agencies and retail and health care industries worldwide. It has more than 2,700 consultants and 31 offices in the U.S. and Europe.