Randstad Investment Representative Needed in Addison, Texas

Investment Representative Needed

job details:

  • location:Addison, TX

  • salary:$30 - $31 per hour

  • date posted:Wednesday, February 13, 2019

  • experience:Entry Level

  • job type:Temp to Perm

  • industry:Finance and Insurance

  • reference:S_731341

job description

Investment Representative Needed

Currently looking for a candidate for a Investment Representative position in Addison, TX

Shift Required : Can start as early as 7am, work as late as 5:30 - Monday-Friday - some weekend work may also be available

Pay Rate: $30.67

Job Description:

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 members 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

Required Experience:

Candidates must have current and not expired Series 7 & 63/66 or Series 6 & 63/66. The Series 66 can be in place of the 63, either is okay.

Bachelor's degree preferred; High School Diploma/GED required

TO APPLY: Email Resume to: deron.collins@randstadusa.com

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.