Sales Assistant - Military veterans preferred

Through its relationship with CUSO Financial Services, L. P. (CFS) Los Angeles Federal Credit Union is seeking a Sales Assistant to join the team in the Los Angeles, CA area.From its early beginnings to today, Los Angeles Federal Credit Union (LAFCU) has remained a strong, secure financial institution and has grown since the initial deposit of $65 from 12 members to over $1.2 Billion in assets from 73,000 members. As LAFCU grew, the need to over a variety of financial services to its members grew as well and the continued growth in the investment program has created the need to add a Sales Assistant to the team.As a Sales Assistant, you become part of the credit union environment providing support to the Financial Advisor(s) and help to build member relationships. The position is responsible for support and coordination of all activities related to client service, processing of paperwork, and coordination of business development activities, as well as contribution to sales if appropriately licensed.Job duties and responsibilities may include:Possesses solid product knowledge of financial products and serviceResponsible for making outbound calls to warm leads to schedule appointmentsResponsible for trade executionProject coordinationPrepare reports and financial dataAbility to work well with all levels of internal management and staff, as well as outside clients and vendorsTrack sales progressField telephone calls, receive and direct visitorsSupport the team with events, acting as an event coordinator and person of contactTroubleshoot minor technical and service issuesStrong computer and organization skillsMaintain a FINRA compliant filing system with all recordsSchedule appointments and maintain calendarCommunicate with members/clients in a positive manner both in person and/or by telephonePractice high quality service standards in all interactions with clients, prospective clients, and personnel in other departments within the credit unionAdminister branch referral contests and branch referral tracking; submit branch referral tracking logs to appropriate departmentDemonstrate an understanding that the credit union offers financial services and investments through CFSFlexibility, excellent interpersonal skillsTo meet the service needs of the team and clients, job function may necessitate changes in location.Required Qualifications:A minimum 2 years of experience in a support, sales, or administrative capacity in a financial service or sales environmentExcellent organizational and communication skillsDesired Qualifications:Series 7 and 63/65 or 66 FINRA licensesLife and Health Insurance LicensedCollege degreeSalary Range: $40,000 to $45,000 AnnuallyCFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to get there. We are led by visionary financial services leaders who see farther. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team!EOE** Representatives are employed by and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.