XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
$35,479 - $172,607
Country: United States | Currency: USD | Updated: 20 Sep 2015 | Individuals Reporting: 11
Job Description for Sales Representative, Investments
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
Meet, contact and discuss with clients regarding financial plans utilizing knowledge of tax and investment strategies, pension plans, and real estate.
Recommend strategies clients can use to achieve their financial goals and objectives.