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SALES - UIT SPECIALISTS
| Details |
Country: USA
Location: Chicago IL
Total applied: 40
Location:US-IL-Chicago
Base Pay:N/A
Employee Type:Full-Time Employee
Industry:Banking - Financial Services Sales - Marketing
Manages Others:no |
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SALES - UIT SPECIALISTS
UIT SPECIALISTS
The primary responsibility of this position is to increase sales of Unit Investment Trusts and provide exceptional customer services to client firms, registered representatives, and FIS personnel. The successful candidates will also be responsible for profiling prospects and current buyers as to their specific objectives, risk tolerance and income needs, qualifying registered representative business models, inputting data, using available sales tools and knowledge to increase sales of UITs, using analytics to review and build portfolios and providing solutions to client needs.About Us
Fixed Income Securities LP (FIS), a broker/dealer, member NASD, SIPC and SEC registered investment advisor, provides a comprehensive investment resource designed to provide financial professionals with efficient access to financial markets. We specialize in providing innovative products, portfolio analysis and customized investment strategies. Established in 1979, FIS has major offices in Arizona, California, Colorado, Kansas, New York and Texas with a staff of close to 200 investment professionals nationwide. We are growing rapidly and are currently looking to add an UIT Specialist to our Chicago office.
salesperson, salesman, saleswoman, selling, inside sales, outside sales, account executive, ae,
REQUIREMENTS
Requirements
Candidates must possess the ability to work well in a team setting as well as individually and possess strong customer service and sales skills. At least 2 years experience in the financial industry, functional knowledge of MS Office Suite, equity and Fixed Income knowledge preferred.
We will consider Series 6 and 63 or 66 licensees. Series 7 and 63 or 66 preferred.FIS offers a competitive compensation package and comprehensive benefits program including medical, dental, vision, 401(k) and training.
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