Pittsburgh, Pennsylvania, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Financial planning, Investment research, Trade execution, Salesforce, Client relationship management
Pittsburgh, Pennsylvania, United States · On-site
$15/hr–$18/hr
Coach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last—fo…
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Pittsburgh, Pennsylvania, United States · Hybrid
About Us: Proofpoint is a global leader in human- and agent-centric cybersecurity. We protect how people, data, and AI agents connect across email, cloud, and collaboration tools. Over 80 of the Fortune 100, 10,000 large…
Skills: Sales, Business development, Communication, Time management, Organizational skills
Pittsburgh, Pennsylvania, United States · On-site
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Pittsburgh, Pennsylvania, United States · On-site
$21/hr–$22/hr
Job Description In the Nordstrom Beauty Department, we strive to make our customers feel their best. As a member of the Beauty community, you'll create personalized beauty experiences for customers and be part of a passi…
Skills: Customer Service, Makeup Application, Skincare Analysis, Sales Goal Achievement, Product Recommendation
Lowe's Companies, Inc.Pittsburgh, Pennsylvania, United States · On-site
Your Impact at Lowe's As a Sales Specialist, you will be one of the first people our customers meet. Your sales expertise can help customers find the products they need and encourage them to transform a great project ide…
Skills: Sales, Customer service, Product expertise, Consulting, Inventory management
Pittsburgh, Pennsylvania, United States · On-site
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitiv…
Skills: Sales, Collections, Customer service, Multitasking, Communication
Charlotte, North Carolina, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Analytical thinking, Business acumen, Communication skills, Accountability, Responsibility
Pittsburgh, Pennsylvania, United States · On-site
We are Covestro. We are curious. We are courageous. We are colorful. We refine chemical material solutions with game-changing products. Let us empower you to push boundaries. Join us and our 18,000 colleagues now and tog…
Skills: Excel, PowerPoint, Word, Communication, Listening
Pittsburgh, Pennsylvania, United States · On-site
$21/hr–$22/hr
Job Description In the Nordstrom Beauty Department, we strive to make our customers feel their best. As a member of the Beauty community, you'll create personalized beauty experiences for customers and be part of a passi…
Skills: Customer service, Makeup application, Skincare analysis, Sales goal achievement, Product recommendation
Pittsburgh, Pennsylvania, United States · On-site
$18/hr–$19/hr
Job Description In the Nordstrom Beauty Department, we strive to make our customers feel their best. As a member of the Nordstrom Beauty community, you'll create personalized beauty experiences for customers and be part …
Skills: Customer service, Makeup application, Skincare analysis, Sales goal achievement, Product recommendation
Pittsburgh, Pennsylvania, United States · On-site
AutoZone’s Store Management team drives store performance, fosters a productive team, and ensures exceptional customer service. Managers and MITs play a key leadership role, expected to Live The Pledge and deliver WOW! C…
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Pittsburgh, Pennsylvania, United States · On-site
$50k–$80k/yr
Chowbus is a leading Asian restaurant technology SaaS platform, with deep roots in the North American market for years. Currently, we stand as a pioneering enterprise in the North American Asian Restaurant SaaS sector. D…
Skills: Sales, Prospecting, Relationship building, Cold calling, Salesforce
Mirpuri Group USA - PANDORA Jewelry DivisionPittsburgh, Pennsylvania, United States · On-site
$12/hr–$15/hr
Pandora @ Ross Park Mall As the largest jewellery brand in the world, we a give a voice to millions of people’s loves every day. Our beautiful products empower people all around the world to express themselves. We are pr…
Skills: Sales, Customer service, Product knowledge, Communication, Merchandising
Pittsburgh, Pennsylvania, United States · On-site
Overview: Tiffany & Co… the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & C…
Skills: Security operations, Loss prevention, Customer service, Incident management, Retail operations
Pittsburgh, Pennsylvania, United States · On-site
$15/hr–$18/hr
Benefits: Health insurance Opportunity for advancement Paid time off Training & development Wellness resources 401(k) Competitive salary Employee discounts Flexible schedule Do people often refer to you as their "energet…
Skills: Customer service, Sales, Membership sales, Communication, Conflict resolution
Pittsburgh, Pennsylvania, United States · On-site
GENERAL FUNCTION: The major responsibility of the Store Manager is to drive profitable sales growth through the delivery of outstanding patient experience. Lead team in a positive and productive environment, modeling exe…
Skills: Sales growth, Team leadership, Patient care, Staff training, Retail operations
GIA Legacy PlanningPittsburgh, Pennsylvania, United States · Remote Solely
An independent opportunity for driven, self-motivated people ready to build something of their own. If you are someone who wants to be in business for yourself — but not by yourself — this may be exactly what you have be…
Skills: Life Insurance Sales, Client Relationship Management, Lead Management, Sales Presentation, Self-motivation
Pittsburgh, Pennsylvania, United States · Remote OK
Job Title: Independent Sales Rep Aesthetics & Regenerative Biologics Job Type: Independent Sales Rep (1099); High Commission | Monthly Payouts | Significant Earning Potential Location: Throughout the US BENEV is expandin…
Skills: Aesthetics sales, Pharmaceutical sales, Business development, Relationship management, Consultative selling
Pittsburgh, Pennsylvania, United States · On-site
Salon Customer Experience Specialist The Customer Sales and Experience Specialist is the first and last impression of the salon, responsible for creating a welcoming, professional, and elevated experience for every guest…
Skills: Customer service, Retail sales, Appointment scheduling, Product knowledge, Communication
Pittsburgh, Pennsylvania, United States • On-site
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The role involves providing administrative and operational support to Financial Advisors, including preparing financial plans and executing client trades. Additionally, the associate will manage calendars, handle client inquiries, and assist in business development through lead outreach.
Candidates must possess a Bachelor's degree or equivalent experience, along with FINRA Series 7 and 66 licenses. Proficiency in the securities industry and strong communication skills are required for this client-facing role.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such as quotes and news, as well as trading and order features such as GTC expiration dates and settlement.
3. Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of warrants and rights.
4. Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records.
5. Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential.
7. Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.
8. Ensure new business paperwork is accurately successfully submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation.
9. Mitigate risk through appropriate authentication standards. This includes the authentication of incoming and outgoing client calls. Required to perform authentication callbacks for high risk transactions, such as third party distributions, profile changes and wires.
10. Maintain a professional environment and create a positive impression.
11. Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks.
12. Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met.
13. May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent experience and related training.
2. Experience in the securities industry and/or a sales assistant role.
3. Knowledge of securities markets and brokerage accounts.
4. Knowledge of the features and attributes of annuity products.
5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. (Candidates will be considered if they are partially licensed and can obtain the additional licenses during employment within 365 days)
6. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
7. Effective time management skills.
8. Ability to communicate effectively and professionally with clients, managers and other teammates.
9. Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information.
10. Ability to work in a self-directed fashion.
11. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
1. Three years of experience in the securities industry.
2. Previous sales and/or banking experience.
3. Bachelor's degree in business, accounting, finance, banking or equivalent education and related training.
4. Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Offices: Charlotte, North Carolina 28202, US
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