Sales Representative bei None

ESSENTIAL DUTIES AND RESPONSIBILITIES 

• Develop and maintain a thorough understanding of the financial markets. Maintain knowledge of security market trends, issues, and developments affecting corporations whose securities are sold by Stephens.
• Maintain a high level of profitable sales.
• Maintain up-to-date familiarity with the current securities portfolio in order to ensure optimum marketing potential.
• Develop and maintain client relationships. Understand client’s investment objectives and determine specific needs.  Inform clients of current market trends and make recommendations to clients regarding appropriate investment strategies. 
• Determine specific customer needs and ensuring that appropriate market transactions are executed.
• Develop and maintain contacts for the sale of securities by participating in a customer call program to existing and prospective customers.
• Perform other job related duties as required.

EDUCATION AND/OR EXPERIENCE                                 

• Bachelor's degree in a related field.
• 3+ years of related experience and/or training.
• Equivalent combination of education and experience.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS 

• SIE – Securities Industry Essentials.
• Series 7 – General Securities Representative.
• Series 66 – Combined State Law.

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