Webster Bank

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WIS Sales Assistant

at Webster Bank

Posted: 8/27/2019
Job Reference #: 5000483910406
Keywords: office

Job Description

200 College St-NH760
New Haven

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935 by Harold Webster Smith, our focus has always been to put people first--doing whatever we can to help individuals, families and businesses achieve their financial goals. And while we've grown into a leading commercial bank, we remain passionate about serving our customers, supporting our communities, and making a difference in people's lives. We can make a difference in your life, too. By empowering you to build the meaningful career you've been looking for.

Responsibility, respect, trust, teamwork and citizenship are the values on which Webster was founded. Together we call them The Webster Way, and they are what set us apart as a bank and an employer. Guided by these values, we put people first - working hard to live up to our customers, and each other, every day.

Webster Investment Services Sales Assistant Job Description



The Sales Assistant will be responsible for providing administrative support: (e.g., telephone coverage, mail, meeting arrangements, appointment setting, outbound calling, coordinate communications, fax and photocopy)


Maintain Financial Consultant's file system

Ensure office is in compliance with FINRA regulations (e.g., orderly customer filing, maintain up-to-date inventory of critical materials: approved product list, prospectuses, performance reports, forms; ensure manuals and FINRA books are available to each registered branch)

Keep complete log of all sales and appointments; assist with tracking and reporting of sales/appointments by branch for both FC and LBEs

Follow-up with customers who were referred by bank staff and track all kept appointments for reporting purposes

Point person for maintaining and scheduling FC calendar

Maintain extract data from customer database contact management system

Monitor and maintain inventory of required office supplies, including marketing collateral, forms and documents

Telemarket to book appointments, including qualifying leads

Handle a variety of customer communications - prospecting letters, confirm appointments, send out appointment cards and review cards, send contracts and policies, order customer illustrations, trouble shoot customer problems for resolution

Prepare and assist with marketing activities, including investment days, seminars, telemarketing nights, direct mail campaigns

Reconcile commission reports

Assist with coordination of LBE program, including communications, reporting, tracking, promotional events

Attend meetings as required and work on miscellaneous projects as requested


Series 6 & 63 as well State Life Insurance License is expected but not required within one year of hire. Continued compensation and career growth is very much dependent on obtaining 6 & 63 licenses

Associate degree preferred

 The incumbent should be:

Resourceful, motivated, enthusiastic and take initiative

Highly organized

Proficient in Windows--Based Excel and Word

Comfortable and efficient in telemarketing activities

Able to communicate effectively and thoroughly

Possess a broad knowledge of administrative skills

Have good judgment skills

Have a strong sensitivity to follow-through and be diligent about meeting deadlines

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!