Licensed Sales Support Specialist- Olympia or Seattle Area

WSECU

Olympia, WA

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JOB DETAILS

JOB TYPE

Full-time, Employee

SKILLS

Administrative Skills, Broadband, Brokerage, Business Administration, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Data Analysis, Data Collection, Documentation, Event Management, Finance, Health Insurance, Health Plan, Incentive Programs, Interpersonal Skills, Investment Management, Investment Services, Licensing, Life Insurance, Long-Term Care, Mail Processing, Pinnacle, Reporting Skills, Revenue/Sales Reporting, Sales Support, Series 6, Service Level Agreement (SLA), Social Media, Team Building, Telephone Skills, Time Management, Vision Plan, Writing Skills

LOCATION

Olympia, WA

POSTED

30+ days ago

As a Licensed Sales Support Specialist, you'll have the opportunity to work on a team that impacts staff and members in direct and meaningful ways, each and every day! This role supports the back office of the Investment Services program to support our team of Financial Advisors for Investment Management to maintain their flow of business and meet with more clients and prospects.

If service, growth, and brand-promise resonate with you, come join our team! Dedication to member experience and building relationships will be a key to your success at WSECU - we are "all in" for our members and employees.

Your day may include:

Working with advisors and members/clients to provide support
Scheduling appointments, confirmations, and following up on meetings
Analyzing advisors' books of business to uncover opportunities with existing clients
Referral management: qualifying referrals, assigning/entering referrals to CRM, updates on Symitar and SalesVision, following up on corrections or additional sales amounts, reporting to front line staff with Pinnacle
Working with advisors to maintain client service level agreements
Relationship touch points, event management, and social media follow up and maintenance
Reviewing client accounts and documents when applicable
Marketing campaigns for maintaining and following up with clients and prospects
Notes and documentation for client interactions
Mail processing and distribution
Serving as a liaison between WSECU employees, branches, and advisors
Maintaining knowledge of the variety of fund companies and products we work with
Audit preparation and assistance with DFI and LPL audits
Maintaining and creating reporting relevant to sales and activities
Maintaining required Broker Dealer, FINRA, Firm Element, CE required trainings, and licensing and registration
Broker Dealer alerts and notifications
Staying current with LPL compliance news, training information, technology and enhancements

What you bring to the team:

Well-developed interpersonal, written, and telephone communication skills
Ability to acquire FINRA Series 6, 7, 63, 65, or 66 and State Life and Health Insurance license within 12 months from hire
Ability to calculate figures and percentages, and collect and analyze data
Microsoft Office proficiency

Bonus points if you have:

Bachelor's degree in Business Administration, Finance, or closely related field
Financial industry experience
Project and time management skills
Ability to use formulas, perform calculations and link items in Excel

Competitive pay: Olympia-$27.25 - $40.88 per hour, dependent on relevant qualifications, plus an annual discretionary incentive plan and benefits package.

The target starting pay for this position is $27.25 - $34.06 per hour, typically within the first half of the range. Actual offers will be based on individual qualifications relevant to the role and will not take an applicant's pay history into account.
The range above allows our employees room for growth through annual merit and other pay increase during their tenure in the position.

Competitive pay: Seattle- $30.94 - $46.41 per hour, dependent on relevant qualifications, plus an annual discretionary incentive plan and benefits package.

The target starting pay for this position is $30.94 - $38.67 per hour, typically within the first half of the range. Actual offers will be based on individual qualifications relevant to the role and will not take an applicant's pay history into account.
The range above allows our employees room for growth through annual merit and other pay increase during their tenure in the position.

Where we're located: 330 Union Ave, Olympia WA or University Branch:1121 NE 45th St. Seattle, WA. Employee must reside and perform all work in the state of Washington. This is a hybrid position that blends working in-office and from home. Works onsite two (2) occasions per week.

Working from home/hybrid requirements:

Reliable, high-speed home internet connection
Private, confidential workspace, away from distractions and other people
Suitable desk/surface and desk chair

When you'd work: Monday - Friday from 8:30 am to 5:30 pm, full time minimum 40 hours per week, with scheduling flexibility required to meet business needs for this non-exempt position

Perks: Here are a few benefits and perks we offer:

Medical, Dental, Vision, and Life Insurance with Premiums paid by WSECU
Full-Time Regular employees accrue general leave and sick leave, on a monthly basis
Part-Time employees accrue general leave, on a monthly basis
11 Paid Holidays
Employer paid Long Term Disability & Long Term Care plan for Full-Time employees
Employer paid Long Term Care plan for Part-Time employees
401(K) with 8.5% Contribution by WSECU to begin 1st quarter after 1 year of service
Paid Volunteer Leave
Tuition Assistance
Employee Assistance Program & Employee Discounts
And, you get to work with some awesome people!

WSECU was named to the Forbes Best-In-State Credit Unionlist in 2025, making us the only credit union in Washingtonto earn this recognition five years in a row!

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#LI-Hybrid

We look forward to reviewing your application!All applicants must include a resume.Visa sponsorship not available.Contact us at 360-754-2118 with any questions.

We champion our employees' unique differences because we believe diversity is critical to the success of our members and the communities we serve. We're proud to provide a workplace based on equality and do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law.

Accommodations are available for applicants with disabilities. If you are an individual with a disability and require a reasonable application to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 360-754-2118 or email us for assistance.

Equal Opportunity Employer
We also proudly support veterans and those currently serving in the armed forces

About the Company

WSECU

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