Sales Assistant - Investment Services

American Savings Bank Hawaii is seeking a Sales Assistant for Investment Services in Honolulu, HI. The role involves providing operational support to Financial Consultants, handling customer service requests, generating leads, and assisting with new account processes. Candidates should have at least one year of customer service or sales experience, proficiency in MS Office, and strong communication skills. A current Hawaii Life and Health license is required.
Primary Purpose of Job
Provides operational support to Financial Consultants (FCs), Associate Financial Consultant (AFCs), and Licensed Branch Employees with customer service requests, finding new leads by mining the FCs book as well as partnering with the branches, new account opening/maintenance, and product research. Follows up on pending business, money movement and commissions, provides administrative assistance and acts as liaison with B/D (Broker/Dealer) back office and vendors.
Major Job Accountabilities

Provides administrative support to assigned Financial Consultants and LBEs, which includes but is not limited to the following:
providing sales materials and supplies to field offices
answering day-to-day reference questions on product and program changes, processes and systems
processing customer service requests, new business, account inquiries and vendor account issue resolution
assists in generating financial plans
compiles and submits monthly reports
ensures the ASB/Inv Sev Disclosure form is completed with every New Account Application
Assisting FCs in research and problem resolution.
EnAct entry, maintenance, and updates as necessary


Follows up on pending business, service request completions, outstanding money movements and commissions with vendors and operations team.
Participates in FC customer relationship management and maintenance to include mailings, promotions, seminars, and periodic service calls.
Uncovers new leads through the use of the tools and resources provided by the branch partnership (ex. CD lists), and B/D (ex. RightBridge), and vendor partners (ex. Existing client book).
Provides branch referral trainings during branch huddles to increase awareness and education of our program.
Engages in other revenue generating activities as required to promote the program’s vision.

Experience Required

Minimum one (1) year of direct customer service and/or sales assistance experience, preferably in a retail, financial institution or financial services industry setting.

Required Skills Or Training

Proficient skills in MS Office (i.e. Word, Excel, Access, Outlook).Strong verbal and written communication skills.
Ability to work under pressure with multiple deadlines, use judgment or discretion within own scope of authority.
Works with minimum supervision, follows instructions, works cooperatively with others as part of a larger team.
Able to adapt to ongoing rapid change and grasp new processes and issues quickly.
Able to strictly adhere to policies and procedures within a highly regulated environment.

Professional Certifications, Licenses, And/or Registration Requirements

Current Hawaii Life and Health licenses

EOE, including disability/veterans
At American Savings Bank, we welcome and support all individuals and celebrate the diversity of our team members, customers and community. We are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers. If you need assistance searching for a job or submitting an application, please contact us by calling 808-538-2000 and a member of our Recruitment team will follow up with you.
Mahalo for your interest in American Savings Bank!