Financial Retail Sales Assistant - Non-Registered jobs in Massachusetts

Financial Retail Sales Assistant - Non-Registered provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer basic product questions, make changes to accounts, and open new accounts. Being a Financial Retail Sales Assistant - Non-Registered coordinates but does not execute orders. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Additionally, Financial Retail Sales Assistant - Non-Registered tracks referrals, schedules sales appointments, and fulfills requests for information. Has a basic knowledge and understanding of the firm's product offerings. Typically requires an associate degree. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Non-Registered works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Retail Sales Assistant - Non-Registered typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

B
Financial Counselor
  • Beth Israel Lahey Health - Non Executive
  • Boston, MA FULL_TIME
  • When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives.

    Job Type:

    Regular

    Scheduled Hours:

    40

    Work Shift:

    Day (United States of America)

    Responsible for the quality and integrity of patient demographics, insurance information, and completion of MSP, IM and general agreement forms and the processing of all applicable Virtual Gateway applications. Arranges payment collections for self-pay collections.

    Job Description:

    Essential Responsibilities:

    • Reviews all demographic and insurance information on patients that are admitted to assigned inpatient units.
    • Obtains all applicable signatures at time of admission and completing all applicable questionnaires.
    • Screens all un/underinsured patients for insurance coverage. If applicable completes a Virtual Gateway application for State assistance programs. Documents in CCC that an application has been submitted and does the necessary follow up to ensure all supporting documentation is submitted.
    • Is a point of contact for Case Management and Social Services for assigned inpatient floors.
    • Communicates effectively with the Authorization Unit on insurance changes and updates the system and prints a new face sheet.
    • Makes necessary referrals to outside agency's to complete Long Term, Disability and out of state Medicaid applications.
    • When a patient is deemed self- pay works with appropriate staff in the department to prepare self- pay estimate for services being rendered.

    Required Qualifications:

    • High School diploma or GED required. Associate's degree preferred.
    • 1-3 years related work experience required.
    • Solid knowledge of managed care rules and regulations, medical terminology, ICD 9 and CPT codes. This knowledge is generally acquired through a minimum of 2-3 years hospital revenue cycle experience.
    • A strong working knowledge of all state-funded insurance product offerings, coordination of benefits and payer requirements.
    • Experience with computer systems required, including web based applications and some Microsoft Office applications which may include Outlook, Word, Excel, PowerPoint or Access.

    Preferred Qualifications:

    • Prior experience processing virtual gateway applications preferred.

    Competencies:

    • Decision Making: Ability to make decisions that are guided by general instructions and practices requiring some interpretation. May make recommendations for solving problems of moderate complexity and importance.
    • Problem Solving: Ability to address problems that are varied, requiring analysis or interpretation of the situation using direct observation, knowledge and skills based on general precedents.
    • Independence of Action: Ability to follow general instructions and procedures as provided. Work is monitored by supervisor/manager.
    • Written Communications: Ability to communicate clearly and effectively in written English with internal and external customers.
    • Oral Communications: Ability to comprehend and converse in English to communicate effectively with medical center staff, patients, families and external customers.
    • Knowledge: Ability to demonstrate full working knowledge of standard concepts, practices, procedures and policies with the ability to use them in varied situations.
    • Team Work: Ability to work collaboratively in small teams to improve the operations of immediate work group by offering ideas, identifying issues, and respecting team members.
    • Customer Service: Ability to provide a high level of customer service to patients, visitors, staff and external customers in a professional, service-oriented, respectful manner using skills in active listening and problem solving. Ability to remain calm in stressful situations.

    Physical Nature of the Job:
    Light work: Exerting up to 20 pounds of force frequently to move objects. Some elements of the job are sedentary, but the employee will be required to stand for periods of time or move through out the hospital campus

    FLSA Status:

    Non-Exempt

    As a health care organization, we have a responsibility to do everything in our power to care for and protect our patients, our colleagues and our communities. Beth Israel Lahey Health requires that all staff be vaccinated against influenza (flu) and COVID-19 as a condition of employment. Learn more about this requirement.

    More than 35,000 people working together. Nurses, doctors, technicians, therapists, researchers, teachers and more, making a difference in patients' lives. Your skill and compassion can make us even stronger.

    Equal Opportunity Employer/Veterans/Disabled

  • 8 Days Ago

B
Financial Analyst
  • Beth Israel Lahey Health - Non Executive
  • Charlestown, MA FULL_TIME
  • When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Job Type: Regular Scheduled Hours: 40 Work Shift: Day (United States of America) Report...
  • 10 Days Ago

B
Securities Sales Assistant
  • Baystate Financial
  • Wellesley, MA FULL_TIME
  • Securities Sales Assistant Baystate Financial, a Premier Financial Services organization in New England and beyond, seeks a securities administrative team member for our East Providence, RI, Wellesley...
  • 25 Days Ago

B
Securities Sales Assistant
  • Baystate Financial
  • Boston, MA FULL_TIME
  • Securities Sales Assistant Baystate Financial, a Premier Financial Services organization in New England and beyond, seeks a securities administrative team member for our East Providence, RI, Wellesley...
  • 25 Days Ago

H
Assistant Controller
  • Healthcare / non-profit industry
  • Wellesley, MA FULL_TIME
  • Assistant Controller – Healthcare / Real Estate Industry - $120K - $130K Roessel Joy has partnered with a leader in the local healthcare industry. Located in Wellesley, MA who is seeking to bring on a...
  • 7 Days Ago

H
Assistant Controller
  • Healthcare / non-profit industry
  • Wellesley, MA FULL_TIME
  • Assistant Controller – Healthcare / Real Estate Industry - $120K - $130K Roessel Joy has partnered with a leader in the local healthcare industry. Located in Wellesley, MA who is seeking to bring on a...
  • 7 Days Ago

N
Financial Sales Advisor
  • Northwestern Mutual
  • Austin, TX
  • LOCAL candidates only. Must live in Austin metro area or already plan to be moving here. Finance or sales experience not...
  • 4/26/2024 12:00:00 AM

T
Financial Sales Representative
  • The Western and Southern Life Insurance Company
  • Charlotte, NC
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 4/26/2024 12:00:00 AM

A
Financial Sales Representative
  • Allstate
  • We are looking for talent in Rhode Island....We have immediate opportunities and access to existing books of business. W...
  • 4/25/2024 12:00:00 AM

N
Entry-Level Financial Service Sales Professional
  • New York Life - North Dakota
  • Fargo, ND
  • Description Are you a dedicated individual seeking an entry-level opportunity in financial services in Fargo, ND? Join o...
  • 4/24/2024 12:00:00 AM

N
Financial Sales Advisor
  • Northwestern Mutual
  • Austin, TX
  • LOCAL candidates only. Must live in Austin metro area or already plan to be moving here. Finance or sales experience not...
  • 4/23/2024 12:00:00 AM

N
Financial Sales Representative
  • Northwestern Mutual
  • If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financi...
  • 4/23/2024 12:00:00 AM

N
Financial Sales Representative
  • Northwestern Mutual
  • Minnetonka, MN
  • Job Description-Financial Advisor Choose a career where changing someone else’s life for the better is also life-changin...
  • 4/22/2024 12:00:00 AM

A
Financial Sales Representative
  • AMG B Group
  • Greensboro, NC
  • Job Description Job Description Seeking experienced Insurance agents with 1 year of experience and/or sales experience i...
  • 4/22/2024 12:00:00 AM

Massachusetts is the 7th-smallest state in the United States. It is located in the New England region of the northeastern United States and has an area of 10,555 square miles (27,340 km2), 25.7% of which is water. Several large bays distinctly shape its coast. Boston is the largest city, at the inmost point of Massachusetts Bay, and the mouth of the Charles River. Despite its small size, Massachusetts features numerous topographically distinctive regions. The large coastal plain of the Atlantic Ocean in the eastern section of the state contains Greater Boston, along with most of the state's po...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Non-Registered jobs
$45,842 to $58,357

Financial Retail Sales Assistant - Non-Registered in Chattanooga, TN
Sales assistants also answer inquiries and concerns the customer may have related to the product that they offer.
January 21, 2020
Financial Retail Sales Assistant - Non-Registered in Evansville, IN
The primary duties and responsibilities of non-registered retail sales assistant are as follows.
February 04, 2020
Financial Retail Sales Assistant - Non-Registered in Miami, FL
Non-registered financial retails sales assistant may also serve as a liaison officer between registered representatives and their clients.
February 08, 2020