Financial Retail Sales Assistant - Registered jobs in New York

Financial Retail Sales Assistant - 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 product questions, make changes to accounts, open new accounts, and receive orders. Being a Financial Retail Sales Assistant - Registered may execute orders from existing clients. 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 - Registered coordinates referrals, sales appointments, and requests for information. Has a solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Depending on the product's sold, may also require completion of FINRA Series 7 General Securities Representative qualification. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Registered work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Financial Retail Sales Assistant - Registered typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Scheduling Coordinator Assistant
  • Critical Healthcare Registered Nursing Services
  • Rocky Point, NY FULL_TIME
  • SCHEDULING COORDINATOR ASSISTANT

    HOME HEALTHCARE INFUSION AGENCY
    Port Jefferson, N.Y Location

    Fast-paced and fast growing NYS Licensed Home Healthcare Infusion Agency, looking for a Scheduling Coordinator to work in our Port Jefferson, NY office location. This candidate should possess sharp skills, is
    energetic, motivated, outgoing, and confident to get the job done.

    We staff national pharmacies with infusion nurses that specialize in the administration of high risk intravenous medications to chronically ill patients in their homes in Suffolk & Nassau Counties, the 5
    boroughs of NY, New York City, Staten Island, CT and NJ. We provide safe, high quality services that the patient and their family deserve.

    Must Have:

     Preferred scheduling coordinator experience a plus

     Has knowledge of medical terminology a plus

     Excellent phone skills/communication skills

     Detail oriented; proficient computer skills (Microsoft Office, Excel , Outlook , ACT, Email & Google)

     Must have the ability to multitask

     Desire to continue to learn and grow with company

     Must be very reliable and punctual; compliance with HIPAA

     Adherence to Agency and Department of Health (DOH) policy & procedures

     Professionalism

    Responsibilities:

     Answering phones

     Accurate scheduling and coordination of patient services; staff RN’s and taking verbal orders from MD’s

     Maintains scheduling documentation

     Contacts care providers and clients regarding day-to-day changes

     Enters scheduling data/creates schedules

     Enters staff RN and client information into database

     Performs general office duties including but not limited to photocopying, filing, shredding, faxing, mailing, emailing, texting and telephone services

     Assists other employees where needed

     Is responsible and cooperative with patients/families, supervisors, fellow employees/ staff RN’s and MD’s

     Maintains friendly working atmosphere

     Maintains appropriate attitude and appearance

     Utilizes established channels of communication

     Recognizes limitations and seeks assistance appropriately

    Benefits: 401K
    90/Day Probationary Period

    Job Type: Full-time

    Pay: $18.00 - $20.00 per hour

    Benefits:

    • 401(k)
    • Dental insurance
    • Health insurance
    • Paid time off

    Schedule:

    • Monday to Friday

    Work Location: In person

  • 11 Days Ago

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Office Clerical Assistant
  • Critical Healthcare Registered Nursing Services
  • Port Jefferson Station, NY FULL_TIME
  • Critical HealthCare is looking for an Office Assistant to join our office. In this role, you’ll play a critical role in keeping our office a positive, welcoming and productive environment. You’ll also...
  • 16 Days Ago

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Retail Sales Representative
  • Wireless Sales
  • Clifton Park, NY FULL_TIME,PART_TIME
  • Are you outgoing, self-motivated, reliable, and love technology? MarketSource is currently searching for a Retail Sales Rep to join our Target Tech family! Our Retail Sales Rep position is designed to...
  • 1 Month Ago

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Financial Sales Representative
  • Strategic Financial Solutions
  • New York, NY OTHER
  • Overview Join an industry that directly benefits from the market we are in! Timing is everything. Does a job in an industry that is BOOMING get you excited? How about a role requiring hard work but ha...
  • 18 Days Ago

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Financial Sales Representative
  • Strategic Financial Solutions
  • Florida, NY OTHER
  • Overview Schedule: Sunday-Thursday, 10am-7pm EST Join an industry that directly benefits from the market we are in! Timing is everything. Does a job in an industry that is BOOMING get you excited? How...
  • 19 Days Ago

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Financial Sales Representative
  • Strategic Financial Solutions
  • Buffalo, NY OTHER
  • Overview Join an industry that directly benefits from the market we are in! Timing is everything. Does a job in an industry that is BOOMING get you excited? How about a role requiring hard work but ha...
  • 21 Days Ago

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Financial Services Sales Professional
  • New York Life - Reno
  • Reno, NV
  • Are you a motivated people person looking for the chance to break into a new industry? If the answer is yes, we are look...
  • 3/28/2024 12:00:00 AM

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Entry-Level Financial Service Sales Professional
  • New York Life - North Dakota
  • Fargo, ND
  • New York Life in Fargo, ND is seeking a dedicated individual to join us as an Entry-Level Financial Service Sales Profes...
  • 3/28/2024 12:00:00 AM

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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...
  • 3/27/2024 12:00:00 AM

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Financial Sales Representative
  • New York Life Insurance Company
  • Melville, NY
  • FINANCIAL SALES REPRESENTATIVE For those with an entrepreneurial spirit who desire unlimited income potential and a flex...
  • 3/27/2024 12:00:00 AM

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Financial Sales Representative
  • Northwestern Mutual
  • Garden City, NY
  • Our financial representatives at Northwestern Mutual – Garden City help clients reach their goals by developing and impl...
  • 3/26/2024 12:00:00 AM

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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...
  • 3/25/2024 12:00:00 AM

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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...
  • 3/24/2024 12:00:00 AM

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Financial Sales Representative
  • Premium Merchant Funding
  • Miami, FL
  • Job Description As one of the world's most versatile private funders, Premium Merchant Funding finances and supplies sma...
  • 3/24/2024 12:00:00 AM

New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States. New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean. In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$57,630 to $103,467

Financial Retail Sales Assistant - Registered in Spartanburg, SC
Whenever non-registered sales assistants need help, they can rely on registered sales assistants support.
February 02, 2020
Financial Retail Sales Assistant - Registered in Pocatello, ID
It is also the duty and responsibility of financial retail sales assistant to create reports for the sales forces, regarding sales results, team earnings, and market conditions.
March 02, 2020
Financial Retail Sales Assistant - Registered in Billings, MT
Non-registered sales assistants are commonly seen selling products in physical stores.
January 11, 2020