Registered Sales Assistant

2 months ago


Worcester, United States Clifford & Rano Associates, Inc. Full time

A well-established, New England-based Financial Advisor is seeking a qualified professional to join the team in the role of a remote (Eastern time zone only), licensed, full-time Sales Assistant.


This position requires excellent customer service, problem-solving skills and a thorough understanding of the financial services business.


The successful candidate will be extremely organized, detail-oriented and a self-starter.


Responsibilities:

  • Assist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documents
  • Document client interactions via Redtail CRM, follow up on client meetings
  • Prepare and submit client paperwork and financial transactions accurately
  • Prepare and process paperwork for new business accurately, includes paperwork for mutual funds, annuities and life insurance products
  • Respond to and correct paperwork not in good order
  • Inform financial advisor of client issues of significant concern
  • Stay apprised on industry and company rules and regulations
  • Attend virtual branch operations meetings


The Qualified individual will have:

  • Series 7 registration required
  • Ability to work independently
  • Problem solver and critical thinker


Desired Experience and Skills:

  • Financial services experience and FINRA Series 7 registration
  • Customer service experience required
  • Ability to develop strong client relationships
  • Excellent oral and written communication skills
  • Ability to work independently
  • Problem solver, critical thinker and creative skills
  • Ability to anticipate client and advisor needs
  • Capable of working under deadlines
  • Ability to do research to answer questions


Technology Used:

  • Redtail CRM, Albridge, DocuSign, Morningstar, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)
  • Various investment and insurance company websites


We offer:

  • A supportive and professional work environment
  • Competitive compensation
  • Flexible schedule and remote office
  • 401k after one year



  • Worcester, United States Clifford & Rano Associates, Inc Full time $70,000 - $80,000

    Job DescriptionJob DescriptionA well-established, New England-based Financial Advisor is seeking a qualified professional to join the team in the role of a remote (Eastern time zone only), licensed, full-time Sales Assistant.This position requires excellent customer service, problem-solving skills and a thorough understanding of the financial services...

  • Sales Associate

    3 weeks ago


    Worcester, Massachusetts, United States Morgan Memorial Goodwill Industries Full time

    **Job Summary:**We are seeking a highly skilled Sales Associate to join our team at Morgan Memorial Goodwill Industries. As a Sales Associate, you will be responsible for providing exceptional customer service and driving sales growth in our retail environment.**Key Responsibilities:**Process customer sales quickly and accurately on the cash register.Provide...


  • Worcester, Massachusetts, United States CVS Health Full time

    Job SummaryCVS Health is seeking a highly skilled Registered Nurse to join our team as a Clinical Sales Liaison. In this role, you will be responsible for supporting our hospital accounts in Worcester, MA, including UMASS and St. Vincent's.Key ResponsibilitiesCollaborate with case managers, physicians, referral sources, and home health agencies to facilitate...

  • Sales Associate I

    3 months ago


    Worcester, United States Morgan Memorial Goodwill Industries Full time

    **511-Worcester Sales Associate I** 25 Park Ave, Worcester, MA 01605, USA Req #677 Thursday, March 3, 2022 511-Worcester Sales Associate I **SUMMARY:** This position is responsible for providing high-quality service to customers through efficient sales and effective merchandising in a pleasant and clean retail environment. **ESSENTIAL DUTIES AND...


  • Worcester, United States Citi Trends Full time

    Citi Trends - 0570 Citi Trends, 867 Grafton St. Worcester, MA 01604 [Sales Associate / Team Member] As a Store Sales Associate at Citi Trends, you'll: Provide proper customer service such as, but not limited to, greeting customer, abides by fitting room policies, etc; Call out prices for customer when ringing register transaction; Bag merchandise efficiently...

  • Cashier Assistant

    7 days ago


    Worcester, Massachusetts, United States Michaels Stores Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Cashier to join our team at Michaels Stores. As a Cashier, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized store environment.Key ResponsibilitiesProvide fast and friendly checkout experiences for...

  • Shop Sales Clerk

    1 month ago


    Worcester, United States Worcester Art Museum Full time $15

    Job DescriptionJob DescriptionDescription:Job Title: Sales Clerk, The Museum ShopEmployment Type: Part Time, Non-exemptDepartment: Gift ShopDivision: FinanceReports to: Shop ManagerSupervisory Responsibilities: NoneSalary Range: $15.50 HourlyDiversity, Equity, Accessibility, and Inclusion at WAM: At WAM we are committed to building a diverse environment, one...


  • Worcester, Massachusetts, United States Compass Group USA Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Polar Park. As a key member of our sales team, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized sales environment.Key Responsibilities:Perform sales transactions in a...


  • Worcester, Massachusetts, United States DICK'S SPORTING GOODS INC Full time

    {"h1": "Retail Cashier Job Description at DICK\u0027S SPORTING GOODS INC", "p": "At DICK\u0027S SPORTING GOODS INC, we\u0027re committed to creating an inclusive and diverse workforce that reflects the communities we serve. As a Retail Cashier, you\u0027ll play a critical role in providing genuine, helpful, and friendly service to our athletes, helping them...

  • Sales Associate

    1 week ago


    Worcester, Massachusetts, United States Worcester Art Museum Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Sales Clerk to join our team at the Worcester Art Museum Gift Shop. As a Sales Clerk, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and processing sales transactions through our Point-of-Sale system.Key...


  • Worcester, Massachusetts, United States EbLens Full time

    {"title": "Sales Associate Opportunity", "description": "**EbLens****Sales Associate - Worcester, MA****Worcester, MA - Part Time**Our Mission At EbLens, we are committed to delivering exceptional customer service and providing a unique retail experience. We are seeking a Sales Associate to join our team in Worcester, MA.Responsibilities:\u2022 Provide...

  • Sales Director

    6 days ago


    Worcester, Massachusetts, United States Highgate Hotels Full time

    Sales Manager Job DescriptionHighgate Hotels is seeking a highly motivated and experienced Sales Manager to join our team. As a Sales Manager, you will be responsible for driving revenue growth and increasing sales through effective account management, prospecting, and business development.Key Responsibilities:Attend daily Highgate Hotel Business Review...

  • Sales Associate

    4 days ago


    Worcester, Massachusetts, United States Worcester Art Museum Full time

    {"title": "Sales Clerk", "description": "Job SummaryWorcester Art Museum is seeking a Sales Clerk to join our team in the Gift Shop. As a Sales Clerk, you will be responsible for providing excellent customer service, processing sales transactions, and maintaining a clean and organized store environment.Key ResponsibilitiesInteract with customers, respond to...


  • Worcester, Massachusetts, United States Walmart Full time

    Job Title: Cosmetics CashierJoin Walmart, a leading retailer, as a Cosmetics Cashier and be part of a dynamic team that delivers exceptional customer service and sales expertise in the cosmetics department.Job Summary:We are seeking a skilled and enthusiastic Cosmetics Cashier to join our team. As a Cosmetics Cashier, you will be responsible for providing...

  • Sales Associate I

    3 weeks ago


    Worcester, Massachusetts, United States Morgan Memorial Goodwill Industries Full time

    Job Summary:This role is responsible for delivering exceptional customer service and driving sales through effective merchandising and sales techniques in a fast-paced retail environment.Key Responsibilities:Process customer transactions accurately and efficiently on the cash register.Provide customers with product information, answer questions, and resolve...

  • Sales Associate

    4 months ago


    Worcester, United States Bob's Discount Furniture Full time

    Location: Location: Sales Associate in Worcester, MA at Bob's Discount Furniture **Location:** **Experience:** Not Specified **Job Description** **Sales Associates** **Full-Time and Part-Time Career Opportunities** Our Sales Associates are a major driving factor behind Bobs Discount Furnitures success and expansive growth in the retail industry. At Bobs...

  • Area Sales Director

    3 weeks ago


    Worcester, Massachusetts, United States Lepage Bakeries Park Street, LLC Full time

    {"Job Title": "Area Sales Director", "Job Summary": "We are seeking an experienced Area Sales Director to join our team at Lepage Bakeries Park Street, LLC. As a key member of our sales team, you will be responsible for supporting our Independent Distributors in managing customer relationships, engaging in sales activities, and growing their customer...

  • Sales Associate

    3 weeks ago


    Worcester, Massachusetts, United States Bob's Discount Furniture Full time

    About the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Bob's Discount Furniture. As a Sales Associate, you will play a key role in delivering exceptional customer service and helping customers find the perfect home furnishings solutions.Key ResponsibilitiesGreet and engage customers, understanding their home...

  • Sales Professional

    4 weeks ago


    Worcester, Massachusetts, United States Sysco Full time

    Company Overview:Sysco is the global leader in foodservice distribution, serving over 700,000 customer locations worldwide.Job Summary:This is an outside sales position responsible for promoting the company's products and services, building relationships with new and existing accounts, and achieving sales and profit goals established by the company.Key...

  • Retail Sales Manager

    4 weeks ago


    Worcester, Massachusetts, United States DICK'S SPORTING GOODS INC Full time

    **Job Summary**We are seeking a highly motivated and customer-focused Retail Sales Leader to join our team at DICK'S Sporting Goods. As a Retail Sales Leader, you will be responsible for providing exceptional customer service, leading a team of sales associates, and driving sales growth in our store.**Key Responsibilities:**Lead a team of sales associates to...