Financial Services Representative

Location: Remote
Compensation: Salary
Staff Reviewed: Wed, May 08, 2024
This job expires in: 20 days

Job Summary

A company is looking for a Financial Services Representative.

Key Responsibilities:
  • Respond to incoming calls from investment professionals, plan sponsors, and members on various topics
  • Interpret and apply changes and enhancements to products, offer consultative expertise, and maintain detailed documentation
  • Educate customers on tax implications, penalties, benefits, and analyze problems for resolution

Required Qualifications:
  • High school diploma or equivalent required, undergraduate degree preferred
  • ChFC, CLU, or other industry designations desirable, FINRA series 6 and/or 26 licenses preferred
  • One year of experience in customer service or sales-related occupations
  • Knowledge of insurance products, sales process, and state and local laws
  • Ability to understand plan/contract aspects and utilize technology for customer interactions

COMPLETE JOB DESCRIPTION

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