Financial Services Representative

Location: Remote
Compensation: Salary
Staff Reviewed: Tue, Jul 02, 2024
This job expires in: 21 days

Job Summary

A company is looking for a Financial Services Representative.

Key Responsibilities:
  • Responding to incoming calls from investment professionals, plan sponsors, and members on various topics
  • Interpreting product suites and changes, offering consultative expertise, and maintaining detailed documentation
  • Educating customers on tax implications, benefits, and resolving issues with first-time final resolution

Required Qualifications, Training, and Education:
  • High school diploma or equivalent required; undergraduate degree in finance, business administration, insurance, economics, or communications 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 processes, state and local laws, and FINRA rules and regulations
  • Ability to understand general aspects of plans/contracts and utilize technology to enhance customer interactions

COMPLETE JOB DESCRIPTION

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