FINRA Licensed Call Center Representative

Job Summary

Seeking a full-time FINRA Licensed Call Center Representative to provide high-quality support to clients through a remote contact center, assisting with complex inquiries, account maintenance, and financial service transactions while ensuring compliance with regulatory standards.

Key Responsibilities

• Provide exceptional service by responding to complex customer inquiries and ensuring timely resolution or appropriate escalation
• Research and resolve client requests while maintaining high service standards and compliance requirements
• Perform account updates, maintenance, and transaction processing, ensuring accurate documentation and account history records

Required Qualifications

• High school diploma or GED (required)
• Minimum 2 years of customer service experience in a call center environment
• Life insurance experience is required
• Prior experience in financial services, investment services, insurance, or banking environments where FINRA certification was required
• FINRA Series 6 or Series 7 license required at the time of hire