FINRA Licensed Call Center Representative

Job Summary

Providing high-quality support to clients, the full-time FINRA Licensed Call Center Representative will assist with complex inquiries, account maintenance, and financial service transactions in a remote contact center environment.

Key Responsibilities

• Provide exceptional service through the inbound contact center, responding to complex customer inquiries and ensuring timely resolution or appropriate escalation
• Research and resolve client requests efficiently 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 (currently registered or within the 2-year U5 FINRA window and in good standing)