FINRA Licensed Call Center Representative
Job Summary
Seeking a FINRA Licensed Call Center Representative, the full-time remote position will provide high-quality support to clients by addressing complex inquiries, performing account maintenance, and processing financial service transactions.
Key responsibilities
- Provide exceptional service through the inbound contact center, ensuring timely resolution of complex customer inquiries
- Perform account updates, maintenance, and transaction processing while maintaining compliance with service standards
- Collaborate with team members and management to resolve service issues and improve the overall customer experience
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 or insurance environments requiring FINRA certification
- FINRA Series 6 or Series 7 license required at the time of hire
Complete Job Description
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