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 through 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
• Perform account updates, maintenance, and transaction processing while maintaining accurate documentation and account history records
• Support escalation management and service recovery activities, including research and resolution for complex client cases

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