FINRA Licensed Sales Representative

Job Summary

Providing exceptional support to clients, the full-time temporary FINRA Licensed Sales Representative will manage incoming calls from investment professionals and plan sponsors, educate customers on insurance products, and ensure compliance with regulations while working remotely.

Key responsibilities:

• Receives and responds to incoming calls on various topics related to investment and insurance products
• Educates customers on product features, tax implications, and compliance with regulations
• Maintains documentation of conversations to enhance customer relationships and drive deeper engagement

Required qualifications:

• Associate's Degree required; Bachelor's Degree preferred
• One year of experience in customer service or sales-related roles
• Knowledge of insurance products and sales processes
• Understanding of FINRA rules and regulations
• Proficiency with computers and common office software