FINRA Licensed Sales Representative
Job Summary
Providing exceptional customer service, the full-time temporary FINRA Licensed Sales Representative will manage incoming calls from investment professionals and plan sponsors, interpreting product details and regulatory requirements while working remotely.
Key responsibilities
- Respond to incoming calls regarding various insurance products and services, providing consultative expertise
- Document conversations and maintain records to enhance member relationships and ensure compliance with FINRA regulations
- Educate customers on tax implications and benefits related to their plans and contracts
Required qualifications
- Associate's Degree in finance, business administration, insurance, economics, or communications
- Minimum of one year of experience in customer service or sales-related occupations
- Knowledge of insurance products and the sales process, including relevant state and local laws
- Preferred certifications include FINRA Series 6 and/or 26 licenses
- Proficiency with computers and common office software
Complete Job Description
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