FINRA Series 6 Licensed Team Lead

Job Summary

Leading a remote team of customer service representatives, the full-time FINRA Series 6 Licensed Team Lead will inspire and guide staff to deliver exceptional service, drive performance metrics, and implement process improvements in a dynamic contact center environment.

Key responsibilities

• Provide leadership and mentorship to customer service representatives, ensuring high-quality service and fostering a culture of continuous improvement
• Track team performance against service level agreements and collaborate with internal departments to optimize resources and meet business objectives
• Serve as the point of escalation for complex inquiries, assisting team members in problem resolution and utilizing challenges as learning opportunities

Required qualifications

• 5+ years of experience in a contact center environment within the insurance or financial services industry
• 2+ years of experience in a supervisory or leadership role
• H.S. Diploma or equivalent required; Bachelor's Degree preferred
• FINRA Series 6 or equivalent license preferred
• Strong understanding of life insurance products and transaction processing