Licensed Customer Care Professional

Job Summary

Empowering clients through exceptional service, the full-time Licensed Customer Care Professional will provide personalized support for annuities, navigating complex customer interactions and ensuring first-call resolutions in a remote environment.

Key responsibilities:

• Build rapport with diverse callers to assess their needs and present tailored solutions
• Manage calls from start to finish, focusing on quality and customer satisfaction over average handle time
• Participate in ongoing training and professional development to enhance product knowledge and service skills

Required qualifications:

• High school diploma or equivalent; post-secondary education preferred
• FINRA Series 6 license required
• Experience in navigating complex customer interactions from support to resolution
• Ability to work a full-time schedule with specified training and operational hours
• Bilingual in English and Spanish is a plus