Service Professional with FINRA Series 6 License
Job Summary
To support a growing team, the full-time Service Professional with FINRA Series 6 License will manage inbound client inquiries, resolve issues with professionalism, and educate policyholders on annuity products while working remotely.
Key responsibilities:
- Empathetically listen to clients' concerns and provide solutions that meet their needs
- Manage a variety of inbound calls, ensuring timely and accurate resolution of inquiries
- Develop in-depth knowledge of life and annuity products to advocate for policyholders effectively
Required qualifications:
- H.S. Diploma or Equivalent required; Bachelor's Degree preferred
- FINRA Series 6 license strongly preferred
- 1-3 years of customer service experience in life insurance, annuities, or financial services
- Experience providing customer service in a contact center environment
- Solid working knowledge of Microsoft Office products such as Excel, Word, and Outlook
Complete Job Description
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