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SIE and Series 6 Licensed Representative
Job Summary
A company is looking for a Representative, Solutions Center.
Key Responsibilities:
- Responds to incoming calls from investment professionals, plan sponsors, and members on various topics related to products and services
- Interprets and applies changes to products while identifying customer needs and providing consultative expertise
- Maintains documentation of interactions to enhance customer relationships and ensures compliance with relevant regulations
Required Qualifications, Training, and Education:
- High school diploma or equivalent required; undergraduate degree in finance, business administration, or related field preferred
- Must obtain Series 6 and SIE licenses within the first 120 days of hire
- One year of experience in customer service or sales-related occupations
- Knowledge of various insurance products and understanding of state and local laws
- Proficiency with computers and common office software
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COMPLETE JOB DESCRIPTION
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