SIE and Series 6 Licensed Representative

Job is Expired
Location: Remote
Compensation: Salary
Reviewed: Mon, Feb 24, 2025

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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