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