Job Details

Employer Industry: Financial Services

Why consider this job opportunity

• Salary up to $64,250
• Opportunity for career advancement and growth within the organization
• Flexible remote work opportunity within the U.S.
• Comprehensive benefits package including health, dental, and wellness benefits
• Generous paid time off including vacation and personal days
• Supportive and inclusive work environment that values diversity

What to Expect (Job Responsibilities)

• Deliver trusted, professional, and reliable service to clients, enhancing customer satisfaction and loyalty
• Meet quality and productivity expectations to ensure a positive client experience
• Provide effective and timely resolution of a range of customer inquiries
• Maintain a positive and cooperative tone with both customers and coworkers
• Complete ongoing training to stay current with product, industry, service, and policy changes

What is Required (Qualifications)

• Post-secondary education or high school diploma
• Customer Service or Financial Services experience is a plus
• Outstanding verbal communication skills and strong telephone etiquette
• Ability to thrive in a fast-paced call center environment and manage multiple tasks
• Demonstrated problem resolution and effective listening skills

How to Stand Out (Preferred Qualifications)

• Current SIE, Series 6 or 7, Series 63 certifications
• Working knowledge of IRAs and other retirement products

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