Intermediate Registered (Series 6 or 7) Customer Care Representative
Responsibilities
- Use exceptional customer service and interpersonal skills to answer inquiries regarding annuity investment products.
- Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; collaborate with more knowledgeable team members to resolve complex issues and situations.
- Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner.
- Locate/research information using multiple systems/technologies.
- Learn and maintain an experienced understanding of variable annuity products, processes, and systems.
- Consistently achieve department metrics and expectations.
- Participate in a team based environment to achieve department goals.
Qualifications
- Associate’s degree in a business field or equivalent training/experience
- One year of financial services industry experience, or three years of call center or customer service experience
- Good understanding of annuity investment products
- FINRA Series 6 (or obtain within 120 days of hire)
- Ability to effectively communicate with financial professionals in a professional manner, orally and in writing
- Ability to work independently, and as part of a team
- Problem solving and analytical skills
- Proficiency using MS Office tools
Preferred Qualifications
Working Conditions
- Office or hybrid office/remote call center environment
- May work varied shifts (Hours: Mon-Thurs- 7:00AM-5:30 PM/ Friday-7:00AM-4:30 PM CST
*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
The salary for this position generally ranges between $40,000 - $55,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.