Financial Representative

Hello Dear Job Seekers!!!

We are looking for Financial Representative/Finra Series 6 License Representative

*Finra Series 6 License

  *Face to face interview

Responsibilities

·        Provides information on a variety of complex customer service issues requiring knowledge of life and health insurance,  annuity and investment products and transactions focusing on customer satisfaction, quality, and efficiency.

·        Communicates with customers regarding service request or problems; documents, evaluates and resolves customer’s inquiries.

·        Thoroughly documents all contacts and conversations; follows up as required.

·        Works with other departments to complete customer requests as needed, and minimize escalations.

·        Gains proficiency in various administration and automated workflow systems.

·        Processes complex and varied service requests.

·        Represents our customer with professional pride to internal and external customers.

·        Consistently meets/exceeds set quality and productivity metrics.

·        Functions w/in a team based environment, and actively participates in achieving team goals. Meets/exceeds performance metrics as determined by department. 

Qualifications

·        Current FINRA Series 6  license at time of application.

·        High School diploma or equivalent.

·        Up to 1 year experience with call center or customer service experience/training. 

·        Fundamental computer knowledge and maneuverability within window applications. 

·        Basic understanding of Microsoft office suite, specifically Word and Excel.