Financial Services Representative

1 week ago


Oakland CA United States VirtualVocations Full time
A company is looking for a Representative, Solutions Center to provide extraordinary care to members and partners in the financial services sector.

Key Responsibilities:

Respond to incoming calls from investment professionals, plan sponsors, and members regarding various topics
Educate customers on tax implications, penalties, and benefits related to their plans/contracts
Document conversations and maintain compliance with FINRA and other regulations

Required Qualifications, Training, and Education:

High school diploma or equivalent required; undergraduate degree preferred in finance, business administration, or related fields
One year of experience in customer service or sales-related occupations
Must obtain Series 6/SIE licenses within the first 120 days of employment
Knowledge of various insurance products and relevant state/local laws
Additional licenses/registrations may be required based on assigned products

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