Financial Services Representative
1 week ago
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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