Financial Services Representative

2 days ago

Hartford, Connecticut, United States Empower Retirement Full time
Grow Your Career with Empower Retirement

At Empower Retirement, we're dedicated to helping individuals achieve their long-term financial goals. As a Financial Customer Service Professional, you'll play a vital role in providing exceptional service to our customers, empowering them to make informed decisions about their retirement savings.

What You'll Do
  • Collaborate with a team of associates to deliver outstanding customer service in our call center
  • Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory
  • Partner with clients to provide education and empowerment, without making cold calls or sales
  • Communicate critical plan updates and changes, process contribution changes, loans, and withdrawals, and process general account changes upon direction from the customer
  • Have the opportunity to train and study to obtain FINRA Series 6 & 63 licenses
What We're Looking For
  • Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday
  • Associates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience
  • Capability to work overtime as required based on business need
What Sets You Apart
  • Fluency in both English and Spanish
  • Financial Services or call center experience
  • FINRA series 6 and 63 or higher equivalent licensure
  • A passion for providing quality customer service
  • Desire to engage with customers over the phone
  • Capability to adapt communication style while servicing our diverse customer base
  • Attention to detail and ability to learn and apply financial industry policies, processes, and procedures
Required Minimum Internet Specifications

To ensure you're set up for success, you'll be required to provide reliable high-speed internet with a wired connection as well as a place in your home to attend training and work without interruption. Other necessary computer equipment, headset, and training materials will be provided.

  • Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality
  • Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality
What We Offer
  • Medical, dental, vision, and life insurance
  • Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time - 16 hours per calendar year
  • Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences, and identities such as race, ethnicity, gender, ability, military status, and sexual orientation

The salary range for this position is $36,000 - $49,950.00 per year. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances, a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.

Empower Retirement is an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

  • Financial Services Specialist

    4 weeks ago

    Hartford, Connecticut, United States Covr Financial Technologies Full time

    Job SummaryCovr Financial Technologies is seeking a highly motivated and results-driven Business Development Representative to join our team. As a Business Development Representative, you will be responsible for making outbound calls to financial advisors with the goal of scheduling or completing demos of our digital insurance platform and finding...

  • Client Service Associate

    3 weeks ago

    Hartford, Connecticut, United States Raymond James Financial Services Full time

    Job Title: Client Service AssociateAt Raymond James Financial Services, we are seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role is a critical part of our operations, providing high-quality administrative support to our Financial Advisors and clients.Key Responsibilities:Provide exceptional customer service...

  • Client Service Associate

    4 weeks ago

    Hartford, Connecticut, United States Raymond James Financial Services Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Client Service Associate to join our growing team at Raymond James Financial Services. As a key member of our team, you will provide high-quality administrative support to our Financial Advisors and their clients.Key ResponsibilitiesProvide exceptional customer service to clients and...

  • Customer Service Representative

    2 weeks ago

    Hartford, Connecticut, United States American Eagle Financial Credit Union Incorporated Full time

    About American Eagle Financial Credit Union IncorporatedWe're a team of dedicated professionals who are passionate about enriching the lives of our members and communities. Our mission is to create a world where financial freedom is a reality.Job SummaryWe're seeking a highly motivated and customer-focused individual to join our Member Sales & Service Center...

  • Financial Representative

    5 days ago

    Hartford, Connecticut, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly skilled and motivated Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and helping them achieve their financial goals.The Expertise We're Looking For:Customer service, phone, or financial services experience is highly...

  • Customer Service Representative

    2 weeks ago

    Hartford, Connecticut, United States American Eagle Financial Credit Union Incorporated Full time

    About American Eagle Financial Credit Union IncorporatedWe're a team of dedicated professionals who are passionate about enriching the lives of our members and communities. Our mission is to create a world where financial freedom is a reality.Job SummaryWe're seeking a highly motivated and customer-focused individual to join our Member Sales & Service Center...

  • Customer Service Representative

    3 weeks ago

    Hartford, Connecticut, United States American Eagle Financial Credit Union Incorporated Full time

    About American Eagle Financial Credit Union IncorporatedWe're a team of dedicated professionals who are passionate about enriching the lives of our members and communities. Our mission is to create a world where financial freedom is a reality.The OpportunityWe're seeking a highly motivated and customer-focused individual to join our Member Sales & Service...

  • Financial Services Representative

    2 weeks ago

    Hartford, Connecticut, United States Empower Retirement Full time

    Grow Your Career with Empower RetirementAt Empower Retirement, we're dedicated to helping individuals achieve their long-term financial goals. As a Financial Customer Service Professional, you'll play a vital role in providing exceptional service to our customers, empowering them to make informed decisions about their retirement savings.What You'll...

  • Insurance Sales Representative

    1 week ago

    Hartford, Connecticut, United States Covr Financial Technologies Full time

    Job Title: Insurance Sales RepresentativeCovr Financial Technologies is seeking a highly motivated and experienced Insurance Sales Representative to join our team. As an Insurance Sales Representative, you will be responsible for growing life insurance sales within your assigned territory by educating financial advisors on insurance sales ideas, assisting...

  • Customer Service Representative

    3 weeks ago

    East Hartford, Connecticut, United States American Eagle Financial Credit Union Incorporated Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our Member Sales & Service Center team as a Customer Service Representative. In this role, you will play a key part in providing exceptional service to our members, responding to their inquiries, and helping them achieve their financial goals.Key ResponsibilitiesRespond...

  • Financial Representative

    5 days ago

    West Hartford, Connecticut, United States Fidelity TalentSource LLC Full time

    Job Overview:Fidelity Investments is a leading financial services company that offers a range of investment and financial products to individuals, businesses, and institutions. We are seeking a highly motivated and customer-focused Financial Representative to join our team.About the Role:As a Financial Representative, you will be responsible for providing...

  • Customer Service Representative/Financial Administrator

    4 weeks ago

    West Hartford, Connecticut, United States First World Mortgage Full time

    Job Summary:We are seeking a highly skilled and customer-focused Customer Service Representative/Financial Administrator to join our team at First World Mortgage. As a key member of our support team, you will be responsible for providing exceptional customer service and administrative support to our clients.Key Responsibilities:Respond to customer inquiries...

  • Business Development Representative

    1 month ago

    Hartford, Connecticut, United States Covr Financial Technologies Full time

    Job SummaryCovr Financial Technologies is seeking a highly motivated and results-driven Business Development Representative to join our team. As a Business Development Representative, you will be responsible for making calls to financial advisors with the goal of scheduling or completing demos of our digital insurance platform and finding leads/setting...

  • Client Service Representative

    3 weeks ago

    Hartford, Connecticut, United States Raymond James Financial Incorporated Full time

    Job Summary:Raymond James Financial Incorporated is seeking a highly skilled and detail-oriented Client Service Associate to join their team. As a key member of the organization, this individual will provide exceptional administrative support to Financial Advisors and clients, ensuring seamless interactions and efficient transactions.Key...

  • Life Insurance Sales Representative

    4 weeks ago

    Hartford, Connecticut, United States Covr Financial Technologies Full time

    Job SummaryCovr Financial Technologies is seeking a highly motivated and experienced Life Insurance Sales Representative to join our team. As a Life Insurance Sales Representative, you will work in partnership with our VP, Regional Insurance Consultant to grow life insurance sales within your assigned territory.Key ResponsibilitiesDevelop and implement sales...

  • Senior Financial Consultant

    4 weeks ago

    Hartford, Connecticut, United States SNI Financial Full time

    Job Opportunity at SNI FinancialWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at SNI Financial. As a leading Financial Advisory firm, we offer a dynamic and challenging work environment that fosters growth and development.Key Responsibilities:Provide expert financial planning and advisory services to high-profile...

  • Insurance and Financial Services Representative

    4 weeks ago

    East Hartford, Connecticut, United States Melvin Banks - State Farm Agent Full time

    Job Opportunity**About Us**Melvin Banks - State Farm Agent is a dynamic and growing business that offers a unique opportunity for individuals to develop their skills and advance their careers. As a member of our team, you will have the chance to work in a fast-paced and supportive environment, where you can build strong relationships with customers and...

  • Financial Leader

    5 days ago

    Hartford, Connecticut, United States Creative Financial Staffing Full time

    Controller OpportunityWe are seeking a seasoned Controller to lead our Accounting Department and bring strong leadership and technical expertise to the team.Why Work with Us?Lead a team of experienced professionals with excellent tenure.Enjoy strong benefits, vacation time, and a 6% 401k match.Convenient location with free parking, and within walking...

  • Chief Financial Officer

    2 weeks ago

    Hartford, Connecticut, United States Creative Financial Staffing Full time

    About UsWe are a dynamic and mission-driven nonprofit organization dedicated to making a positive impact in our community. Our focus is on delivering transformative services that improve the lives of individuals and families.Job SummaryWe are seeking a highly experienced and strategic Chief Financial Officer (CFO) to join our leadership team. The ideal...

  • Chief Financial Officer

    1 week ago

    Hartford, Connecticut, United States Creative Financial Staffing Full time

    About UsWe are a dynamic and mission-driven nonprofit organization dedicated to making a positive impact in our community. Our focus is on delivering transformative services that improve the lives of individuals and families.Job SummaryWe are seeking a highly experienced and strategic Chief Financial Officer (CFO) to join our leadership team. The ideal...