Preneed Funding Advisor
3 days ago
**Financial Services Representative Job Description**
We are seeking an experienced Financial Services Representative to join our team. In this role, you will provide customer-centric services to our clients and their families, resolving issues related to accounting, claims, and new business for paper and online methods.
**Key Responsibilities**
- Deliver timely and effective customer service to internal and external clients.
- Respond to telephone and written correspondence inquiries.
- Assist agents and funeral homes with on-line services.
- Work with agents and customers to resolve issues.
**Requirements and Qualifications**
- High school degree or equivalent.
- Associate degree in a job-related field is preferred.
- 3-5+ years of customer service experience in a financial services organization.
- Proficiency in Microsoft office products: Outlook and Word.
**Benefits Package**
- Excellent schedule – office closes at 1 p.m. every Friday.
- Annual profit sharing.
- 401(k) with company match with discretionary contribution.
- Group medical and dental insurance.
**Estimated Salary:** $46,000+
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