Preneed Funding Advisor

3 days ago


West Des Moines, Iowa, United States Homesteaders Life Full time

**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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