Financial Services Representative
8 hours ago
Financial Services Representative
Position # 29885
Start Date: 11/04/2024
Duration: 12+ months
This role will be hybrid in 2025
HOURS: 8:30 AM - 5:00 PM EST
JOB REQUIREMENTS:
Must have either banking/financial services OR a Bachelor's Degree.
SUMMARY:
This role is for our traditional appointment channel processing. The candidate will learn how to process appointment requests from our partner firms (Morgan Stanley, JP Morgan, etc) and ensure financial professionals have the licensing and training required to sell our Financial products.
Responsible for processing routine producer/agent/broker/corporate applications, registrations, contracting, appointment renewals and cancellations, and/or maintenance requests, while adhering to state, federal, and internal compliance regulations.
Summary of Job Responsibilities:
Provides prompt efficient service for assigned product and/or service center internal and external customers. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units. The following duties cover what are generally believed to be principal and essential functions of the job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
1. Receives and responds to incoming customer/ broker/ agent/ government agency inquiries.
2. Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication.
3. Assists customers with financial transactions.
4. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.
5. Maintains current knowledge of contract and product provisions and administration of Client products, and the processing systems and related federal and state regulations
6. Resolves routine errors requiring corrective processing.
7. Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary.
8. Processes monetary transactions according to policy provisions within assigned limits.
9. Reviews, researches, and interprets records and reports to accurately make decisions.
10. Performs other duties as requested.
Education:
High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable. NASD series 6 and/or 26 preferred, and may be required based on assigned product/line-of-business or distribution system.
Experience:
Three years work experience with two years product-related customer service work experience preferred. Work experience with undergraduate studies preferred.
Knowledge:
General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
Skills:
Ability to prioritize own work within standards.
Effective written and oral communication skills to interact with customers, team members, and management.
Decision making skills necessary for customer contacts.
Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.
Proven ability to operate a CRT and PC.
Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
- **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
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