Financial Representative

Hello Dear Job Seekers!!!

We are looking for Financial Representative/Finra Series 6 License Representative

*Finra Series 6 License

*Face to face interview

Responsibilities

Provides information on a variety of complex customer service issues requiring knowledge of life and health insurance annuity and investment products and transactions focusing on customer satisfaction quality and efficiency.

Communicates with customers regarding service request or problems; documents evaluates and resolves customers inquiries.

Thoroughly documents all contacts and conversations; follows up as required.

Works with other departments to complete customer requests as needed and minimize escalations.

Gains proficiency in various administration and automated workflow systems.

Processes complex and varied service requests.

Represents our customer with professional pride to internal and external customers.

Consistently meets/exceeds set quality and productivity metrics.

Functions w/in a team based environment and actively participates in achieving team goals. Meets/exceeds performance metrics as determined by department.

Qualifications

Current FINRA Series 6 license at time of application.

High School diploma or equivalent.

Up to 1 year experience with call center or customer service experience/training.

Fundamental computer knowledge and maneuverability within window applications.

Basic understanding of Microsoft office suite specifically Word and Excel.