Customer Service Representative (Annuities) - Remote

Overview

The Customer Service Representative will handle customer inquiries and provide exceptional service to clients regarding annuity products.

In Short

• Handle customer service inquiries via telephone and email.
• Resolve customer problems and maintain quality service.
• Use computerized systems for tracking and information gathering.
• Educate Financial Service Representatives about products.
• Process transactions efficiently.
• Enhance customer relationships through effective communication.
• Work during operational hours, with flexibility for overtime.
• Must obtain FINRA Series 6 license within 90 days of hire.
• 1-2 years of customer service experience required.
• Strong analytical and multitasking skills needed.

Requirements

• High School diploma.
• Outstanding customer service skills.
• Exceptional listening and analytical skills.
• Solid time management and multitasking abilities.
• Ability to adapt to change and set priorities.
• Some college experience or relevant certification preferred.
• Prior call center experience is a plus.
• Strong computer and problem-solving skills required.
• Experience in the financial services industry is beneficial.
• Passion for serving customers is essential.

Benefits

• Comprehensive health, dental, and vision insurance.
• Employee wellness programs.
• Life and disability insurance.
• Retirement savings plan.
• Paid holidays and time off.