Customer Care Professional, Licensed – Annuities
Location
United States
Posted
37 days ago
Salary
$52K / year
High SchoolExperience acceptedEnglish
Job Description
• Provide a call experience that doesn't rely on a script
• Build rapport with callers of diverse backgrounds
• Navigate multiple systems while engaging callers
• Focus on quality and first-call resolution
• Assist clients in achieving financial clarity
Job Requirements
- High school diploma or equivalent experience, post-Secondary education is preferred
- Annuity experience preferred
- FINRA Series 6 required
- Experience navigating complex customer interactions from support through to resolution.
- Ability to welcome change and contribute to continuous improvement in a fast-paced work environment
- Bilingual in English and Spanish a plus!
Benefits
- Comprehensive medical, vision, and dental (we care about your health)
- 401(k) matching up to 6% & a pension plan (we also care about your future financial well-being beyond a career with us)
- 4-weeks of PTO + 12 paid holidays (take care of yourself so you can take care of our clients)
- Up to 20 hours of volunteer time off (help the people we serve and the communities we foster)
- Corporate gift matching 1:1 (where you donate, we’ll donate)
- No nights or weekends!
