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FINRA Licensed Financial Services Rep
A company is looking for a Financial Services Representative I to provide customer service regarding retirement plans. Key Responsibilities Answer inbound and make outbound calls to assist customers with retirement plan inquiries Provide detailed information on retirement products, eligibility, and transactions Utilize various computer and telecommunication systems to communicate effectively with customers Required Qualifications 2+ years of experience in financial services, particularly in a contact center environment Active FINRA Series 6 or 7 and Series 63 licenses are mandatory Associate or Bachelor's degree is preferred Understanding of IRS rules and regulations regarding retirement plans Demonstrated professional demeanor in communication via phone and email
A company is looking for a Financial Services Representative I to provide customer service regarding retirement plans.
Key Responsibilities
Answer inbound and make outbound calls to assist customers with retirement plan inquiries
Provide detailed information on retirement products, eligibility, and transactions
Utilize various computer and telecommunication systems to communicate effectively with customers
Required Qualifications
2+ years of experience in financial services, particularly in a contact center environment
Active FINRA Series 6 or 7 and Series 63 licenses are mandatory
Associate or Bachelor's degree is preferred
Understanding of IRS rules and regulations regarding retirement plans
Demonstrated professional demeanor in communication via phone and email