FINRA Series 6 Licensed Representative

A company is looking for a Financial Services Representative to provide exceptional customer service and support for financial products. Key Responsibilities: Process business requests in compliance with regulations and internal procedures while maintaining high professional standards Deliver outstanding customer service by understanding and responding to customer needs in a timely manner Maintain knowledge of product provisions and related regulations, and consult on contract provisions for policyholders and agents Required Qualifications, Training, and Education: High school diploma; undergraduate studies preferred Participation in technical coursework such as LOMA, CLU, or ChFC is desirable FINRA Series 6 license preferred, may be required based on the assigned product One to three years of experience in product-related customer service preferred General knowledge of office practices and the insurance/financial services industry preferred

Apr 4, 2025 - 06:02

A company is looking for a Financial Services Representative to provide exceptional customer service and support for financial products. Key Responsibilities: Process business requests in compliance with regulations and internal procedures while maintaining high professional standards Deliver outstanding customer service by understanding and responding to customer needs in a timely manner Maintain knowledge of product provisions and related regulations, and consult on contract provisions for policyholders and agents Required Qualifications, Training, and Education: High school diploma; undergraduate studies preferred Participation in technical coursework such as LOMA, CLU, or ChFC is desirable FINRA Series 6 license preferred, may be required based on the assigned product One to three years of experience in product-related customer service preferred General knowledge of office practices and the insurance/financial services industry preferred