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SIE and Series 6 Licensed Representative
A company is looking for a Representative, Solutions Center. Key Responsibilities: Responds to incoming calls from investment professionals, plan sponsors, and members on various topics related to products and services Interprets and applies changes to products while identifying customer needs and providing consultative expertise Maintains documentation of interactions to enhance customer relationships and ensures compliance with relevant regulations Required Qualifications, Training, and Education: High school diploma or equivalent required; undergraduate degree in finance, business administration, or related field preferred Must obtain Series 6 and SIE licenses within the first 120 days of hire One year of experience in customer service or sales-related occupations Knowledge of various insurance products and understanding of state and local laws Proficiency with computers and common office software
A company is looking for a Representative, Solutions Center.
Key Responsibilities:
Responds to incoming calls from investment professionals, plan sponsors, and members on various topics related to products and services
Interprets and applies changes to products while identifying customer needs and providing consultative expertise
Maintains documentation of interactions to enhance customer relationships and ensures compliance with relevant regulations
Required Qualifications, Training, and Education:
High school diploma or equivalent required; undergraduate degree in finance, business administration, or related field preferred
Must obtain Series 6 and SIE licenses within the first 120 days of hire
One year of experience in customer service or sales-related occupations
Knowledge of various insurance products and understanding of state and local laws
Proficiency with computers and common office software