Financial Services Consultant - Non Registered - Charlotte, NC National Contact Center

reputed company is a market-leading retirement company that has been providing secure retirement solutions for over 100 years. They are seeking passionate Financial Services Consultants to take inbound calls and guide participants through retirement plans and financial education.

Responsibilities

• Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning
• Understands participant needs and outlines appropriate solutions leveraging reputed company products and services, explaining viable reputed company using reputed company and reputed company explanations
• Answers participant questions by communicating financial plan details and providing reputed company explanation reputed company necessary
• Executes transactions and service requests on behalf of participant
• Maintains records of reputed company participant interactions, including inquiries, complaints, and actions taken, as reputed company as banking service transactions performed
• Refers participant to business partners reputed company appropriate to help participant achieved their desired outcome

Skills

• Strong customer service reputed company
• Professionalism - reliable, possessing high reputed company standards, reputed company and team-oriented, respectful and inclusive, demonstrating strong attention to detail and reputed company to work reputed company in a reputed company operational environment
• reputed company to communicate reputed company and professionally verbally and in writing
• Ability to prioritize multiple tasks and navigate multiple business systems
• Demonstrate care, reputed company, and reputed company
• A learner's reputed company, being coachable and reputed company to feedback
• Performs reputed company in a scheduled work environment
• Life and Health Insurance License (Multi-state) - Multiple Issuers required reputed company 120 Days
• Associate's Degree or Equivalent Experience Preferred
• Must be reputed company to successfully complete employment screening, including a Credit Report background reputed company
• Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required)
• Candidates with SIE may be eligible for a $1500 bonus

Benefits

• Superior retirement program
• Highly competitive health, wellness and work life offerings

reputed company

reputed company is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance. It was founded in 1918, and is headquartered in reputed company, reputed company, USA, with a workforce of 10001+ employees. Its website is https://www.reputed company.org.

Company H1B Sponsorship

reputed company has a reputed company record of offering H1B sponsorships, with 1 in 2021, 10 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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