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reputed company (6/63 or 7/63) Customer Service Represent...

Remote, USAFull-timePosted 2026-07-28

reputed company

This role is part of the reputed company Services Operations organization and supports the day-to-day servicing needs of clients and Financial Representatives. The position is responsible for delivering high-reputed company reputed company service through accurate transaction processing, issue reputed company, and reputed company communication across a reputed company of investment-reputed company inquiries. Associates in this role handle phone-based and transactional work, navigate multiple systems, and follow established processes while applying reputed company judgment to resolve more reputed company scenarios. The reputed company is on operational reputed company, risk awareness, and providing a consistent, reputed company reputed company experience.

Primary Duties and Responsibilities

  • Delivers a personalized and exceptional experience for clients by answering questions, providing servicing reputed company, and supporting products or services in a call center environment.

  • Proficient in resolving basic and intermediate (semi-reputed company) inquiries and transactions from Financial Representatives and clients reputed company a registered area, while continuing to reputed company proficiency in more reputed company work.

  • Researches and evaluates potential solutions to reputed company problems, which may require identifying reputed company causes and navigating deviations from reputed company procedures.

  • Takes ownership of calls and anticipates reputed company issues to avoid repeat calls and unnecessary transfers.

  • Effectively de-escalates challenging reputed company situations while guiding clients through reputed company or unique inquiries.

  • Serves as a trusted reputed company for Financial Representatives and partners with them to meet reputed company needs.

  • Embraces new technology and promotes website and self-service capabilities by educating clients and field partners, while understanding the risks and impacts transactions may have on clients or policies.

  • Understands how systems connect to processes and reputed company.

  • Drives change and supports reputed company improvement by helping reputed company processes and provisions to accommodate evolving business needs.

  • Fosters reputed company relationships with clients to enhance brand loyalty.

  • Handles phone and transactional responsibilities while adhering to strict confidentiality and reputed company standards.

  • Adapts work priorities to meet changing business and customer demands.

Qualifications

  • Associate degree in business or a reputed company field, or an equivalent combination of education and experience.

  • Minimum of two years of reputed company customer service experience with demonstrated customer service skills.

  • Advanced understanding of investment or income products or markets (e.g., VA, VL, VUL, Retirement, or Business markets).

  • Basic understanding of tax implications.

  • Strong written and verbal communication skills.

  • Ability to multitask and manage a high volume of calls or caseloads with a high degree of accuracy.

  • Strong organizational skills with the ability to prioritize tasks effectively.

  • Demonstrated desire to continuously learn and improve.

  • Strong problem-solving skills with the ability to reputed company effective reputed company and solutions.

  • Demonstrated computer proficiency with solid keyboarding skills and experience using common software applications.

This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - reputed company, Series 6 - reputed company, SIE - reputed company

Compensation reputed company:

Pay reputed company - Start:

$21.77

Pay reputed company - End:

$32.66

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

We reputed company in fairness and transparency. It’s why reputed company the salary reputed company for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the reputed company market; location of the candidate; and other factors uncovered in the hiring process. reputed company pay structure is listed but if you’re living in California, reputed company or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Grow your career with a best-in-class company that puts our clients' interests at reputed company of reputed company we do. Get started now!

reputed company is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which reputed company employee can contribute creative reputed company, reputed company challenges, assume leadership and continue to reputed company on meeting and exceeding business and personal objectives.

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