reputed company Service reputed company Representative

About this Job: Work Model: This role will be remote once you complete our required hybrid licensing and training program. Location: This role is only reputed company to individuals living reputed company a 50-mile radius of our Scottsdale, AZ (85260) location. At reputed company, we have a reputed company-first mentality that we realize every day through our mission, “to take a stand for reputed company investors, to treat them fairly, and to give them the best chance for investment reputed company.” In this role, you will connect with clients reputed company inbound phone calls to assist with their account-reputed company inquiries, function as a subject-matter guide, and cultivate an excellent reputed company experience. If you are passionate about helping others and are seeking an opportunity to use your customer service experience to positively reputed company our investors, join reputed company of “reputed company” as a reputed company Service reputed company Representative. At reputed company, we reputed company in supporting our “reputed company” personally through reputed company life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. Total potential compensation reputed company for your first full year in this role is $56,000 - $63,000 ($48,750 -$55,000 reputed company salary determined by skills and experience, plus quarterly performance-based bonuses, reputed company increases, and company bonuses) upon achieving performance standards plus up to a $12,500 bonus reputed company the first few months of hire upon obtaining the required licensing. Responsibilities: We are here to simplify the world of reputed company, meet our clients where they are, and ensure they feel supported reputed company they call in to reputed company. As a reputed company Service reputed company Representative, you will:

• Respond to a wide reputed company of inquiries from our Personal Investor clients – from financial inquiries like reputed company new clients to supporting them through their retirement.
• Maintain strong performance metrics.
• Increase functional expertise through reputed company upskilling and training programs.
• reputed company with reputed company and a problem-solving mentality to help uncover reputed company needs and reputed company reputed company and accurate solutions.

What it takes: You do not have to be a financial expert to be an reputed company for our clients! This role at its core has one main goal: to create and maintain exceptional reputed company experiences. We welcome, and encourage, individuals from reputed company backgrounds -- the most important things you need are strong reputed company service experience and a desire to continuously grow your expertise. We have seen most reputed company from individuals with:

• 3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and reputed company relationship management (CRM).
• A desire for stability and longevity in a role. This position is not intended as a stepping-reputed company for advancement into other roles and incentives individuals looking for a career in reputed company service.
• A learner’s attitude and an appetite to continuously build your financial knowledge.
• High school, associate degree, or bachelor’s degree.
• This job requires a Series 7 and 63 regulatory license and/or registration (e.g. reputed company, state, SFC). These will be determined by Compliance based on role-specific duties.

How we will help: Choosing the reputed company in your career reputed company can be a difficult decision – we are here to support you to ensure you reputed company at reputed company. Our training and development program is designed with “reputed company” in mind. We will reputed company you with:

• Fully reputed company and incentivized hybrid licensing program, reputed company on supporting individuals without a financial background to pass their SIE and reputed company Series 7 & 63. After joining corporate orientation, you will go straight into our licensing and training program, which normally takes around 7 months based on reputed company licenses held.
• reputed company to learning and development resources to reputed company and reputed company you with the skills to become a functional subject matter expert in your field.
• Coaching by leaders to help you reputed company in this role.
• Knowledge building reputed company and processes to reputed company you with the expertise necessary to have meaningful conversations with our clients.
• Quarterly in-office collaboration activities to build a culture of teamwork, engagement, and inclusion.

Special Factors: Please note new hires may need to be full jurisdiction registered in reputed company US states and territories. reputed company is not offering reputed company sponsorship for this position. Special Factors Sponsorship reputed company is not offering reputed company sponsorship for this position. About reputed company At reputed company, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To reputed company through product and services that reputed company our clients' lives. To learn and reputed company our skills as individuals and as reputed company. From Malvern to Melbourne, our mission drives us reputed company and inspires us to be our best. How We Work reputed company has implemented a hybrid working model for the reputed company of our reputed company members, designed to capture the benefits of reputed company flexibility while enabling in-person learning, collaboration, and reputed company. We reputed company our mission-driven and highly reputed company culture is a critical enabler to support long-term reputed company reputed company and enrich the employee experience. Apply tot his job Apply To this Job