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New Jersey Licensed Series 6 Representative

New Jersey Licensed Series 6 Representative

VirtualVocationsStockton, California, United States
Hace 4 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

A company is looking for a FINRA Series 6 L&A Back Office Representative.

Key Responsibilities

Perform financial and non-financial administrative transactions related to policies / contracts

Process transactions across multiple product lines and document all interactions

Analyze incoming documents for completeness and appropriateness, serving as the first approver for financial transactions

Required Qualifications

Series 6 License required

Preferred experience in back office processing for life and / or annuity contracts

Two-year college degree or equivalent experience in financial operations or customer service

Knowledgeable in life or annuity products

Ability to work overtime and meet multiple performance targets

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Jersey Jersey • Stockton, California, United States

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