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FINRA Series 6 Licensed Customer Support Representative
FINRA Series 6 Licensed Customer Support RepresentativeVirtualVocations • Santa Clara, California, United States
FINRA Series 6 Licensed Customer Support Representative

FINRA Series 6 Licensed Customer Support Representative

VirtualVocations • Santa Clara, California, United States
4 days ago
Job type
  • Full-time
Job description

A company is looking for a Customer Support Representative - Insurance Annuities.

Key Responsibilities

Respond to customer inquiries via telephone or email regarding insurance and financial service products

Research and provide status updates, policy provisions, and resolve discrepancies related to annuities

Educate Financial Service Representatives on market requirements and annuity products

Required Qualifications

High School diploma

1-2 years of customer service experience

Must obtain FINRA Series 6 license within 90 days of hire

Solid time management skills and ability to multitask in a fast-paced environment

Must adapt well to change and adjust priorities as needed

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Customer Support Representative • Santa Clara, California, United States

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