Associate Customer Care Professional – Annuities, Licensed

This is a fully remote position, open to applicants in Minnesota.

📋 Description

• Deliver a call experience that is not dependent on a script.

• Establish rapport with callers from various backgrounds.

• Manage multiple systems while interacting with callers using clear, concise, and positive language.

• Prioritize quality and first-call resolution while reducing processing time.

⛳️ Requirements

• High school diploma or equivalent experience; post-secondary education is preferred.

• Previous experience with annuities is preferred.

• Successfully complete the FINRA Series 6 exams within 90 days of hire or transfer for Annuities product.

• Experience in handling complex customer interactions from support to resolution.

• Willingness to embrace change and contribute to ongoing improvements in a fast-paced work environment.

• Bilingual in English and Spanish is a plus!

🏝️ Benefits

• Comprehensive medical, vision, and dental coverage (we prioritize your health).

• 401(k) matching up to 6% and a pension plan (we care about your financial future beyond your career with us).

• Four weeks of paid time off plus 12 paid holidays (take care of yourself so you can effectively care for our clients).

• Up to 20 hours of volunteer time off (support the communities we serve).

• Corporate gift matching at a 1:1 ratio (for every donation you make, we'll match it).

• No night or weekend shifts!