Customer Care Professional – Annuities, Licensed

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

📋 Description

• Authorized to create a call experience that is not dependent on a script, taking charge from the initial "Hello!" to the resolution of issues.

• Establishing connections with callers from various backgrounds to effectively evaluate situations and offer intricate solutions.

• Skillfully maneuvering through multiple systems while interacting with callers using clear, concise, and positive communication.

• Prioritizing quality and first-call resolution to assist clients in achieving their objectives.

• Offering assistance through committed training, mentorship, and avenues for career growth.

⛳️ Requirements

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

• Experience with annuities is desirable.

• FINRA Series 6 certification is mandatory.

• Proven experience in managing complex customer interactions from support through to resolution.

• Willingness to embrace change and contribute to ongoing improvements in a dynamic work environment.

• Bilingual proficiency 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 also care about your future financial well-being beyond your career with us).

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

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

• Corporate gift matching at a 1:1 ratio (where you donate, we’ll match your donation).

• No night or weekend shifts!