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- Two years’ experience in high call volume, complex inbound call center with a focus on financial services.
- Superb written and verbal communication skills with ability to respond professionally under pressure.
- Advance computer skills demonstrated strength with navigating multiple systems. Advanced experience in Microsoft tools.
- Flexibility to work any shift between 8:00 a.m. ET- 7:00 p.m. ET Monday through Friday.
- Sound judgment and excellent problem-solving skills.
- FINRA Series 6 registration within 3 months of Hiring. Any other Series Licenses will not be sponsored, including dual registration with other Broker/Dealers and conflicting outside business activities, such as sales of any Life Insurance or Securities products.
- Associates degree preferred• General understanding of life and health insurance, annuity and investment products.
- Prior experience in CRM software, such as Salesforce or Zen desk
- Ability to speak a second language