About this role
Role Overview
- Addresses client questions and assesses the client's financial needs
- Educates on relevant product benefits and provides appropriate solutions
- Receives inbound call transfers from NCC of at risk clients
- Performs outreach calls to identified retention clients
- Refers clients to appropriate solutions based on complexity
Requirements
- 2+ years of financial services experience
- Series 6 or 7 & Series 63 FINRA license
- Life & Health Insurance within 120 days
- University (Degree) preferred
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings