Licensed Financial Services Representative

Role Overview

• Handle 40–60 inbound calls daily from policyholders and financial professionals
• Provide guidance on policy transactions, account activity, and product details
• Research and resolve service requests with accuracy and professionalism
• Process requests and document interactions in internal systems
• Navigate multiple systems while assisting customers in real time
• Partner with internal teams to ensure timely resolution

Requirements

• 1–2 years of customer-facing experience (call center, banking, retail, hospitality, or similar)
• FINRA SIE and Series 6 or 7 licenses
• Strong communication and problem-solving skills
• Comfort using multiple computer systems
• Ability to work in a structured, fast-paced environment
• Preferred Bachelor’s degree or equivalent experience
• Experience in financial services or insurance

Benefits

• Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
• Paid Parental Leave as well as an Adoption Assistance Program
• Competitive 401k savings plan with company match and an additional contribution regardless of participation