New Jersey Licensed Series 6 Representative
VirtualVocationsAppleton, Wisconsin, United Statesjob_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a FINRA Series 6 L&A Back Office Representative.
Key Responsibilities
Perform financial and non-financial administrative transactions related to policies / contracts
Process transactions across multiple product lines and document all interactions
Analyze incoming documents for completeness and appropriateness, serving as the first approver for financial transactions
Required Qualifications
Series 6 License required
Preferred experience in back office processing for life and / or annuity contracts
Two-year college degree or equivalent experience in financial operations or customer service
Knowledgeable in life or annuity products
Ability to work overtime and meet multiple performance targets
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Jersey Jersey • Appleton, Wisconsin, United States
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