A company is looking for a Financial Service Representative II to provide customer service for retirement plans.Key ResponsibilitiesAnswer inbound calls and respond to customer inquiries regarding retirement plansAssist with online account access, loan eligibility, rollovers, and market volatility discussionsMaintain knowledge of retirement product lines and IRS rules to provide accurate informationRequired Qualifications and Education2+ years of experience in financial services with customer service in a contact centerActive FINRA Series 6 or 7 and Series 63 licenses are requiredAssociate or Bachelor's degree preferredGeneral understanding of FINRA and governmental rules and regulations
Financial Services Representative II
A company is looking for a Financial Service Representative II to provide customer service for retirement plans. ...
Financial Service Representative - 11766 N. Kendall Drive
As a Financial Service Representative, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. Momentum Financial Services Group is a top financial services provider in North America. Fi...
Client Service Representative - Financial Firm
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients on a daily basis? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our growing f...
Financial Services Representative - State Farm Agent Team Member
As a Financial Services Representative with James Boruff Insurance and Financial Services, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on...
Entry Level Financial Services Representative
Our mission is to equip families with the necessary financial knowledge to make educated decisions and to provide tailored financial solutions—such as term life insurance, investment opportunities, and property insurance—that align with and support their financial aspirations. Job Descri...
Financial Service Representative - 451 South Dixie Hwy
As a Financial Service Representative, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. Momentum Financial Services Group is a top financial services provider in North America. If...
Remote Insurance Verification Representative
Insurance Verification Representative. The Insurance Verification Representative will:. ...
Financial Sales Representative - 27303 South Dixie Hwy
As a Financial Service Representative, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. Momentum Financial Services Group is a top financial services provider in North America. If...
Employee Services Representative II - REMOTE/HYBRID
RyderEmployee Services Representative II - REMOTE/HYBRID. ...
Financial Service Representative - 11766 N. Kendall Drive
As a Financial Service Representative, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. Momentum Financial Services Group is a top financial services provider in North America. If...