Sales Solutions Center Representative - State Licensed

VirtualVocations
Jamaica, New York, United States
Full-time

A company is looking for a Sales - Solutions Center Representative.Key ResponsibilitiesRespond to incoming calls from investment professionals, plan sponsors, and members on various topicsEducate customers on tax implications, penalties, and benefits related to plans / contractsMaintain documentation of conversations to enhance customer relationships and ensure complianceRequired Qualifications, Training, and EducationHigh school diploma or equivalent required;

undergraduate degree in finance, business administration, or related field preferredOne year of experience in customer service or sales-related occupationsKnowledge of various insurance products and sales processesFINRA series 6 and / or 26 licenses preferredIndustry designations such as ChFC or CLU are desirable

12 hours ago
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