A company is looking for a Sales - Solutions Center Representative to provide exceptional customer service and support to members and partners.
Key ResponsibilitiesRespond to incoming calls from investment professionals, plan sponsors, and members on various topicsEducate customers on product features, tax implications, and compliance with regulatory requirementsDocument conversations and maintain records to enhance customer relationshipsRequired 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 preferred based on assigned productsIndustry designations such as ChFC or CLU are desirable
Sales Solutions Center Representative
A company is looking for a Sales - Solutions Center Representative to provide exceptional customer service and support to members and partners. ...
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