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Customer Solutions Center Representative

VirtualVocations
Norwalk, California, United States
Full-time

A company is looking for a Customer Solutions Center Representative to provide exceptional service to members and partners.

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 / contractsDocument conversations and maintain compliance with industry regulations and policiesRequired QualificationsHigh school diploma or equivalent requiredOne year of experience in customer service or sales-related occupationsUndergraduate degree in finance, business administration, insurance, economics, or communications preferredKnowledge of various insurance products and the sales processFINRA series 6 and / or 26 licenses preferred, based on assigned product / line-of-business

8 days ago
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