Licensed Annuities Customer Care Associate

Job Summary

A company is looking for an Associate Customer Care Professional-Annuities, Licensed, Remote.

Key Responsibilities

• Provide personalized call experiences and problem resolution for clients
• Build rapport with diverse callers and navigate multiple systems to assess situations
• Focus on quality and first-call resolution while minimizing processing time

Required Qualifications, Training, and Education

• High school diploma or equivalent experience; post-secondary education preferred
• Annuity experience preferred
• Must have passed the SIE exam; Series 6 exams to be completed within 90 days of hire
• Experience in managing complex customer interactions from support to resolution
• Ability to pass a background check (criminal and financial)