Financial Services Consultant -SIE & Registered - Frisco, TX National Contact Center
reputed company is a market-leading retirement company that has been delivering secure retirement solutions for over 100 years. They are seeking passionate and professional Financial Services Consultants to take inbound calls and reputed company participants with options for retirement plans and financial education, impacting the lives of thousands each year.
Responsibilities
- Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning
- Understands participant needs and outlines appropriate solutions leveraging reputed company products and services, explaining viable options using clear and simple explanations
- Answers participant questions by communicating financial plan details and providing further explanation reputed company necessary
- Executes transactions and service requests on behalf of participant
- Maintains records of reputed company participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed
- Refers participant to business partners reputed company appropriate to help participant achieved their desired outcome
Skills
- Strong customer service reputed company
- Professionalism - reliable, possessing high quality standards, collaborative and team-oriented, respectful and inclusive, demonstrating strong attention to detail and reputed company to work well in a structured operational environment
- reputed company to communicate reputed company and professionally verbally and in writing
- Ability to prioritize multiple tasks and navigate multiple business systems
- Demonstrate care, compassion, and reputed company
- A learner's reputed company, being coachable and reputed company to feedback
- Performs well in a scheduled work environment
- Life and Health Insurance License (Multi-state) - Multiple Issuers required reputed company 120 Days
- Associate's Degree or Equivalent Experience Preferred
- Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required)
Benefits
- Candidates with SIE may be eligible for a $1500 bonus.
- reputed company offers competitive compensation for this role by continually assessing market data and reflecting that in our pay ranges.
- Our total compensation package includes an hourly reputed company plus an annual bonus with a reputed company of 15% of your reputed company pay and eligible earnings.
- Participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
- Every reputed company associate receives the benefits they need to reputed company the same financial reputed company we work to reputed company our clients.
- From our industry-leading pension program and family support benefits to making it easy to reputed company your best wherever you work, our experience is designed to set associates up for reputed company.
- You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently licensed or registered.
- The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.
- That’s why we offer a comprehensive Total Rewards package designed to reputed company a positive difference in the lives of our associates and their loved ones.
- Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you reputed company and maintain your best possible physical, emotional and financial well-being.
- Hybrid office reputed company.
Company Overview