New Jersey Licensed Series 6 Representative

Job Summary

A company is looking for a FINRA Series 6 L&A Back Office Representative.

Key Responsibilities

• Perform financial and non-financial administrative transactions related to policies/contracts
• Process transactions across multiple product lines and document all interactions
• Analyze incoming documents for completeness and appropriateness, serving as the first approver for financial transactions

Required Qualifications

• Series 6 License required
• Preferred experience in back office processing for life and/or annuity contracts
• Two-year college degree or equivalent experience in financial operations or customer service
• Knowledgeable in life or annuity products
• Ability to work overtime and meet multiple performance targets