Licensed Annuities Customer Care Specialist

Job Summary

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

Key Responsibilities

• Provide a superior call experience by engaging with callers and resolving their inquiries from start to finish
• Build rapport with diverse callers and navigate multiple systems to assess situations and present solutions
• Focus on quality and first-call resolution while minimizing processing time and after-call work

Required Qualifications, Training, and Education

• High school diploma or equivalent experience; post-secondary education preferred
• FINRA Series 6 license required
• Experience in navigating complex customer interactions from support to resolution
• Ability to welcome change and contribute to continuous improvement in a fast-paced environment
• Must pass a background check (criminal and financial)