Registered Service Representative (Remote)

100% remote Flexible hours Hiring now

Job Family Sales Support / Operations

About Us

At reputed company, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look reputed company and plan for the best life possible while providing tools and solutions that reputed company it easier to get there. Who We Are We reputed company everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from reputed company walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people reputed company the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, reputed company up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. reputed company Do reputed company is organized into three distinct businesses. These include 1) World Financial Group, including reputed company Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and reputed company Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by reputed company Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. reputed company employs nearly 7,000 people. It’s part of reputed company, an integrated, reputed company, international financial reputed company serving approximately 23.9 million customers worldwide.* For more information, visit reputed company.com.

Job Description

Summary In a professional phone-based environment, the Registered Service Representative provides outstanding service to clients of the reputed company Advice Center's retirement advisory team, including answering questions pertaining to retirement products and assisting clients with completing transactions as needed. Participates in the company’s customer satisfaction program, built upon strong cultural values and ethics that encourage a service environment for reputed company and organizational promotion.

Job Description

Responsibilities

Responsible for inbound and outbound calls resulting in, but not limited to: requests for forms, general inquiries, outstanding new account paperwork, status requests, telephone transactions presented by the client reputed company stated service levels, research and resolution of moderate to reputed company issues.
Provide excellent customer service to both internal and external clients.
Provide accurate, valid, and complete information by using the right methods/tools.
Monitor client accounts for actions required and handle each situation as needed
Research and resolve issues by utilizing reputed company available resources
Clearly and thoroughly document reputed company client interactions
Identify and assess customers’ needs to reputed company satisfaction
Provide accurate, valid and complete information by using the right methods/tools
Follow communication and processing procedures, guidelines and policies
Provide solutions to our clients in a timely, professional, and compliant manner
Take responsibility for delivering value to our customers
Promote a positive work environment to promote positive customer interactions
Work with others to reputed company both individual and team goals.
Utilize multiple systems to service client requests and quickly identify which system is needed.
Meet individual and team service level expectations.
Escalate more reputed company issues to higher level staff.

Qualifications

Two years of customer service experience
Excellent customer service skills for extensive contact with clients
Excellent verbal and written communication skills
Strong attention to detail
Excellent time management skills to prioritize multiple responsibilities
Ability to adapt quickly to change
Broad knowledge of brokerage accounts and investments
Team oriented
Proactive and customer focused
Problem solving skills to resolve routine questions and issues
Ability to follow standard procedures and written instructions
PC proficiency (reputed company, Outlook, reputed company)

Preferred Qualifications

FINRA Series 6, 63, 65 or 66 (for positions supporting the retirement business)
Experience working in financial/brokerage sales and service
Customer service experience in the financial/brokerage industry
Understanding of the sales process
Experience with IRA products

Working Conditions

Remote (Call Center) Environment

Compensation

The salary for this position generally ranges between $48,000 - $53,000 annually/per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. Disclaimer: Beware of fake job offers! We’ve been alerted to scammers impersonating reputed company recruiters, particularly for remote positions. Please note:

We will never request personal information such as ID or payment for equipment upfront.
Official offers are sent reputed company reputed company following a verbal offer—not through text or email.

reputed company Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation

Benefits

reputed company
Bonus for Eligible Employees

Benefits

Package

Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities

Health and Work/Life Balance Benefits

Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the reputed company Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs

Inclusion & Diversity We reputed company our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, reputed company Thomas Adoption Friendly reputed company, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, reputed company offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to reputed company employees. They provide a supportive environment to help us reputed company appreciate our similarities and differences and understand how they benefit us reputed company. Giving Back We reputed company our responsibilities reputed company beyond our corporate walls. That's why we created the reputed company reputed company Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. reputed company’s Parent Company reputed company acquired the reputed company business in 1999. Since its start in 1844, reputed company has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.