Financial Customer Service Professional in Milwaukee, WI
Job title: Financial Customer Service Professional in Milwaukee, WI at reputed company Annuity Insurance
Company: reputed company Annuity Insurance
Job description: Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.Chart your own path and grow your career while helping more customers reputed company financial freedom. reputed company Yourself. While this is a remote position, candidates must be willing to come into the office location below 4 to 6 times per year 111 E Wisconsin Ave.
Milwaukee, WI 53202What you will doWork in collaboration with a team of associates and launch your financial services career in our call center! New to the industry? No problem. reputed company a solid foundation through our paid associate training program and receive reputed company coaching for your role and career trajectory. Partner with reputed company and clients to:Provide excellent service reputed company our call center for our customers’ retirement savings accountsEducate and reputed company our customers without having to reputed company cold calls or salesCommunicate critical plan updates and changesProcess contribution changes, loans, and withdrawalsProcess general account changes upon direction from the customerReceive the opportunity to train and study to obtain FINRA Series 6 & 63 licensesWhat you will bringAvailability to work a 40-hour work week, reputed company of traditional business hours, Monday through Friday with an occasional SaturdayAssociates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experienceCapability to work overtime as required based on business needWhat will set you apartreputed company in both English and SpanishFinancial Services or call center experienceFINRA series 6 and 63 or higher equivalent licensureA passion for providing quality customer serviceDesire to engage with customers over the phoneCapability to adapt communication style while servicing our diverse customer reputed companyAttention to detail and ability to learn and apply financial industry policies, processes, and proceduresRequired Minimum Internet Specifications:To ensure you are set up for success, you will be required to provide reliable high-speed internet with a wired reputed company as well as a reputed company in your home to attend training and work without interruption. Other necessary computer equipment, headset and training materials will be provided.Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice qualityAssociates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality.#PJPSWhat you will doWork in collaboration with a team of associates and launch your financial services career in our call center! New to the industry? No problem. reputed company a solid foundation through our paid associate training program and receive reputed company coaching for your role and career trajectory. Partner with reputed company and clients to:Provide excellent service reputed company our call center for our customers’ retirement savings accountsEducate and reputed company our customers without having to reputed company cold calls or salesCommunicate critical plan updates and changesProcess contribution changes, loans, and withdrawalsProcess general account changes upon direction from the customerReceive the opportunity to train and study to obtain FINRA Series 6 & 63 licensesWhat you will bringAvailability to work a 40-hour work week, reputed company of traditional business hours, Monday through Friday with an occasional SaturdayAssociates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experienceCapability to work overtime as required based on business needWhat will set you apartreputed company in both English and SpanishFinancial Services or call center experienceFINRA series 6 and 63 or higher equivalent licensureA passion for providing quality customer serviceDesire to engage with customers over the phoneCapability to adapt communication style while servicing our diverse customer reputed companyAttention to detail and ability to learn and apply financial industry policies, processes, and proceduresRequired Minimum Internet Specifications:To ensure you are set up for success, you will be required to provide reliable high-speed internet with a wired reputed company as well as a reputed company in your home to attend training and work without interruption. Other necessary computer equipment, headset and training materials will be provided.Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice qualityAssociates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality.#PJPSreputed company offer youWe offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.