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Remote Financial Service Representative I

Company: VirtualVocations
Location: Modesto
Posted on: August 2, 2022

Job Description:

A financial services company has a current position open for a Remote Financial Service Representative I.

Core Responsibilities Include:
Providing an excellent quality experience while answering phone calls from customers
Responding to customer emails
Providing service related to Mainspring Managed service
Qualifications Include:

Associate's degree
Series 6 or 7, and the Series 63, within 90 days of your date of hire
Full understanding of the various retirement product lines and IRS rules regarding retirement plans
Demonstrated professional demeanor communicating via phone and email
Ability to take appropriate action or provide appropriate information in a limited timeframe
Ability to retain and effectively communicate specific details/provisions of retirement plans/products

Keywords: VirtualVocations, Modesto , Remote Financial Service Representative I, Sales , Modesto, California

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