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Remote Financial Services Representative

Company: VirtualVocations
Location: Virginia Beach
Posted on: January 17, 2023

Job Description:

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

Individual must be able to fulfill the following responsibilities:
Apply understanding of the various retirement product lines and IRS rules regarding retirement plans
Engage recommendations for new processes or procedures
Adhere to a structured schedule and meet call center metrics
Qualifications for this position include:

Associate's degree required; Bachelor's degree preferred
2+ years customer service, contact center and financial services background preferred
Can transfer or obtain a Series 6, with Series 63 where applicable, within 90 days of hire date
Ability to take appropriate action or provide appropriate information in a limited timeframe.
Have a general understanding of FINRA & governmental rules and regulations

Keywords: VirtualVocations, Virginia Beach , Remote Financial Services Representative, Other , Virginia Beach, Virginia

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