Remote Financial Services Representative
Location: Virginia Beach
Posted on: January 17, 2023
A financial services company has a current position open for a
Remote Financial Services Representative.
Individual must be able to fulfill the following
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
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
Keywords: VirtualVocations, Virginia Beach , Remote Financial Services Representative, Other , Virginia Beach, Virginia
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