Remote Customer Service Representative - WFH

Job Overview

Join our dynamic remote team as a Customer Service Representative, where you will play a pivotal role as the voice of our esteemed company. You will deliver outstanding service to our members, partners, plan sponsors, and investment professionals. This position is a unique opportunity to embark on a career in the finance sector or further enhance your expertise in this domain, all while being part of a nurturing team environment.

Key Responsibilities

• Deliver exemplary service by addressing inbound calls from investment professionals, plan sponsors, and members, assisting them with various inquiries related to financial products and services.
• Remain updated on product offerings, effectively communicating any changes to customers and ensuring their understanding.
• Actively listen to uncover both explicit and implicit needs, providing thoughtful and proactive solutions.
• Maintain accurate records of customer interactions to strengthen and enhance relationships with our members.
• Adhere to compliance regulations, policies, and legal standards to ensure professionalism in all interactions.
• Educate customers on critical topics such as tax implications, surrender charges, and death benefits to ensure complete understanding of their plans.
• Assess customer concerns to identify solutions, striving for first-call resolution, and collaborate with internal teams for escalated issues.
• Engage in regular meetings with leadership to establish career objectives and develop a personalized growth plan, with ample opportunities for advancement within the organization.
  
  

Required Skills

• Strong verbal and written communication abilities for effective interaction with customers and team members.
• Proficient in computer operations and office software applications.
• Familiarity with insurance products and the sales process is advantageous.
• Capacity to comprehend financial plans and contracts while utilizing technology to enhance client engagement.
  
  

Qualifications

• High School Diploma or GED is mandatory; a Bachelor's Degree is preferred but not essential.
• At least 1 year of experience in a call center or customer service role.
  
  

Career Growth Opportunities

This position not only serves as an entry point into the finance industry but also offers numerous pathways for professional development, including participation in leadership meetings to set career goals and the potential to earn your Series 6 and/or Series 26 license.

Company Culture And Values

We pride ourselves on maintaining a supportive and collaborative work environment that emphasizes exceptional service and strong relationships. We encourage open communication and teamwork, fostering an atmosphere conducive to personal and professional growth.

Compensation And Benefits

• Comprehensive training program conducted over 6 weeks in a fully remote format.
• Flexibility to choose between a fully remote, hybrid, or in-office arrangement post-training.
• Opportunity to earn college credits at Rio Salado College at no cost.
• Clear pathways for upward mobility within the company.
• A comprehensive benefits package that includes medical, dental, and retirement plans.
  
  

Work Environment

• Training will be fully remote for 6 weeks, Monday to Friday from 8:00 AM to 4:30 PM.
• After training, hours will be Monday to Friday from 8:00 AM to 9:00 PM, and Saturdays from 6:00 AM to 4:00 PM, with flexibility to work remotely or in the office 1-2 days a month once training is completed.
  
  

Important

Candidates must have reliable internet access for remote work.

Employment Type: Full-Time