Offer summary
Qualifications:
Minimum 3 years in customer service, preferably in financial services or annuities, Active Life and Health License and readiness to secure FINRA Series 6 and 63 licenses.Key responsabilities:
- Understand and explain annuities and income strategies
- Provide comprehensive support and guidance to D2C customers
- Collaborate with internal teams for refining customer experience
- Stay updated on industry trends and regulatory changes for continuous improvement