LICENSED FINRA ASSOCIATE Job at Appian Infotech Inc
Licensed FINRA Associate
Plano, TX / Cedar Rapids, IA / St. Peterburg, FL
Responsibilities
· Provides information on a variety of complex customer service issues requiring knowledge of life and health insurance, annuity and investment products and transactions focusing on customer satisfaction, quality, and efficiency.
· Communicates with customers regarding service request or problems; documents, evaluates and resolves customer’s inquiries.
· Thoroughly documents all contacts and conversations; follows up as required.
· Works with other departments to complete customer requests as needed and minimize escalations.
· Gains proficiency in various administration and automated workflow systems.
· Processes complex and varied service requests.
· Represents our customer with professional pride to internal and external customers.
· Consistently meets/exceeds set quality and productivity metrics.
· Functions w/in a team-based environment, and actively participates in achieving team goals.
· Meets/exceeds performance metrics as determined by department.
Qualifications
· Current FINRA Series 6 license at time of application.
· High School diploma or equivalent.
· Up to 1 year experience with call center or customer service experience/training.
· Fundamental computer knowledge and maneuverability within window applications.
· Basic understanding of Microsoft office suite, specifically Word and Excel.
Job Type: Full-time
Pay: $34,917.58 - $55,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Education:
- High school or equivalent (Required)
Experience:
- Financial concepts: 1 year (Required)
- Customer Care Executive: 1 year (Preferred)
License/Certification:
- FINRA License (Required)
Work Location: On the road
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