About this role
Role Overview
- Addresses client questions, assesses the client's financial needs, educates on relevant product benefits and provides appropriate solutions
- Receives inbound call transfers from the NCC of clients that are at risk of leaving
- Performs outreach calls to identified retention clients while adhering to stated service level agreements
- Refers clients to the most appropriate advised solution based on client complexity and need for engagement, advice and retention
- Communicates and educates internal business partners on process updates
Requirements
- University (Degree) Preferred
- 2+ Years of Financial Services Experience Required; 3+ Years Preferred
- Series 6 or 7; Series 63 Licenses and Certifications
- Life and Health Insurance License (National)
- Multiple Issuers required within 120 Days
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings