FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwide

Location: Remote within the United States, nationwide

Salary: $21.35–$32.02 per hour

Company

Provides financial products and services to clients through Financial Representatives and customer support operations.

What you will do

• Answer client questions and provide servicing options for financial products and services in a call center environment.
• Resolve basic, intermediate, and increasingly complex inquiries and transactions in a registered area.
• Research complex problems, identify root causes, and provide accurate solutions while avoiding repeat calls and unnecessary transfers.
• De-escalate challenging client situations and guide clients through complex or unique inquiries.
• Partner with Financial Representatives, promote self-service capabilities, and explain transaction risks and impacts.
• Handle phone and transactional responsibilities while maintaining confidentiality, privacy, accuracy, and flexibility.

Requirements

• Associate degree in business or a related field, or an equivalent combination of education and experience.
• At least two years of related customer service experience.
• Advanced understanding of investment or income markets and products, including VA, VL, VUL, retirement, or business markets.
• Basic understanding of tax implications and advanced written and verbal communication skills.
• Ability to manage high call or case volumes, multitask, prioritize work, and maintain accuracy.
• Registered Representative classification requiring fingerprinting and FINRA Series 63, Series 6, and SIE qualifications.

Culture & Benefits

• Client interests are placed at the center of the work.
• Continuous learning, improvement, and process change are encouraged.
• Work involves current software packages, keyboarding, phone support, and transactional systems.
• Compensation may vary based on skills, experience, market conditions, and candidate location.