Service Professional (Fintech)

TL;DR

Service Professional (Fintech): Delivering top-tier support to policyholders and financial professionals with an accent on life insurance and annuity product inquiries. Focus on resolving complex client issues, navigating administrative systems, and ensuring a seamless, empathetic customer experience.

Location: Must be based in the United States

Salary: $48,000–$52,000

Company

A long-standing financial services organization providing life insurance, annuities, and wealth management solutions to individuals and businesses across the U.S.

What you will do

• Manage inbound client inquiries with professionalism, accuracy, and empathy.
• Advocate for policyholders by addressing concerns and providing emotional support during challenging situations.
• Navigate multiple administration systems and workflow tools to document and resolve requests.
• Process routine financial and non-financial transactions according to department policies.
• Collaborate with team members and participate in project teams as needed.
• Continuously improve customer experience by identifying process changes and seeking feedback.

Requirements

• Must be based in the United States
• 1-3 years of direct customer service experience in life insurance, annuities, or financial services.
• Experience providing customer service in a contact center environment.
• Proficiency in Microsoft Office products including Excel, Word, and Outlook.
• Ability to work a shift between 8am ET and 6pm ET, Monday through Friday.
• High School Diploma or equivalent required.

Nice to have

• FINRA Series 6 license.
• Bachelor's degree or higher.
• Industry certifications such as LOMA.
• Experience with Five9s systems.
• Proficiency in Spanish.

Culture & Benefits

• 100% remote work model.
• Commitment to Equal Employment Opportunity and inclusive workplace practices.
• Focus on professional development through training programs and industry trend updates.
• Collaborative team environment with a focus on continuous improvement.