Contact Center Financial Professional

We are looking for a Contact Center Financial Professional to engage clients conversationally to provide guidance and education on their investment plans. The role involves assisting clients in meeting their short- and long-term financial goals, and requires a drive for accomplishment, an interest in financial services, and a desire to grow professionally.

Requirements

• Bachelor's Degree or 2+ year's relevant industry experience
• Ability to obtain FINRA SIE, Series 7 & 66 as well as State Variable Life & Health licenses within 120 days of start date
• Excellent relationship building and communication skills
• Strong organizational and time-management skills
• Ability to create / develop systems and efficiencies to service client needs
• Ability to work and collaborate successfully within a team environment

Benefits

• Paid Time Off (24 PTO days to start)
• 9 paid holidays per calendar year in 2023
• 401(k) Retirement Plan with $1 for $1 match up to 6%
• Automatic 3% contribution to 401K regardless of employee enrollment