Loading...
Home / FINRA (6/63 or 7/63) Customer Service Representative – REMOTE Nationwide

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

  • Full Time
  • Anywhere

Northwestern Mutual

Job Description

Primary Duties and Responsibilities

  • Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment

  • Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work.

  • Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures

  • Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers

  • Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries.

  • Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.

  • Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy.

  • Understands how systems connect to processes and outcomes.

  • Drives change and embraces continuous improvement by creating processes and provisions to accommodate change.

  • Fosters a professional relationship with our clients to enhance brand loyalty

  • Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards

  • Adept at shifting work priorities to meet the needs of the business and customer demand.

Qualifications

  • Associates degree in business or related field or equivalent combination of education and experience

  • Minimum of 2 years related customer service experience with proven customer service skills

  • Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets)

  • A basic understanding of tax implications

  • Advanced written and verbal communication skills

  • Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy

  • Strong organization skills with the ability to prioritize tasks.

  • A strong desire to continuously learn and improve

  • Strong problem-solving skills and ability to provide options

  • Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages

This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 – FINRA, Series 6 – FINRA, SIE – FINRA

Compensation Range:

Pay Range – Start:

$21.35

Pay Range – End:

$32.02

Geographic Specific Pay Structure:

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, clickhere to learn more.

Grow your career with a best-in-class company that puts our clients’ interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employerwho welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Originally posted on Himalayas

To apply for this job please visit himalayas.app.

Working in United States

The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic consisting of 50 states and a federal capital district, Washington, D.C. The 48 contiguous states border Canada to the north and Mexico to the south, with the semi-exclave of Alaska in the northwest and the archipelago of Hawaii in the Pacific Ocean. The United States also asserts sovereignty over five major island territories and various uninhabited islands in Oceania and the Caribbean. It is a megadiverse country, with the world's th

    More jobs at Northwestern Mutual

    Keep exploring on Get A Job.ai

    Not quite the right fit? Your next opportunity is a click away.

    Hiring instead? Post a job and reach candidates searching right now.