Customer Service Annuity Specialist

Job summary
Customer Service Annuity SpecialistRemote position in Phoenix, AZPaid training and study time for series 6 license
Job seniority: associate level
Responsibilities
• Servicing Annuity products• Taking 50-60 incoming calls per day• Providing excellent customer service• Problem-solving• Supporting colleagues and customers• Volunteering and supporting local charities• Researching answers to questions• Thinking outside the box• Organizational and time management skills• Learning new concepts quickly and adapting to a changing environment
Requirements
• 1+ year of related business experience• College degree preferred• FINRA Series 6 or 7 license required• Strong customer skills• Analytical skills• Motivation to learn• Resourcefulness• Ability to think outside the box
Key Skills Needed
• Strong customer skills• Analytical skills• Organizational and time management skills
Benefits
• Flexible benefits package• Medical, Dental, Vision coverage• Paid time off• Paid parental leave• 401k savings plan with company match• Wellbeing reimbursement account