NEW JOB OPENING
CUSTOMER SERVICE - FINANCIAL SERVICES REPRESENTATIVE
IN Remote, USA!

Due to Client requirements, we are looking for candidates located West of the Mississippi River; excluding CA and Nevada.



Start Date: July 6, 2026



Training Schedule:

• Weeks 1–4: Monday–Friday, 7:00 a.m.–3:30 p.m. Arizona (subject to adjustment)

• Week 5: Monday - Friday: 6:00 a.m. - 5:00 p.m. (flexible schedule)



Post Training Schedule:

• Week 6+: Flexible schedules for Monday - Friday, 7:00 a.m.–5:00 p.m. Arizona Time

• Schedules are established well in advance



Required Education:

• Associate's Degree



Preferred Education:

• Bachelor's Degree



Required Experience:

• Two+ years' experience in banking or financial services



Overview:

• This role receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics



Summary:

• As a Representative, you will deliver exceptional service to members, partners, plan sponsors, and investment professionals

• Success in this role requires understanding high-level products, plans, and regulatory requirements to resolve general account questions, plan fee inquiries, and related issues

• You will also clearly and effectively communicate Client marketing strategies to customers



Key Responsibilities:

• This role receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing

• Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need

• Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper

• Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Client policies, firms, plan documents and state and local laws

• Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract

• Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles

• Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other duties as assigned



Knowledge, Skills and Ability:

• Knowledge of various insurance products and the sales process a plus.

• Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states a plus.

• Excellent verbal and written communication skills to effectively communicate with others

• Proficiency with computers and common office software

• Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers



Note:

• Candidates who live within 35 miles of the Scottsdale office are required to work onsite every Tuesday and Wednesday after training

• Training lasts five weeks and is fully virtual for all candidates, including those near the Scottsdale office



#NW

• **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

• **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**