Sales Solutions Center Representative - State Licensed
Company: VirtualVocations
Location: Henderson
Posted on: October 18, 2024
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Job Description:
A company is looking for a Sales - Solutions Center
Representative.
Key Responsibilities
Respond to incoming calls from investment professionals, plan
sponsors, and members on various topics
Educate customers on tax implications, penalties, and benefits
related to plans/contracts
Maintain documentation of conversations to enhance customer
relationships and ensure compliance
Required Qualifications, Training, and Education
High school diploma or equivalent required; undergraduate degree in
finance, business administration, or related field preferred
One year of experience in customer service or sales-related
occupations
Knowledge of various insurance products and sales processes
FINRA series 6 and/or 26 licenses preferred
Industry designations such as ChFC or CLU are desirable
Keywords: VirtualVocations, Bullhead City , Sales Solutions Center Representative - State Licensed, Sales , Henderson, Arizona
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