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Sales Solutions Center Representative - State Licensed

Company: VirtualVocations
Location: Henderson
Posted on: October 18, 2024

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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