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FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwide
FINRA (6/63 or 7/63) Customer Service Representative - REMOTE NationwideNorthwestern Mutual • Worcester, MA, US
FINRA (6 / 63 or 7 / 63) Customer Service Representative - REMOTE Nationwide

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

Northwestern Mutual • Worcester, MA, US
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divh2Job Title / h2pPrimary Duties and Responsibilities / pulliDelivers 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 / liliProficient 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. / liliResearches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures / liliTakes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers / liliAbility to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries. / liliServes as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. / liliEmbraces 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. / liliUnderstands how systems connect to processes and outcomes. / liliDrives change and embraces continuous improvement by creating processes and provisions to accommodate change. / liliFosters a professional relationship with our clients to enhance brand loyalty / liliHandles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards / liliAdept at shifting work priorities to meet the needs of the business and customer demand. / li / ulpQualifications / pulliAssociates degree in business or related field or equivalent combination of education and experience / liliMinimum of 2 years related customer service experience with proven customer service skills / liliAdvanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets) / liliA basic understanding of tax implications / liliAdvanced written and verbal communication skills / liliAbility to multi-task and handle high volume of calls / case load with the greatest possible degree of accuracy / liliStrong organization skills with the ability to prioritize tasks. / liliA strong desire to continuously learn and improve / liliStrong problem-solving skills and ability to provide options / liliDemonstrated computer experience with solid keyboarding skills and proficiency with current software packages / li / ulpThis position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA / ppCompensation Range : / ppPay Range - Start : $21.35 / ppPay Range - End : $32.02 / ppGeographic Specific Pay Structure : / ppWe believe in fairness and transparency. Its 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 youre living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable. / ppGrow your career with a best-in-class company that puts our clients interests at the center of all we do. Get started now! / ppNorthwestern Mutual is an equal opportunity employer who 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. / p / div

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FINRA 663 or 763 Customer Service Representative REMOTE Nationwide • Worcester, MA, US

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