Service Professional with FINRA Series 6 License

Posted today

virtual vocationsDenver (CO)

Customer Service RepresentativesInsurance Agencies and Brokerages

SENIORITY

Junior

About the role

To support a growing team, the full-time Service Professional with FINRA Series 6 License will manage inbound client inquiries, resolve issues with professionalism, and educate policyholders on annuity products while working remotely. Key responsibilities: Empathetically listen to clients' concerns and provide solutions that meet their needs Manage a variety of inbound calls, ensuring timely and accurate resolution of inquiries Develop in-depth knowledge of life and annuity products to advocate for policyholders effectively Required qualifications: H.S. Diploma or Equivalent required; Bachelor's Degree preferred FINRA Series 6 license strongly preferred 1-3 years of customer service experience in life insurance, annuities, or financial services Experience providing customer service in a contact center environment Solid working knowledge of Microsoft Office products such as Excel, Word, and Outlook

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.