Associate degree in business or a related field, or an equivalent combination of education and experience
Minimum of two years of related customer service experience with demonstrated customer service skills
Advanced understanding of investment or income products or markets (e.g., VA, VL, VUL, Retirement, or Business markets)
Basic understanding of tax implications
Strong written and verbal communication skills
Ability to multitask and manage a high volume of calls or caseloads with a high degree of accuracy
Strong organizational skills with the ability to prioritize tasks effectively
Demonstrated desire to continuously learn and improve
Strong problem-solving skills with the ability to provide effective options and solutions
Demonstrated computer proficiency with solid keyboarding skills and experience using common software applications
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Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA
This position has been classified as a Registered Representative under NMIS guidelines