Financial Product Consultant

Job Description

Job Description

Description:

 

Job Summary:

The Product Consultant is responsible for handling inquiries and responding professionally to clients and financial advisors regarding annuities and investments with Company. This position will have access to online resources, systems, training materials, peers, and various support teams. Company is committed to providing a high level of client service that meets our service-level agreements while accurately educating clients on our products, procedures, and regulations. This position must be client-focused, ensuring that each client's needs are fully understood and that appropriate action is taken to meet and exceed their expectations. In addition to general calls, this position will be expected to handle exchange calls and to assist with our conservation initiative.

How You'll Contribute:

• Accurately providing information to all incoming inquiries regarding annuities, investments, tax implications, product information, procedures, and regulations
• Efficiently maneuvering through various computer systems and online resources in retrieving information while responding to customer inquiries
• Partnering with our external business partners, when required, to resolve customer inquiries
• Effectively ensuring that detailed electronic records are maintained by accurately documenting all actions taken
• Meeting measurable department standards as they relate to call quality and efficiency measures as well as meeting teamwork, ownership, and professional development goals
• Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations
• Efficiently utilizing all resources to ensure they are easily accessible when providing information to a client, or supporting a teammate, or manager
• Taking ownership of customer issues by following requests through to completion and notifying appropriate personnel if problems exist
• Displaying a positive attitude while adapting and being receptive to change
• Taking initiative in developing skills by asking questions; investigating error sources to avoid future mistakes; making the best use of time between calls
• Excelling in a culture that involves ongoing coaching and feedback from a variety of sources, to ensure the customer's needs are satisfied
• Ability to work well in a team environment, strong sense of professionalism and reliability
• Completing exchanges accurately
• Educating clients about our products and what we have to offer
• Displaying actions that align with the Vision, Mission, and Values

Qualifications:

• Series 6 or 7 License
• Requires excellent written and verbal communication skills
• Strong commitment to customer service and quality required
• 3 or more years of customer service experience preferred
• Customer service experience in Financial Services and/or insurance preferred
• Candidate must be detail-oriented with strong organization and prioritization skills
• Proven decision-making skills and ability to multitask required
• Effective analytical, problem-solving, and mathematical skills
• BA/BS degree preferred, or equivalent experience required

Company is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, or related medical conditions, or any other characteristic protected by applicable law. We are committed to fostering an inclusive workplace that celebrates diversity and promotes equity for all employees, candidates, clients, and partners.

Requirements: