Financial Services Representative
Virtual Vocations Inc
Providing efficient customer service, the full-time Financial Services Representative will assist clients with financial transactions, respond to inquiries, and interpret contract provisions while working remotely from a location within 35 miles of Columbus, OH. Key responsibilities Receives and responds to customer, broker, and agent inquiries Communicates effectively with customers and internal teams through oral and written communication Assists customers with financial transactions and interprets contract provisions Required qualifications High School Diploma or equivalent One or more years of experience in banking or financial services Participation in technical coursework such as LOMA, CLU, or ChFC is desirable Knowledge of insurance/financial services industry practices Ability to pass a credit check due to fiduciary accountabilities
Vacancy posted 1 day ago
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