Product Consultant

Product Consultant

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.

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

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.