FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwide

Position Overview

• Location Type: Remote
• Employment Type: Full-time
• Salary: $21.35 - $32.02 (Pay Range - Start/End)
• Brief Description: This role provides a personalized and remarkable experience for clients by answering questions, providing servicing options, and assisting with products/services within a call center environment. The position requires resolving inquiries, researching solutions, and advocating for Financial Representatives while embracing new technology and continuous improvement.

Requirements

• Education: Associates degree in business or related field, or equivalent combination of education and experience.
• Experience: Minimum of 2 years of related customer service experience with proven customer service skills.
• Certifications:
  • Series 63 - FINRA
  • Series 6 - FINRA
  • SIE - FINRA
• Skills:
  • Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets)
  • Basic understanding of tax implications
  • Advanced written and verbal communication skills
  • Ability to multi-task and handle high volume of calls/case load with accuracy
  • Strong organization skills and ability to prioritize tasks
  • Strong problem-solving skills and ability to provide options
  • Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages

Responsibilities

• Delivers a personalized and remarkable experience for clients through calls and transactions.
• Resolves inquiries and transactions at a basic to intermediate (semi-complex) level.
• Researches and evaluates solutions to complex problems, identifying root causes and deviations from procedures.
• Takes ownership of calls and anticipates future issues to avoid repeat calls and unnecessary transfers.
• De-escalates client experience situations effectively.
• Serves as a trusted advocate for Financial Representatives and partners with them to meet client needs.
• Embraces new technology and educates clients on website and self-service capabilities.
• Understands risks and impacts of transactions on clients and policies.
• Drives change and embraces continuous improvement by creating processes and provisions.
• Handles phone and transactional responsibilities while adhering to confidentiality and privacy standards.
• Shifts work priorities to meet business and customer demand.

Application Instructions

• Please note that this position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.

Company Information

• Company: Northwestern Mutual
• Values: Strong, innovative, and growing, investing in people, and making a positive difference.
• #LI-Remote