Providing high-quality support to clients, the full-time FINRA Licensed Call Center Representative will assist with complex inquiries, account maintenance, and financial service transactions in a remote contact center environment. Key Responsibilities Provide exceptional service through the inbound contact center, responding to complex customer inquiries and ensuring timely resolution or appropriate escalation Research and resolve client requests efficiently while maintaining high service standards and compliance requirements Perform account updates, maintenance, and transaction processing, ensuring accurate documentation and account history records Required Qualifications High school diploma or GED (required) Minimum 2 years of customer service experience in a call center environment Life insurance experience is required Prior experience in financial services, investment services, insurance, or banking environments where FINRA certification was required FINRA Series 6 or Series 7 license required at the time of hire (currently registered or within the 2-year U5 FINRA window and in good standing)