As the primary point of contact for customers, the full-time Iowa Licensed Customer Care Representative will provide accurate information regarding retirement, life, and annuity investment products while working remotely to ensure a positive customer experience. Key responsibilities Utilize exceptional customer service skills to assist callers with inquiries about investment products Identify customer needs and coordinate with team members to deliver personalized service and resolve issues Document customer interactions and follow up on outstanding items in a timely manner Required qualifications Associate's degree in a business field or equivalent experience One year of call center or customer service experience, or experience in the financial services industry Proficiency in using MS Office tools Ability to communicate professionally with customers, both orally and in writing Capability to work independently and collaboratively within a team