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Financial Services Sales Agent
Golden Valley, MN
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Customer Service Representative (Financial Services)
Pay: $20–$23/hr
Posted: 4 weeks ago
Location: Golden Valley, MN (Hybrid)
Last Updated: 1 week ago
Hours: Full-Time
Expires: 10/6/2026
Job Description
Customer Service Representative (Financial Services) TEKsystems $20.00 - $23.00 / hr life insurance, sick time, 401(k), retirement plan Aug 12, 2026
Customer Service Representative
Minneapolis, MN
| •12-Month Contract-to-Hire•
Overview A leading financial services organization in Minneapolis is seeking Customer Service Representatives to support Financial Professionals by providing guidance on products, policies, procedures, and account-related inquiries.
This is a long-term contract opportunity with the potential for permanent hire based on performance, attendance, and business needs.
Candidates who thrive in a fast-paced environment, enjoy helping others, and are interested in building a career in financial services are encouraged to apply.
Responsibilities
Handle 60-70 inbound calls daily from Financial Professionals.
Research and communicate policy and procedural information accurately.
Support inquiries related to annuity and life insurance products.
Assist with policyholder benefits, claims, and new business processing.
Provide support with registration and system navigation.
Follow up on outstanding requests and inquiries as needed.
Maintain a high level of professionalism and customer service excellence.
Accurately document interactions and adhere to established procedures.
Training & Development This position includes a comprehensive training program designed to ensure long-term success:
6 weeks of classroom training
3 months of guided phone training
3-month Capstone period with continued coaching and development
Attendance during training is critical. Time off during the training and Capstone periods is generally not permitted unless approved in advance.
Performance Expectations Employees are evaluated on:
Quality of customer interactions
Accuracy of information provided
Call handling efficiency
Customer service skills
Attendance and punctuality
Regular coaching sessions, quality reviews, and one-on-one performance discussions are provided to support ongoing development.
Required Qualifications
High School Diploma or GED
Minimum 2 years of customer service experience in a professional environment
Strong communication and problem-solving skills
Ability to multitask and navigate multiple systems
Experience supporting customers in a high-volume environment
Desired Skills
Customer Service
Financial Services
Call Center Support
Inbound & Outbound Calls
Insurance Knowledge
Administrative Support
Microsoft Office Suite
Email Communication
Problem Solving
Attention to Detail
Why Apply?
Opportunity to join a respected financial services organization
Structured training and career development program
Supportive team environment
Potential for permanent employment based on performance
Valuable experience within the financial services industry
If you are customer-focused, dependable, and looking for an opportunity to grow your career, we encourage you to apply today.
#centralpriority26
Job Type & Location
This is a Contract position based out of Golden Valley, MN.
Pay and Benefits
The pay range for this position is $20.00 - $23.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Golden Valley,MN.
Application Deadline
This position is anticipated to close on Aug 25, 2026.
About TEKsystems We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
San Francisco Fair Chance Ordinance:
Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI):
We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates.
AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.