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Financial Services Sales Agent
Brownwood, TX
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REPRESENTATIVEHome ServiceMonday - Friday 8:00 am - 5:00 pm $14.88 per hour
JOB SUMMARY
As a Customer Service Representative in the Call Center, you will be responsiblefor fielding calls from existing customers and servicing existing accounts. As acustomer service professional, you receive inbound phone inquiries from ourcustomers. Your goal each day is to ensure each interaction you have with ourcustomers result in a positive experience and an accurate work product.
ESSENTIAL JOB FUNCTIONS
Answer incoming calls from clients in regard to indexed and fixed annuities: make outbound follow-up calls as necessary Completing Financial/Non-Financial requests, form requests, etc. Document call details accurately Resolve customer service-related issues Accountable to build/maintain effective relationships with customers
JOB REQUIREMENTS
High school diploma, general education degree or equivalent Basic understanding of indexed and fixed annuity services Customer service aptitude and orientation Excellent decision-making skills with the ability to solve problems to find mutually acceptable solutionsExceptional interpersonal and communication skills and ability to build rapport Must have knowledge of and/or ability to maneuver through multiple information screens Excellent troubleshooting skills, search skills, ability to approach problems logically
PREFERRED SKILLS
Good verbal and written Communication Skills. Strong keyboard and typing skills required Excellent written and verbal communication skills in English Self-starter with excellent teamwork skills and an appropriate sense of urgency Ability to handle competing priorities and manage time effectively Open to coaching and constructive feedback to become more effective and improve performance. Finance/Insurance customer service preferred ALMI/FLMI or other related professional designation Preferred Contact/Call Center experience#psbrownood