Finra Series 6 Active – Customer Support – 100% Remote – PurpleDrive Technologies LLC – Cedar Rapids, IA

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PurpleDrive Technologies LLC

Role: Customer Support Representative – [Finra Series 6] is must

Certification : Finra Series 6 Only (Active)

Fulltime position

Onsite Locations: Cedar Rapids IA & St Petersburgh FL

REMOTE IS OK

This will be Exciting Opportunity because the duration of this project is longterm, It will be for more than 10 years. If you are local or planning to settle in Cedar Rapids IA, St Petersburgh FL – This is the right position.

THIS POSITION IS OPEN FOR REMOTE AS WELL. (WORK FROM HOME)

About the requirement:

Client is looking for Customer Care Representative who can give customer support, NOT A SALES POSITION. IT IS ALL ABOUT CUSTOMER SUPPORT AND COMPLAINCE.

Eligibility criteria to APPLY:

Applicant needs to have certification in FINRA Series 6 (active) by the time of application

Job Description:

Responsibilities

 Provides information on a variety of complex customer service issues requiring knowledge of life

and health insurance, annuity and investment products and transactions focusing on customer

satisfaction, quality, and efficiency.

 Communicates with customers regarding service request or problems; documents, evaluates and

resolves customer’s inquiries.

 Thoroughly documents all contacts and conversations; follows up as required.

 Works with other departments to complete customer requests as needed and minimize escalations.

 Gains proficiency in various administration and automated workflow systems.

 Processes complex and varied service requests.

 Represents our customer with professional pride to internal and external customers.

 Consistently meets/exceeds set quality and productivity metrics.

 Functions w/in a team-based environment, and actively participates in achieving team goals.

 Meets/exceeds performance metrics as determined by department.

Qualifications

 Current FINRA Series 6 license at time of application.

 High School diploma or equivalent.

 Up to 1-year experience with call center or customer service experience/training.

 Fundamental computer knowledge and maneuverability within window applications.

 Basic understanding of Microsoft office suite, specifically Word and Excel.

Preferred Qualifications

 Associates degree preferred.

 General understanding of life and health insurance, annuity and investment products a plus.

 Experience working within a computer mainframe a plus.

Behavioral & Leadership Competencies

 Ability to maintain confidentiality of customer and company information.

 Ability to work independently and seek additional opportunities when able.

 Ability to work in a team environment to develop integrity, trust and respect of coworkers at all level

 Good verbal and written communication skills

PLEASE SHARE YOUR PROFILES WITH BELOW INFO;

Finra Series 6 Active:

CRD # :

Job Type: Full-time

Pay: $30,000.00 – $40,000.00 per year

Experience:

  • customer service: 1 year (Preferred)
  • Customer Support: 1 year (Preferred)
  • Finra Series 6: 1 year (Preferred)

License:

  • FINRA Series 6 (Required)

Work Location:

  • Fully Remote

Benefits:

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Paid time off
  • Work from home

Source:

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