Mid-Level and Entry-Level Financial Services
Skills
Customer ServiceFinancial PlanningFixed AnnuitiesInsuranceInvestmentsMarketing
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Experience in customer service or training
- No experience needed for some positions
- Motivated, driven, and intelligent individuals
Nice to have
- Motivated
- Driven
- Intelligent
- Experience in customer service
- Experience in training
Day to day
- Meet with members of labor unions, credit unions, associations, and parent groups
- Review the family's existing benefits and explain additional benefits
- Handle the enrollment for family plans such as income replacement, mortgage coverage, and college savings coverage
- Participate in a wide range of training programs and leadership development sessions both internal and external