Investment Planning Services Representative

Responsibilities

• Researches information to service and resolve customer inquiries and account issues.
• Answers customer and agent telephone inquiries on Investment Planning Services accounts and policies.
• Processes financial account transactions, entries, product inquiries, and/or requests.
• Reviews and provides suggestions to improve workflows, processes, and/or procedures.
• Applies general knowledge of investment fundamentals and industry trends to service Customer and agent inquiries.

Qualifications

• Associates Degree or higher, preferred.
• Financial Services, Investments, Banking or Insurance work experience is desirable.
• Contact center experience a plus.
• Strong verbal communication skills.
• Familiarity with Excel helpful.

Benefits

• Potential starting salary range: $49,000 - $53,000.
• Potential yearly incentive pay up to 6% of base salary.
• Healthcare benefits including most of the premium paid by State Farm.
• Preventative care coverage, vision, dental, telemedicine, mental health services, and discounts.
• Training and development programs.
• Discounts and financial planning resources.
• Time off policies including parental leave, paid holidays, and community service support days.
• Multichannel monitoring and recording consent form.

Schedule

• Hybrid work arrangement with some time working from home and some time in the office.
• Week 1: Onboarding in-office, Monday - Thursday, Friday will be virtual onboarding.
• Weeks 11-20: Working from home studying for licensing exams.
• Weeks 21-30: Virtual core training.
• After core training: Minimum of 6 weeks in-office, then 50% in-office requirement.

Pay

• Compensation is based on a 38:45-hour work week.
• Annual raise and bonus potential.