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FINRA Series 6 Licensed Specialist

Company: VirtualVocations
Location: Astoria
Posted on: February 15, 2025

Job Description:

A company is looking for a Variable Universal Life Operations Specialist to manage customer relationships and service requests related to Variable Universal Life insurance policies.



Key Responsibilities

Establish and maintain trust with financial professionals and customers to deliver high-quality service
Handle inbound calls and service requests, processing transactions efficiently and accurately
Investigate and resolve customer inquiries, ensuring adherence to policies and regulatory requirements


Required Qualifications

High School Diploma or equivalent required; Bachelor's Degree preferred
5-7 years of customer service experience required
Experience with individual life insurance and annuity products required
FINRA Series 6 license required within 180 days of employment
Moderate knowledge of individual life insurance and variable products

Keywords: VirtualVocations, New York , FINRA Series 6 Licensed Specialist, Other , Astoria, New York

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