Skip to content
Overview: As a Customer Service Representative, you will play an essential part in ensuring that our loyal and new customers receive the best service possible while accessing the financial products they need. You will serve as an extension of the brand by exuding our shared values and participating in Company programs that support customer advocacy, store growth, and personal development. Your upbeat and customer-focused personality will help set the stage for a positive, respectful environment that will give you the power to build a rewarding career with performance-based advancement.... more ->
The Opportunity The Customer Service Specialist on the Transfer of Assets Team will facilitate the calling out to Ceding Carriers to obtain the status of requested funds needed in order to issue the Annuity policy. Additionally, you'll be partnering and communicating with financial professionals, firm back-offices and external and internal partners. This partnering and communicating will consist of providing statuses of incoming funds as well as working together to resolve policies that are not in good order. You'll perform routine transactions, provide technical guidance, and procedural... more ->