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ISP Investment Advisor Support Specialist
@PLIC Primerica Life Insurance Company
[Hiring] ISP Investment Advisor Support Specialist @PLIC Primerica Life Insurance Company
Mar 17, 2025 - PLIC Primerica Life Insurance Company is hiring a remote ISP Investment Advisor Support Specialist. 💸 Salary: $60k. 📍Location: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
The incumbent monitors and responds to telephone inquiries regarding managed accounts from representatives. The Field Support Analyst 5 works with associates and management to make and implement recommendations concerning department changes, improvements and enhancements. This is a remote role with a salary of $60K.
- Identifies callers' concerns by asking probing questions
- Responds to callers in a concise and courteous manner
- Maintains positive and helpful relationship with clients
- Provides callers with complete and accurate information
- Recognizes priority situations and understands when and how to notify appropriate parties
- Forwards corrections outside responsibility limits to appropriate party for further processing or approval
- Provides support to Representatives in all aspects of Managed Account Processing
- Provides product and technical support when required
- Documents all research findings thoroughly
- Prepares appropriate correspondence as required
- Provides response to client or agent by mail or telephone
- Performs all corrections within responsibility limits
- Complies with legal and ethical standards
- Adheres to policies and procedures
- Offers ideas and recommendations to improve the efficiency of securities customer service operations
- Remains current on all procedural changes
- Provides training and assistance to Customer Service trainees
- Supports the Coordinator by answering questions in the leader's absence
- Organizes information to efficiently respond to callers' questions
- Compliance with Department Self-Assessment procedures
- Adherence to Self-Assessment testing schedule
- Reporting identified issues to management
Qualifications
- Bachelor’s Degree (preferred) or 3 years work experience in Securities Industry
- 2 - 3 years Series 6/7, 24/26 and 65/66 required
- Effective problem solving/analysis skills
- Excellent verbal and written communication skills
- Excellent PC computer skills
- Excellent attendance record
- Excellent interpersonal skills
- Ability to organize and present facts in a clear and concise manner
- Ability to manage multiple priorities
- Ability to quickly and efficiently adapt to changes in procedures and policies
- Good voice quality (clarity, tone, etc.)
- Proven ability to work under pressure and communicate professionally with irate customers
- Ability to work in a fast-paced environment
- Ability to perform assigned tasks within the specified time frames and meet quality expectations
- Leadership ability
- Knowledge in business, finance, communications or economics preferred, but not required
- Knowledge of individual securities and market dynamics
Benefits
- Day one health, dental, and vision insurance
- 401(k) Plan with competitive employer match
- Vacation, sick, holiday and volunteer time off
- Life and disability insurance
- Flexible Spending Account & Health Savings Account
- Professional development
- Tuition reimbursement
- Company-sponsored social and philanthropy events
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Customer Service
Customer Service
|
Salary
💸
$60k
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 17, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
