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Financial Advisor Services Representative
CNO Financial Group
Chicago, IL, United States
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Job Title Financial Advisor Services Representative - broker / dealer group
Location Chicago, IL
Job Details
Bankers Life Securities (BLS), a newly formed broker/dealer group at CNO Financial Group, is looking for a Financial Services Advisor Representative to provide consistent customer service and support to a network of Financial Advisor’s (FA) on questions, concerns or matters pertaining to but not limited to submitting business and finding and completing forms. Additionally, this individual will interface with all levels of the BLS team as well as to potential and current public customers on questions pertaining to their securities and/or advisory accounts.
Responsibilities:
• Answer incoming Financial Advisors and customer service calls for BLS products and services.
• Receive, evaluate and respond to customer inquiries.
• Research inquires and responds in a professional manner within specified timeframes.
• Maintain current knowledge of corporate policies, products and departmental procedures. Updates will be communicated from management, but maintaining and applying this knowledge is required on the part of the Call Center Representative.
• Assist Financial Advisors with the preparation of documentation or paperwork needed to support sales execution
• Maintain departmental goals for quality & productivity.
• Interface with management, customers, Financial Advisors, and other internal departments on all customer service related issues.
• Recognize when a customer complaint is being initiated and alert compliance.
• Escalate service issues when necessary.
Job Requirements:
• FINRA Series, 7, 63 or the ability to obtain within 90 days of employment.
• Minimum of high school diploma or equivalent, college degree preferred.
• 1-2 years of customer service and/or call center experience preferred.
• Securities Industry or equivalent financier services experience preferred.
• Must have effective and professional oral and written communication skills.
• Ability to multi-task by researching multiple systems and entering data while talking to customers.
• Customer focused and team oriented.
• Proficient with Microsoft Office Products; knowledge of CRM systems preferred
CNO600
CNO Financial is an Equal Opportunity Employer and Affirmative Action Employer. For more information, please click the following link
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