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PlanMember Financial Corporation · 1 month ago

Financial Services Representative - Hiring for August 2026

Carpinteria, CA

Full-time

Onsite

New Grad, Entry Level

$52K/yr - $54K/yr

PlanMember Financial Corporation is a growing financial services firm serving clients nationwide. As a Financial Services Representative, you will be responsible for answering client calls and providing excellent service while resolving issues and completing assigned tasks. You will participate in a comprehensive training program to prepare you for routine job duties and secure necessary FINRA licenses.

Financial ServicesFinTechInsurance

Responsibilities

Answer Client inbound calls and or transfer calls requested

Gather information as it relates to clients inquires

Place outgoing calls (as required (no cold calls)

Perform routine/assigned follow up tasks

Provide exceptional service to Clients

Handle Return Mail Inquiries

Once proficient in the Service Center, work with New Hires as a "Buddy" for training

Refer daily support questions to more tenured employees

Process transactions and provide info relating to client accounts

Position Includes comprehensive SIT training for the first 8 weeks of employment

Answer retail Help Queue Calls

Communicate training and coaching to management

Peer call monitoring and reviewing

Assist with maintaining and updating Knowledgebase. (PlanMember’s policies and procedures)

Qualification

FINRA LicensesCustomer ServiceMicrosoft WordMicrosoft ExcelInterpersonal DynamicsSelf-ManagementActive CommunicationProblem SolvingTime Management

Required

4-year college degree (any major)

A desire and curiosity to learn the financial services industry

Required to obtain FINRA Licenses SIE and Series 6 within 6 months of hire

Ability to research and analyze information (Analytical Thinking)

Strong listening skills (attentive, active, and objective)

Clear, articulate verbal communication

Conflict management

Maintain composure under stress

Ability to ask probing questions

Respond to customers in a confident, cooperative and professional manner

Team Player

Ability to relate to others in a respectful, cooperative manner

Information Seeking

Time management

Ability to multi-task without errors

Composure and Resiliency

Proficient in Microsoft Word and Excel

Ability to learn and proficiently use internal computer systems and all related department software and technical tools

Accountable/Reliable/Self Motivated/Efficient

Service and Detail Oriented

Accountability

Preferred

Previous experience with customer services a plus

Previous experience in a service center a plus

Benefits

Medical

Dental and vision

401k company match

Discretionary profit sharing

PTO

Valet parking

Company

PlanMember Financial Corporation

Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 42 regionally-based Financial Centers located across the country.

Founded in 1990