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Allied Solutions LLC · 1 week ago

Annuity Call Center Representative (Series 6 or SIE)

Saint Paul, MN Campus

Full-time

Hybrid

Mid, Senior Level

$22/hr - $24/hr

Allied Solutions LLC is a company that provides a rewarding customer service career within Securian Financial's Enterprise Contact Center. They are seeking a Senior Representative to support their Annuity business line, leveraging regulatory expertise to deliver outstanding customer service and resolve inquiries related to annuities.

Financial ServicesInformation Technology

Responsibilities

Deliver compassionate, timely and accurate responses from simple to complex annuity inquiries

Explain and resolve policy or account issues for customers and channel partners

Support both fixed/indexed annuities and variable products

Navigate regulatory requirements while maintaining excellent customer experience

Meet or exceed contact center performance metrics while upholding Securian's quality standards

Handle 35-50 customer interactions daily across multiple channels

Qualification

FINRA Series 6 licenseSIE licenseCustomer service mindsetTechnical proficiencyPhone etiquetteTyping skillsQuick learnerVerbal communicationWritten communicationActive listeningTime managementReliabilityConfidentiality

Required

Active FINRA Series 6 license or SIE license with the ability to sit for the Series 6 exam within 90 days and ability to obtain the Series 6 License within 6 months of hire

Strong customer service mindset

Excellent verbal and written communication skills

Professional phone etiquette and active listening abilities

Self-motivated, punctual and dependable

High level of reliability, trustworthiness and ability to maintain confidentiality

Technical proficiency: ability to navigate multiple systems simultaneously while maintaining effective customer engagement

Strong typing skills and computer literacy

Ability to multi-task and manage time effectively in a fast-paced environment

Quick learner with strong knowledge retention

Meets technical requirements for remote work (bandwidth and system specifications)

Preferred

Experience in the financial services or insurance industry

Background servicing annuity or life insurance accounts (new business and/or in-force)

Interest in career progression to Specialist / SME Support or leadership roles within the Contact Center

Benefits

Paid time off

Leave programs

Holidays

Company-funded pension plan and a 401(k) retirement plan

Health insurance

Volunteer time

Associate Resource Groups

Company

Allied Solutions LLC

Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 6,000 financial institutions in North America.

Founded in 2000