National Insurance Services · 3 days ago
Retirement Income - Account Representative
Brookfield, WI
Full-time
Hybrid
New Grad, Entry Level
$58K/yr - $58K/yrNational Insurance Services is seeking a Retirement Income - Account Representative to provide quality customer service to Retirement Income clients. The role involves identifying growth opportunities, participant education, and compliance review while supporting a range of Retirement Income products.
Insurance
Responsibilities
Provide quality and timely customer service to current Retirement Income clients through in-person visits, virtual meetings, and telephone calls
Identify and close additional growth opportunities
Conduct participant education and compliance review
Qualification
Required
Quality and timely customer service skills
Ability to identify and close additional growth opportunities
Experience in participant education
Knowledge of compliance review
Attainment of Life & Health insurance license for each of the states in the assigned region
Attainment of the Securities Industry Essentials (SIE) exam
Attainment of Series 6 and Series 63
Ability to travel 30%-50% of the time
Ability to work Monday through Friday; 8:00 a.m. to 5:00 p.m
Ability to work non-traditional hours when required
Ability to perform physical requirements including sitting, standing, and walking
Company
National Insurance Services
National Insurance Services is a Client Focused,Solution Driven,Employee Benefits for the Public Sector.
Founded in 1969
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2018-06-12Acquired
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