Financial Services Representative jobs in United States
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Randstad · 6 hours ago

Financial Services Representative

Randstad is a Fortune's 100 Best Companies to Work For organization, and they are seeking Financial Services Representatives to join their Licensing Team. This role involves ensuring agents and brokers are properly licensed and compliant, blending administrative tasks with customer service responsibilities.

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H1B Sponsor Likelynote
Hiring Manager
Michelle Liggett
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Responsibilities

Review and process applications, renewals, and cancellations for agent/broker licenses
Implement changes in insurance licensing requirements based on new laws, regulations, or company policies
Maintain accurate databases and related files for assigned states
Update and distribute licensing/appointment requirements and procedures manuals
Act as a licensing expert, advising employees, agents, and brokers on requirements and the submission process
Serve as a liaison between the Licensing department and assigned internal teams to resolve license issues quickly
Workload breakdown: Approximately 6 hours of office administration and 2 hours of customer service daily

Qualification

Insurance/Financial Services knowledgeAdministrative experienceCustomer service experienceComputer proficiencyCommunication skillsAnalytical skillsPrioritization skillsProfessional personalityDecision-making skills

Required

2-3 years of combined administrative and customer service experience
Strong oral and written communication skills to effectively interact with customers and team members
Proven ability to prioritize work and meet deadlines
Excellent computer proficiency with standard business software
Demonstrated decision-making skills and the ability to analyze customer inquiries to determine the appropriate action

Preferred

Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds)
Associate's or Bachelor's degree

Benefits

Weekly pay
Health benefits offered

Company

Randstad

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Randstad is the world’s largest talent company and a partner of choice to clients.

H1B Sponsorship

Randstad has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (754)
2022 (776)
2021 (1143)
2020 (1749)

Funding

Current Stage
Late Stage

Leadership Team

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Richard Jager
Chief Executive Officer at Randstad Group DACH
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Sander van 't Noordende
CEO
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Company data provided by crunchbase