Must have the following in order to apply:
- High School Diploma or equivalent
- At least one (1) year of investment industry customer contact experience
- Active/Inactive (not expired) FINRA Series 7 license
- Active/Inactive (not expired) FINRA Series 63 license
- Intermediate knowledge of investment industry products and services
- Process knowledge of investment accounts, including retirement
- Ability to work a flexible schedule, including extended hours up to 6 days per week, if needed
Preferred Skills:
- Series 7 and 63 licenses
- FINRA Series 65, Life & Health licenses and Chartered Retirement Planning Counselor (CRPC)/Accredited Asset Management Specialist (AAMS) designation
- Bachelor’s Degree
Required Screenings: Drug Testing/Screening; Background Check; Credit Checks; Reference Checks.
Job Description:
Currently seeking Specialized Investment Services Representative for our facilities located in Tampa and Brandon. The Specialized Investment Services Representative provides member service and/or product acquisition through various channels (e.g. phone, email, fax) for area of expertise. Under direct supervision, uses established procedures to carry out routine work assignments.
This position will spend approximately 90 percent of the day handling in-bound phone calls from current members. Incumbent will be responsible for processing simple to complex service transactions while contributing to enterprise business goals through enterprise referrals and relationship building. Some sales skills are required in this position. The ideal candidate will be able to work both independently and in a team environment, and will possess interpersonal communication skills.
Work Environment: Office/Call Center.
Days & Hours: Full Time; 40 Hours Per Week; Monday through Saturday; Day Shift; 8:00am to 6:30pm. Complete schedule will be discussed with applicant.
Pay: Base salary plus bonus depends on experience. 30 percent Shift Premium pay for work scheduled after 6:00pm. Benefits are offered.
Equal Opportunity / Affirmative Action Employer (M/F/D/V) / Drug Free Workplace
Contact:
Stephen P. J. Gilman, MA-HRD
Professional Recruiter & REACT Coordinator – Business Services
Professional Networking Group
CareerSource Tampa Bay
9215 N. Florida Avenue, Tampa, FL 33612
[email protected]
(O) 813-930-7583 (F) 855-503-2977
