FINRA-Licensed Life Insurance Call Center Specialist

DXC Technology Morocco

New York (NY)

On-site

USD 32,000 - 55,000

Full time

5 days ago
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Benefits offered by this job

Health insurance
Retirement savings plan
Paid holidays
Paid time off

Job summary

DXC Technology is seeking a FINRA-licensed Registered Representative to join the customer service team. You will handle complex inquiries, account maintenance, and financial service transactions with a focus on compliance and client satisfaction.

This full-time position requires a life insurance background and FINRA certification. The role offers a standard Monday–Friday schedule, competitive benefits, and opportunities for growth within a large enterprise technology provider.

Qualifications

  • Required Qualifications: High school diploma or GED.
  • Minimum 2 years of customer service experience in a call center environment.
  • Life insurance experience is required.
  • FINRA license (Series 6, 7 or SIE) required at hire or in good standing.

Responsibilities

  • Provide exceptional service through the inbound contact center, responding to complex customer inquiries and ensuring timely resolution or escalation.
  • Research and resolve client requests while maintaining high service standards and compliance.
  • Perform account updates, maintenance, and transaction processing with accurate documentation.
  • Process and distribute mail for multiple clients in accordance with SLAs.
  • Data entry and document matching to maintain accurate customer records.
  • Collaborate with teams to resolve issues and improve service quality.
  • Support escalation management and service recovery activities for complex cases.
  • Assist with Voice of the Customer feedback and remediation actions when necessary.
  • Contribute to continuous improvement initiatives and workflow enhancements.
  • Support supervisors with daily operational activities and mentoring.
  • Participate in QA reviews for FINRA-regulated transactions.

Skills

Customer service
FINRA license
Life insurance
Call center

Education

High school diploma or GED

Tools

Phone systems
Help desk software

Job description

DXC Technology is seeking a FINRA-licensed Registered Representative to join the customer service team. You will handle complex inquiries, account maintenance, and financial service transactions with a focus on compliance and client satisfaction.

This full-time position requires a life insurance background and FINRA certification. The role offers a standard Monday–Friday schedule, competitive benefits, and opportunities for growth within a large enterprise technology provider.

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