Remote Financial Services Rep | FINRA Licensing Covered

Soteria Reinsurance Ltd.; Fairfield, Northern (CT, KY); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Fidelity Investments in the United States is seeking a Financial Services Representative to assist customers by phone, answer questions about balances, process withdrawals and transfers, and guide onboarding. The role combines remote work four days with one day on-site in an Investor Center, building a foundation for a career in financial planning.

You will train to obtain FINRA licenses with paid study time, coaching, and structured plans; after onboarding, you’ll move to a fully on-site

Qualifications

• High energy and enthusiasm for helping people.
• Flexibility and self-motivation to adapt to changing needs.
• Experience in customer service (phone or in-person).
• Exceptional interpersonal communication and attention to detail.

Responsibilities

• Support Fidelity customers over the phone with account questions, withdrawals and transfers.
• Identify resources and guide customers through onboarding and processes.
• Provide outstanding customer experience and handle multiple tasks in a fast-paced setting.

Skills

High energy

Flexibility

Customer service

Communication

Learning mindset

Job description

Fidelity Investments in the United States is seeking a Financial Services Representative to assist customers by phone, answer questions about balances, process withdrawals and transfers, and guide onboarding. The role combines remote work four days with one day on-site in an Investor Center, building a foundation for a career in financial planning.

You will train to obtain FINRA licenses with paid study time, coaching, and structured plans; after onboarding, you’ll move to a fully on-site