Remote Financial Services Rep - Licensing Covered

Soteria Reinsurance Ltd.; Naples (FL); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Licensing sponsorship

Paid training

Hybrid work model

Job summary

Fidelity Investments seeks a Financial Services Representative to support customers by answering questions about balances, processing withdrawals and transfers, and placing trades. You will work from home most days with one day per week in the Investor Center during onboarding and transition to on-site as needed.

You will receive paid training and sponsorship for FINRA licenses (SIE, Series 7 Top Off, Series 66) to build a foundation for a career in financial planning and advice, with ongoing

Qualifications

• Experience in customer service (phone or in-person)
• Ability to deliver an outstanding customer experience
• Coachability and collaboration drive success in the role

Responsibilities

• Support Fidelity customers over the phone, answering questions about account balances, withdrawals and transfers, and placing trades
• Work from home with one day per week in the Investor Center, then transition to on-site operations
• Participate in training and licensing programs to obtain FINRA SIE, Series 7 Top Off, and Series 66 licenses

Skills

Customer service

Interpersonal skills

Attention to detail

Adaptability

Communication

Coachability

Education

No degree required

Job description

Fidelity Investments seeks a Financial Services Representative to support customers by answering questions about balances, processing withdrawals and transfers, and placing trades. You will work from home most days with one day per week in the Investor Center during onboarding and transition to on-site as needed.

You will receive paid training and sponsorship for FINRA licenses (SIE, Series 7 Top Off, Series 66) to build a foundation for a career in financial planning and advice, with ongoing