Remote Senior Broker/Dealer Service Specialist

CNO Financial Group; Carmel (IN); Remote; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

Performance-based bonus or sales bonus

401(k) with company match

Short-term & long-term disability

Job summary

CNO Financial Group, Inc. in Carmel, Indiana, is hiring a Sr. Service Center Specialist, Broker/Dealer to support Financial Advisors and Representatives with questions about submissions, forms, and account maintenance. The role interfaces with multiple teams to resolve issues and ensures compliant, timely responses.

Required FINRA Series 7 and 63 (or 66 substitute), 3+ years in customer service, and strong communication. Remote work options within US; travel to corporate offices may be required.

Qualifications

• High School Diploma/GED REQUIRED.
• FINRA Series 7, 63 REQUIRED. (Series 66 often substitutes for 63+65)
• 3 years of customer service and/or call center experience.
• Effective and professional oral and written communication skills.
• Ability to multi-task by researching multiple systems and entering data while talking to customers.
• Proficient with Microsoft Office Products; knowledge of CRM systems.

Responsibilities

• Maintaining departmental goals for quality & productivity.
• Interface with management, customers, Financial Advisors, and other internal departments on all customer service-related issues.
• Strong knowledge of policies and procedures and the ability to follow through.
• Experienced in Service Security and financial industry a plus.
• Ability to communicate in a timely and professional manner.
• Demonstrates timely and professional communication.
• Follows up diligently and ensures issues are fully resolved.
• Thrives in collaborative, team-oriented settings.
• Provides exceptional customer service.

Skills

Customer Service

Call Center

CRM Systems

Microsoft Office

Data Entry

Communication

Education

High School Diploma

Bachelor's degree preferred

Tools

Pershing's

NETX360 Platform

Job description

CNO Financial Group, Inc. in Carmel, Indiana, is hiring a Sr. Service Center Specialist, Broker/Dealer to support Financial Advisors and Representatives with questions about submissions, forms, and account maintenance. The role interfaces with multiple teams to resolve issues and ensures compliant, timely responses.

Required FINRA Series 7 and 63 (or 66 substitute), 3+ years in customer service, and strong communication. Remote work options within US; travel to corporate offices may be required.