Sr. Service Center Specialist, Broker/Dealer - REMOTE from any US based location

CNO Services; Carmel (IN); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Bonus eligibility

401(k) match

Disability Insurance

Paid time off

Corporate holidays

Parental leave

Life Insurance

Well-Being Resources

Job summary

CNO Financial Group is seeking a Sr. Service Center Specialist, Broker/Dealer to provide consistent customer service to Financial Advisors and Representatives. You will handle inquiries about submissions, forms, and account maintenance while interfacing with BLS teams and Compliance on issues.

Strong communication, collaboration, and multi-tasking skills are essential. 3+ years in customer service and FINRA Series 7/63 are required; optional bonus potential and remote work from any US location

Qualifications

• High School Diploma/GED required and 3+ years in customer service.
• FINRA Series 7 and 63 required.

Responsibilities

• Provide consistent customer service and support to a network of Financial Advisors and Financial Representatives.
• Resolve issues related to submissions, forms, account maintenance, and general inquiries.
• Interface with all levels of the BLS team and public customers on questions pertaining to securities/advisory accounts.
• Offer feedback to training departments and coordinate with Compliance on potential issues.

Skills

Customer service

Call center experience

Effective communication

Multi-tasking

Microsoft Office

CRM systems

FINRA Series 7

FINRA Series 63

Education

High School Diploma/GED

Bachelor's degree in finance or related field

Tools

Pershing platform

NETX360 Platform

Job description

Job Details

CNO Financial Group, Inc. (NYSE: CNO) is a leading insurance and financial services company focused on securing the future of middle-income America. Through brands such as Bankers Life, Colonial Penn, and Washington National, CNO delivers life and health insurance, annuities, financial services, and workforce benefits to more than 3.3 million policyholders, supported by $38.3 billion in total assets.

With a strong financial foundation, national presence, and a culture rooted in integrity, excellence, and people-first values, CNO offers meaningful opportunities for professional growth and impact across its U.S. locations, including its headquarters in Carmel, Indiana.

This position is not eligible for visa sponsorship.

CNO Financial Group is hiring a Sr. Service Center Specialist, Broker/Dealer who will provide consistent customer service and support to a network of Financial Advisors (FA) and Financial Representatives (FR) regarding questions, concerns or matters pertaining to, but not limited to, submitting business, finding and completing forms, account maintenance, general inquiries and resolving issues. Additionally, this role will interface with all levels of the BLS team as well as potential and current public customers on questions pertaining to their securities and/or advisory accounts. This position provides critical feedback to training other departments regarding common issues, inquiries and topics to address. It also works with our Compliance Department on any potential complaints or financial exploitation matters.

Core responsibilities and deliverables:

• 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.

What you need:

• High School Diploma/GED required.
• FINRA Series, 7, 63 required.
• 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.

What will set you apart:

• Bachelor's degree or 8 years of equivalent financial services experience preferred.
• Customer focused and team oriented.
• 5 years of customer service and/or call center experience.
• Securities Industry experience.
• Experience with Pershing's, NETX360 Platform preferred.

CNO Financial Group offers the following benefits for this position, subject to applicable eligibility requirements:

• Medical, Dental, and Vision insurance
• Performance-based bonus or sales incentive
• 401(k) retirement plan with company match
• Short-term & long-term disability insurance
• Paid time off and 10 corporate holidays
• Paid parental leave
• Company-paid life insurance
• Mental & Financial Well-Being Resources

CNO supports a flexible work environment and encourages Associates to work where they are most productive. This position may work fully remote from any US-based location, provided they are able to work Central or Eastern Time hours. All work must be performed within the United States, and occasional travel to corporate offices may be required.

Associates living within 60 miles of a corporate office (Carmel, IN; or Chicago, IL) have access to work from that location as needed.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.