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

40|86 Advisors, Inc.; Carmel (IN); A distancia; USD 60.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, and Vision insurance

Performance-based bonus or sales bonus

401(k) with company match

Short-term & long-term disability

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Customer Service

Call Center

CRM Systems

Microsoft Office

Data Entry

Communication

Educación

High School Diploma

Bachelor's degree preferred

Herramientas

Pershing's

NETX360 Platform

Descripción del empleo

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 provides 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. (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.

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 remotely 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.

Job Type : Full time