Annuities Customer Service Representative jobs in South Carolina
Annuities Customer Service Representative processes orders and fulfills customer needs to ensure satisfaction. Answers consumer questions regarding annuity products or policies. Being an Annuities Customer Service Representative has strong working knowledge of annuities, current tax laws and other legislation that can impact the company's annuity contracts. May require a bachelor's degree. Additionally, Annuities Customer Service Representative typically reports to a supervisor or manager. The Annuities Customer Service Representative gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Annuities Customer Service Representative typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Annuities Customer Service Representative jobs
Associate Service Consultant - Annuities
- LPL Financial
-
Fort Mill, SC
FULL_TIME
-
Are you a team player? Are you curious to learn? Are you interested in supporting others as they grow their business? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview:
The Annuity Associate Service Representative supports our Financial Professionals, their assistants and internal business partners in the purchase of annuities via the Annuity Order Entry platform. This individual is part of a specialized service team supporting a high volume of calls per day.
Responsibilities:- Responsible for all functions of an Annuity Service Rep including providing exceptional customer service via incoming calls or responses to emails as it relates to Annuities.
- Maintain detailed knowledge of LPL processes and system platform as they relate to Annuities.
- Maintain detailed knowledge about Annuity Products supported by the Annuity Order Entry system and be able to explain the differences between the product features.
- Collaborate with internal business partners to assist with resolving escalations, adapting to operational and compliance process changes.
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and can execute in a way that encourages creativity and continuous improvement.
Requirements:- 2 years of previous customer service experience
- Commit to owning the customer experience by driving satisfaction to high levels and adhering to our corporate values
- Strong attention to details
- Strong client focus and work ethic
- Ability to provide effective feedback
- Excellent organizational, communication and listening skills
- Financial services experience, investment services
- Licenses/Certifications: Series 99, Series 7
- MS Office, BETA, ClientWorks, ServiceWorks, Nice, Documentum, Electronic Order Entry
- Bachelor's degree
$19.38-$29.08/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it’s like to work at LPL? Watch this!
We take social responsibility seriously. Learn more here
Want to see info on our benefits? Learn more here
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. - 7 Days Ago
Customer Service Representative
- Authorized Service Inc.
-
Greer, SC
FULL_TIME
- Authorized Service has served the Upstate of South Carolina for over 40 years. We are searching for people who want to learn, grow, and be part of the team mentality.*Please only apply if you live in ...
- 12 Days Ago
Customer Success Representative, Compressor Technique - Rock Hill, SC
- Atlas Copco Compressors LLC -North America Customer Center
-
Rock Hill, SC
FULL_TIME
- Customer Success Representative, Compressor Technique - Rock Hill, SC Functional area: Sales Country: United States City: Rock Hill, SC Company name: Atlas Copco Compressors LLC Date of posting: May 2...
- 18 Days Ago
Lead Customer Service Representative
- Circle K
-
Clemson, SC
FULL_TIME
- Store 2720423: 307 College Ave, Clemson, South Carolina 29631Availability - Shift/Days Flexible Availability Lead Customer Service RepresentativeWe want you to join our team as a Customer Service Repr...
- 2 Days Ago
Customer Service Representative
- Circle K
-
Mc Clellanville, SC
FULL_TIME
- Store 2720878: 10105 N Hwy 17, Mc Clellanville, South Carolina 29458Availability - Shift/Days Full time Overnight Shift - Weekends (ranging from 10pm to 7am) Customer Service RepresentativeWe want you...
- 2 Days Ago
Customer Service Representative
- Circle K
-
Chester, SC
FULL_TIME
- Store 2721504: 1801 J A Cochran Bypass, Chester, South Carolina 29706Availability - Shift/Days Flexible Availability Customer Service RepresentativeWe want you to join our team as a Customer Service R...
- 2 Days Ago
Annuities Customer Service Representative jobs at Popular Companies
Dedicated Customer Professional
- Chevron
-
Sherwood, OR
- At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard...
- 6/12/2024 12:00:00 AM
Client Relations Representative
- Tamirior Insights Inc
-
Tarpon Springs, FL
- Job Description Job Description Here at Tamirior Insights we commit to our clients and their goals, we have a strong vis...
- 6/12/2024 12:00:00 AM
Dedicated Customer Professional
- Chevron
-
Monterey, CA
- At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard...
- 6/11/2024 12:00:00 AM
Dedicated Customer Professional
- Chevron
-
Rohnert Park, CA
- At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard...
- 6/11/2024 12:00:00 AM
Dedicated Customer Professional
- Chevron
-
Beaverton, OR
- At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard...
- 6/11/2024 12:00:00 AM
Dedicated Customer Professional
- Chevron
-
Capitola, CA
- At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard...
- 6/11/2024 12:00:00 AM
Dedicated Customer Professional
- Chevron
-
Stockton, CA
- At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard...
- 6/11/2024 12:00:00 AM
Client Service Officer (Remote Eligible: AZ, NM)
- Enterprise Bank & Trust
-
Santa Fe, NM
- Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee s...
- 6/10/2024 12:00:00 AM
About South Carolina
South Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the Southeastern United States and the easternmost of the Deep South. It is bordered to the north by North Carolina, to the southeast by the Atlantic Ocean, and to the southwest by Georgia across the Savannah River.
South Carolina became the eighth state to ratify the U.S. Constitution on May 23, 1788. South Carolina became the first state to vote in favor of secession from the Union on December 20, 1860. After the American Civil War, it was readmitted into the United States on June 25, 1868.
South Carolina is the 40th most extensive and 23...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Customer Service Representative jobs
$52,508 to $67,262
Most Popular Cities in South Carolina for Annuities Customer Service Representative Jobs
What does an Annuities Customer Service Representative do?
Annuities Customer Service Representative in Bergenfield, NJ
Service Analyst undergo a comprehensive paid on-site training program to learn about the insurance industry, product and policy provisions and transaction processing.
January 27, 2020
Annuities Customer Service Representative in Madison, WI
We are actively hiring Customer Service Representative for our Annuities product line with our Des Moines team! As a Customer Service Rep, you will receive in-bound customer service inquiries via the telephone and/or email and resolve problems by putting customers at the heart of all you do.
February 03, 2020
Annuities Customer Service Representative in Rockford, IL
New York Life’s Service Organization is hiring! The Service Organization strives to provide best in class service by making every service experience a positive one.
February 05, 2020