Customer Service Professional / Entry Level (Remote)

Finance
Canada (Remote)
Entry level

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Job Description

We are now hiring Customer Service Professionals who will train and work virtually in the comfort of your home! That’s right! Join the our team now for this amazing opportunity to launch your career while enjoying all the benefits of being at home!


We are looking for individuals who are self-starters, dependable to their core, who have the right grit, tenacity and initiative to show up and work hard. And are also:

  • Customer obsessed and engaging communicators who enjoy working directly with the customer and a team
  • Committed to owning customer issues from start to finish
  • Able to learn, retain, and solution on numerous product offerings across several different businesses.
  • Intrigued by technology and uses it to drive customer self-service and to help identify and drive opportunities to enhance processes
  • Able to think on their feet and be flexible with creating solutions for variety of personalities and customer types
  • Capable of shaping the customer experience and efficiently troubleshooting challenges across multiple channels
  • Able to identify other potential customer needs and offer tailored solutions that improve financial wellness
  • Keen problem solver that connects with each customer with compassion

What you can expect:

  • Build a career with a great company with exposure to multiple parts of the business
  • Fast paced, dynamic environment
  • Tiered promotional opportunities based on performance
  • This is more than a contact center ……this is an opportunity to improve lives through financial wellness


Qualifications:

  • Four-year college degree strongly preferred
  • FINRA SIE, Series 6 top-off and Series 63 licenses required or must be obtained within 180 days of start date.
  • Strong people skills.
  • Proven record of dependability. Punctual and reliable attendance of the service associates is critical to the success of a fast moving, inbound service center!
  • Annuity/ financial services industry knowledge is a plus.
  • Must be able to learn & retain a large amount of technical information in a relatively short period of time.
  • Must be receptive to detailed and frequent performance feedback.
  • Proficiency with a keyboard and window-based applications, including Internet.
  • Proven self-motivation skills.
  • Active listening skills.
  • Excellent oral and written communication skills.
  • Ability to excel in a team environment, as well as work well independently.
  • Organization and prioritization skills.
  • Ability to think like the customer and financial professional, with a passion to deliver top quality service.
  • Training will likely be 9:00am to 5:15pm Eastern Time but will be determined in advance of the training start date. Must be available for these hours – again, these are in the Eastern Time Zone.
  • Job offer is contingent upon successful completion of pre-hire requirements.
  • The Annuity call center is open from 8:00am to 6:00pm Eastern Time Monday through Friday. To be considered, candidates must have the flexibility to be able to work any of the shift times within those hours. Actual shift assignments will not be determined prior to hire.


Skills

Data Analysis
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