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Registered Service Representative

Company: TransAmerica Life Insurance Company
Location: Saint Paul
Posted on: January 11, 2022

Job Description:

Job Family
Sales Support / Operations
Job Description Summary
Job Description
Responsibilities


  • Responsible for inbound and outbound calls resulting in, but not limited to: requests for forms, general inquiries, outstanding new account paperwork, status requests, telephone transactions presented by the client within stated service levels, research and resolution of moderate to complex issues.
  • Provide excellent customer service to both internal and external clients.
  • Provide accurate, valid, and complete information by using the right methods/tools.
  • Monitor client accounts for actions required and handle each situation as needed
  • Research and resolve issues by utilizing all available resources
  • Clearly and thoroughly document all client interactions
  • Identify and assess customers' needs to achieve satisfaction
  • Provide accurate, valid and complete information by using the right methods/tools
  • Follow communication and processing procedures, guidelines and policies
  • Provide solutions to our clients in a timely, professional, and compliant manner
  • Take responsibility for delivering value to our customers
  • Promote a positive work environment to promote positive customer interactions
  • Work with others to achieve both individual and team goals.
  • Utilize multiple systems to service client requests and quickly identify which system is needed.
  • Meet individual and team service level expectations.
  • Escalate more complex issues to higher level staff.

    Qualifications

    • Two years of customer service experience
    • FINRA Series 6 license or obtain within six months of hire
    • Excellent customer service skills for extensive contact with clients
    • Excellent verbal and written communication skills
    • Strong attention to detail
    • Excellent time management skills to prioritize multiple responsibilities
    • Ability to adapt quickly to change
    • Broad knowledge of brokerage accounts and investments
    • Team oriented
    • Proactive and customer focused
    • Problem solving skills to resolve routine questions and issues
    • Ability to follow standard procedures and written instructions
    • PC proficiency (MS Word, Outlook, Excel)

      Preferred Qualifications

      • FINRA Series 63, 65 or 66 (for positions supporting the retirement business)
      • Experience working in financial/brokerage sales and service
      • Customer service experience in the financial/brokerage industry
      • Understanding of the sales process
      • Experience with IRA products

        Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation.
        Compensation:
        The salary for this position generally ranges between $45,500-$52,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.
        Bonus Eligibility:
        This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 6%.
        Working Environment:

        • Office environment
        • Occasional travel

          What You Receive:
          A Comprehensive Wealth + Health package. It's our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you'll come to discover, Wealth + Health is a central part of everything we do!
          Wealth Benefits; Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship
          Health and Work/Life Balance Benefits; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program
          Working Environment:
          Employees will be assigned to one of the following work location designations:

          • In office employees will perform all of their work at a Company office location.
          • Hybrid employees will need to work at a Company office location at times and a remote work location (typically their home) at times.
          • Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely.
          • Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely.

            What You Receive:
            A Comprehensive Wealth + Health package. It's our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you'll come to discover, Wealth + Health is a central part of everything we do!
            Wealth Benefits; Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship
            Health and Work/Life Balance Benefits; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program
            Our commitment to inclusion & diversity means that we value differences. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment.
            Our commitment to inclusion & diversity means that we value differences. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment.
            Working Conditions

            • Office environment

              Why Work for Us
              Total Rewards at Transamerica: It's more than a paycheck.
              Our comprehensive Total Rewards package is designed to help support you in many ways - throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind to help you live your best life, grow personally and professionally - and feel valued for the work you do.
              Learn more about our Total Rewards Package.
              Equal Opportunity Employer:
              Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
              Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: applicantsupport@transamerica.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
              Ontario Applicants:
              Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA"). Please contact applicantsupport@transamerica.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
              Technical Assistance:
              If you experience technical problems during the application process, please email applicantsupport@transamerica.com.

Keywords: TransAmerica Life Insurance Company, St. Paul , Registered Service Representative, Sales , Saint Paul, Minnesota

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