Customer Service Representative (Investments and Insurance)

Job Description

Hourly Compensation ($20-$25/ hour): $38,000 - $50,000 a year

Job Type: Full-time

Number of hires for this role: 1

Qualifications

Microsoft Word: 1 year (Required)

Microsoft Excel: 1 year (Required)

US work authorization (Required)

Associate (Preferred)

5 years of previous experience required in the financial services (investments or life insurance) is required

Candidates with prior LPL customer service experience (Preferred)

Full Job Description:

Customer Service Assistant

RAI Advisors (Murfreesboro, TN)

Our Firm:

RAI Advisors is a financial services firm located in Murfreesboro, TN. Since 1982 RAI Advisors has been helping clients with their financial and retirement planning needs.. The firm clears securities business thru LPL Financial.

Our Focus:

Our objective is to help retirees establish a vision for their retirement years. We not only build lasting relationships with our clients but actively seek and implement tailored financial solutions to help support that vision over time.

The Customer Service Representative is an integral part of the organization. They must work closely with our financial advisors to follow-up on prospective clients, help keep in touch with our current client base on an on-going basis as well as helping to roll out new marketing efforts from time to time. This position is essential to the overall growth and maintenance of the firm.

Responsibilities & Activities:

Follow-up and set appointments with all seminar attendees, referrals, and clients.

Seminars

Help greet clients

Help research and implement marketing projects.

Maintain prospect database with limited notes and dates based on daily calls.

Maintain working projects list.

Answering phone for office

Prepare life insurance illustrations

Process securities business/ life insurance paperwork

Knowledge, Skill & Abilities:

Excellent phone presence

Able to work autonomously

Excellent organizational and time management skills

Ability to work as part of a successful team.

Polished and professional appearance and bearing

Able to multi-task

Goal oriented

Typing 50 WPM

Basic computer knowledge – Word (letters, merge documents), Excel (how to open .txt documents and merge with Word)

Opportunity for Advancement:

If you join our firm and show dedication and hard work, your growth is limited by only you. You will have the opportunity to utilize and enhance your skills in an environment where hard work is recognized and rewarded.

Currently we are not offering internships. NO PHONE CALLS PLEASE!

Benefits:

Health insurance stipend

Paid time off

Schedule:

Monday to Friday (Close at noon on Fridays)

Work Location:

One location

Work Remotely:

No

Full-time