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Solutions Center Representative
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- Please review the job description below and contact me ASAP if you are interested.
- Understands the different product suites, including current line-up and products no longer sold that still require servicing.
- Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Client policies, firms, plan documents and state and local laws.
- Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
- Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
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