Customer Service Representative (Remote/Work from Home) ID-8914

Job Opportunity:

We are currently seeking candidates for a position within our esteemed financial services company. This role is available on both a part-time and full-time basis, focusing on delivering exceptional customer care. While the position is in the financial industry, it revolves around engaging with and assisting individuals. We prioritize candidates with excellent customer service skills and a genuine willingness to help others. This opportunity offers the flexibility to work remotely via Zoom, with the added option of working from a nearby branch location. It is crucial to note that this is not a call center or sales-oriented role, as customers are provided, eliminating the need for outbound prospecting.

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Successful candidates will be self-motivated individuals with the ability to collaborate with diverse groups of people. They should exhibit strong team-building skills and thrive in overcoming challenges, demonstrating an ongoing commitment to personal and professional growth.

Prior experience in the financial industry is not mandatory, as we primarily value candidates' social and interpersonal skills. We provide a comprehensive training program to fully equip new associates for the responsibilities of the position.

About Our Industry:

The financial services industry has recently been recognized as the #1 growing career by the U.S. Department of Labor.

Responsibilities:

In this role, professionals will engage in helping and educating individuals about their financial planning options. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to make a meaningful impact.

Desirable Experience:

  • Customer service
  • Sales
  • Marketing
  • Accounting
  • Managerial/leadership/entrepreneurial roles

Employment Type and Compensation:

1099 employee / Commission-based

How to Apply:

Please respond to this job posting on CareerBuilder to express your official interest. Our hiring directors will review your resume/file, and if selected, we will contact you via the email address provided. Subsequently, you will be invited to a virtual interview on Zoom, scheduled within 1-2 days from the email. We look forward to the possibility of meeting with you soon on a first-come, first-serve basis.

Thank you, and best of luck!

  • In this role, professionals will engage in helping and educating individuals about their financial planning options. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to make a meaningful impact.

Customer Service Representative (Remote/Work from Home) ID-8914

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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