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Company Name:
Approximate Salary:
Per Year
Des Moines, Iowa
United States
Customer Service
Position type:
Full Time
Experience level:
3-5 Years
Education level:
High School or equivalent

Licensed Customer Service Representative (Series 6)

Profile Summary:

Responsible, via the phone, for responding to inquiries/needs of customer and promoting the organization’s products and services. Act as the primary contact point between financial professionals, clients, and the back office operations of Voya. Relies on instructions and pre-established guidelines to perform the functions of the job and to provide a basis for creative problem resolution. Works under immediate supervision.

Profile Description:

  • Deliver cost-effective, quality service to Voya participants in order to retain customers and increase profitability.
  • Accurately handle and support customer requests for service, and product/procedural information for various types of group and individual insurance products.
  • Resolve complex customer issues.
  • Research and troubleshoot discrepancies relating to transaction processing, compliance and regulatory issues.

Knowledge & Experience:

  • FINRA Series 6 or 7
  • BA/BS preferred but not required
  • Provide professional, reliable and prompt services to customers, develop relationships with external and internal partners, as they effectively troubleshoot, prioritize, and multi-task.
    Experience in the financial services industry is highly desirable but not required.
  • Individual must be customer focused, self-motivated and enjoy working in a busy call center environment.
  • Strong communication and organizational skills are necessary.
  • The successful candidate will need to maintain a business-driven mindset by placing the customer first and demonstrating a sense of urgency at all times.