Financial Services Representative

FTJ Retirement Advisors provide advice with Investment and Insurance-related services to individual clients, employers and families. These services are delivered through an innovative financial planning approach that helps clients achieve their goals. Forrest T. Jones & Company (FTJ) is a third -generation, family-owned business whose history stretches back more than 65 years. FTJ is an insurance agency, broker, and third-party administrator licensed in all U.S. states and the District of Colum…

Our customer service team is the face of our company. You will be the first point of contact for our users, ensuring they have a seamless and positive experience. We are looking for people who are passionate about helping others and solving problems.

Requirements

• Excellent verbal and written communication skills.
• Empathy and patience when dealing with complex customer inquiries.
• Ability to handle high-pressure situations with a professional attitude.
• Strong problem-solving skills and ability to think on your feet.
• Proficiency in CRM software and helpdesk tools (Zendesk, Salesforce).
• Previous experience in a customer-facing role is highly desirable.