sales or customer service experience in the financial services or related industry. (Required) and Must be able to cite...
and company procedures. Leads continual change within Western & Southern Life to realize process, production and cost... in promoting the Customer First Platform. Employs sound judgment when making decisions involving potential financial loss...
and company procedures. Leads continual change within Western & Southern Life to realize process, production and cost... in promoting the Customer First Platform. Employs sound judgment when making decisions involving potential financial loss...
which products best meet the customers' needs and financial circumstances. Advises the representative on the advantages... in-depth questions and provide product knowledge from/to registered representatives. Builds an in-depth knowledge of financial...
which products best meet the customers' needs and financial circumstances. Advises the representative on the advantages... in-depth questions and provide product knowledge from/to registered representatives. Builds an in-depth knowledge of financial...
Overview: In a manner consistent with compliance and regulatory requirements, responds to agent's inquiries via multi-media factors including inbound/outbound calls and email. This position is the liaison between our external agents and our...
Overview In a manner consistent with compliance and regulatory requirements, responds to agent's inquiries via multi-media factors including inbound/outbound calls and email. This position is the liaison between our external agents and ou...
tailored approaches. Maintains updated and compliant marketing materials and supplies to support Financial Reps’ and Agency...
Overview: Processes and approves complex contract and policy changes which may include conversions, reinstatements, face amount increases, add and cancel riders, add and cancel benefits, loans, surrenders, partial surrenders, etc., for Fi...
financial services industry. Demonstrated knowledge of BI tools and methodologies. Cite examples of successful employment of BI...