Financial Services Rep (Annuities & Investments)

Hybrid | Contract-to-Hire (2-3 days onsite)

We are seeking a Financial Services Representative to support a growing financial services team focused on client service, product support, and retention efforts related to annuities and investment products.

This is not a sales role—this position is centered around servicing existing clients and financial advisors, handling inquiries, supporting product understanding, and assisting with customer needs.

What You’ll Do

• Serve as a primary point of contact for clients and financial advisors regarding annuities and investment products
• Respond to inbound inquiries related to:
• Product details
• Account activity
• Tax implications
• Procedures and regulatory guidelines
• Support retention and conservation efforts, helping clients understand their options and make informed decisions
• Accurately process and support exchange transactions (1035 exchanges)
• Navigate multiple systems and internal tools to efficiently resolve inquiries
• Document all interactions and actions with a high level of accuracy and detail
• Partner cross-functionally with internal teams and external partners to resolve complex issues
• Meet performance metrics related to call quality, efficiency, and service levels
• Continuously build knowledge across financial products, systems, and regulatory requirements

What We’re Looking For

• Active **Series 6 or 7 License required
• 3+ years of experience in customer service or client support, ideally within financial services or insurance
• Strong communication skills with the ability to explain financial concepts clearly and professionally
• High attention to detail, especially in documentation and transaction processing
• Ability to multitask across systems in a fast-paced environment
• Strong problem-solving skills and ownership mindset
• Comfortable working in a metrics-driven, team-oriented environment
• Bachelor’s degree preferred (or equivalent experience)

What Sets This Role Apart

• Focus on client experience and retention, not outbound sales
• Exposure to annuities and investment products in a highly regulated environment
• Opportunity to develop deeper expertise in financial products and advisor support
• Collaborative team environment with ongoing coaching and development

Compensation

• Competitive hourly rate based on experience and licensing
• Target range: $32-$35/hour

Pay: $32.00 - $35.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Vision insurance

License/Certification:

• Series 6 (Required)
• Series 7 (Required)

Ability to Commute:

• Zionsville, IN 46077 (Required)

Work Location: Hybrid remote in Zionsville, IN 46077