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Thrivent

Customer Care Professional-Annuities, Licensed, Remote

RemoteUnited States only
Published
Role
Support
Employment
Full-time
Company size
Enterprise
$25+/hr
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Remote, US-based full-time customer care role handling annuities and related financial products. Requires FINRA Series 6 and ability to pass background checks; bilingual Spanish is a plus. Paid training then regular CST schedule; starts at $25/hr.

Core skills

Annuities

Required skills

FINRA Series 6annuity experiencenavigating multiple systemsbackground check (criminal and financial)hard-wired internet connection

Optional skills

bilingual English and Spanishpost-Secondary education

Required languages

English

Optional languages

Spanish

What you'll do

  • Provide a call experience without relying on a script and own the call from greeting to resolution.
  • Build rapport with callers of diverse backgrounds and accurately assess situations.
  • Navigate multiple systems while engaging callers with clear, concise, and positive language.
  • Focus on quality and first-call resolution while minimizing after-call work/processing time.
  • Become an expert in products and programs like annuities, health insurance, life insurance, mutual funds, and beneficiary claims.

What they require

  • High school diploma or equivalent experience; post-Secondary education is preferred
  • FINRA Series 6 required
  • Annuity experience preferred
  • Experience navigating complex customer interactions from support through to resolution
  • Ability to pass a background check (criminal and financial)
  • Remote work requirements: private, secure, distraction-free work area with reliable power and hard-wired internet connection via ethernet; minimum internet speed 30 mbps download/10 mbps upload

Benefits

  • Comprehensive medical, vision, and dental
  • 401(k) matching up to 6% & a pension plan
  • 4-weeks of PTO + 12 paid holidays
  • Up to 20 hours of volunteer time off
  • Corporate gift matching 1:1
  • No nights or weekends
  • Various bonuses; health savings account; flexible spending account; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; paid parental leave; EAP; well-being benefits

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs.

🇺🇸 United StatesFinancial ServicesEnterprisethrivent.com/
$25+/hr