PlanMember Services Representative - July 2022
Company: PlanMember Financial Corporation
Location: Carpinteria
Posted on: June 20, 2022
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Job Description:
PlanMember Financial Corporation is a financial services firm
with a national footprint, and headquarters in Carpinteria, on the
beautiful Central Coast of California. Serving the public sector
for over 25 years, PlanMember has been a top ranked fee-based
broker-dealer since 2004, ranked #4 in new plans added and #8 for
all K-12 plans. PlanMember's unique membership model helps
employees achieve their retirement goals by providing
institutional-level investing solutions and delivering exceptional
service and support to both employees and their employers.
PlanMember's mission is to make a positive difference for our
Partners, PlanMembers and Employees, every day. To accomplish this,
we're looking for highly motivated candidates to join our growing
team.Job SummaryAn excellent opportunity to build a career in the
Financial Services industry! You will gain working experience with
servicing our existing clients (no cold calls!) and financial
advisors while we sponsor you to take your FINRA licenses (SIE, 6,
63, 7 and more!) You will have the opportunity to learn while you
gain experience in the retirement space with a reputable company in
beautiful Carpinteria, CA. Your primary duties will be answering
telephone calls by our clients and advisors, gather information,
following up requests by placing outgoing calls, performs routine
/assigned follow up tasks, transfers calls to appropriate personnel
and provide exceptional service to PlanMember's Clients and to
PlanMember's Financial Advisors and Financial Centers (no cold
calls). During this minimum 24 month program, Representatives will
participate in the Securities Industry Training ("SIT") program
which will prepare you for routine job duties and for passing
required licensure exams. As a PlanMember Representative, you will
have the opportunity to advance through several Tiers (3 Positions)
during their tenure in the SIT program and will be required to
secure FINRA Series 6, 63 and 7 Licenses according to a pre-set
schedule. Beginning with Tier I: PlanMember Client Service
Representative (Approximately 8 months.) Obtain FINRA SIE, Series 6
license within 4 months of hire & FINRA Series 63 within 6 months
of hire. Major Duties and ResponsibilitiesAfter successful
completion of the first 8 weeks of training, you will be answering
incoming calls from PlanMember's Clients (no cold calls!) and
process transactions and provide information that relate to client
accounts such as: --- Account Information --- Account Maintenance
--- Products --- Retirement Plans --- Distributions --- Loans ---
NIGO Applications (outbound calling) --- Update call log to ensure
timing standards are met --- Web Support --- Transfer Out Questions
--- Mailings and Literature --- Transfer In Questions --- Process
return mail --- Prepare service and research requests ---
AuditingFor additional information on the following Tiers and
opportunity, contact Kimberly Globerman at
kgloberman@planmember.com EEOCPlanMember Financial Corporation is
an Equal Opportunity Employer. PlanMember does not discriminate on
the basis of race, religion, color, sex, gender identity, sexual
orientation, age, non-disqualifying physical or mental disability,
national origin, veteran status or any other basis covered by
appropriate law. All employment is decided on the basis of
qualifications, merit, and business need.
Keywords: PlanMember Financial Corporation, Santa Barbara , PlanMember Services Representative - July 2022, Sales , Carpinteria, California
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