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PlanMember Services Representative - July 2022

Company: PlanMember Financial Corporation
Location: Carpinteria
Posted on: June 20, 2022

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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