PlanMember Financial Corporation · 1 day ago
Financial Services Representative -Tier 1
Carpinteria, CA
Full-time
Onsite
New Grad, Entry Level
$52K/yr - $52K/yrPlanMember Financial Corporation is a company focused on providing financial services and training in the securities industry. They are seeking a Financial Services Representative (FSR-Tier 1) who will be responsible for answering client calls, providing excellent service, and participating in a comprehensive training program to prepare for licensure exams.
Financial ServicesFinTechInsurance
Responsibilities
Answer Client inbound calls and or transfer calls requested
Gather information as it relates to clients inquires
Place outgoing calls (as required (no cold calls)
Perform routine/assigned follow up tasks
Provide exceptional service to Clients
Handle Return Mail Inquiries
Once proficient in the Service Center, work with New Hires as a “Buddy” for training
Refer daily support questions to more tenured employees
Process transactions and provide info relating to client accounts
Position Includes comprehensive SIT training for the first 8 weeks of employment
Answer retail Help Queue Calls
Communicate training and coaching to management
Peer call monitoring and reviewing
Assist with maintaining and updating Knowledgebase. (PlanMember’s policies and procedures)
Qualification
Required
4-year college degree is required (any major)
A desire and curiosity to learn the financial services industry
Previous experience with customer services a plus
Previous experience in a service center a plus
Strong listening skills (attentive, active, and objective)
Clear, articulate verbal communication
Conflict management
Maintain composure under stress
Ability to ask probing questions
Respond to customers in a confident, cooperative and professional manner
Team Player
Ability to relate to others in a respectful, cooperative manner
Ability to research and analyze information (Analytical Thinking)
Support client retention program
Time management
Ability to multi-task without errors
Composure and Resiliency
Proficient in Microsoft Word and Excel
Ability to learn and proficiently use internal computer systems and all related department software and technical tools
Accountable/Reliable/Self Motivated/Efficient
Service and Detail Oriented
Accountability
Benefits
Medical
Dental
Vision
401k company match
Discretionary profit sharing
PTO
Valet parking
More
Company
PlanMember Financial Corporation
Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 42 regionally-based Financial Centers located across the country.
Founded in 1990
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2006-05-22Private Equity
Leadership Team
Martin Adams
Financial Center President/CEO and Financial Advisor
Hamza Syed
Chief Technology Officer
Recent News
Morningstar.com
2025-11-14
Company data provided by crunchbase