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Licensed Phone Representative

Licensed Phone Representative

Job Description


The Licensed Phone Representative receives inbound phone referrals from the CFG Contact Center/ Direct Lending Group requiring more information about insurance and investments.  They are responsible for identifying, recommending, and recommend/selling a broad array of Insurance products to existing and prospective bank/ mortgage customers.  They will accomplish this by interfacing via phone with customers and identifying their specific needs and then presenting appropriate investment options.  Customers will then complete the closing paperwork and return to CCO. The call center will continue to manage the customer relationship. 


Job Requirements


  • Fully comply with all CCO firm element training as well as state specific continued education.
  • Excellent oral and written communication skills
  • Revenue - Produce Revenue at the Required Standards
  • Number of Accounts Managed - TBD – sales Goals to be established based on conversion of transfers to referrals to closed business
  • FINRA S7, S63/65, Applicable State Life and Accident & Health licenses
  • Bachelor's degree or equivalent job experience
  • 2+ years experience in selling insurance and investment products, preferably in a call center environment.

Hours and Work Schedule


Hours per Week:   40
Work Schedule:    Monday-Friday 8:00AM-5:00PM


Equal Employment Opportunity


It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Equal Opportunity Employer – Minority/Women/Disabled/Veteran

Job Snapshot

Employment Type Full-Time
Job Type Retail
Education 4 Year Degree
Experience Not Specified
Manages Others Not Specified
Industry Other Great Industries
Required Travel Not Specified
Job ID 408055
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Licensed Phone Representative


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