Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/06/2025
Full time
Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
INTRODUCTION Our mission is to develop and support people to enhance the lives around us - and we mean it, whether those people are our clients, our team members, or members of our community. We strive to create an environment that allows individuals to discover their potential and achieve their professional, financial, and personal goals. You can go as far as your skills, effort, and commitment will take you. If you're looking for the right career to give you long-term stability, and you're driven by the chance to learn, grow, and develop your leadership qualities, that opportunity is here. This is a full-time position that can be done remotely, with opportunities for advancement via our leadership training and development program available for consideration after 2 months - we only promote from within. All new hires start out in our individually-focused, comprehensive, PAID training program, tailored to their experience level. WHAT IS A BENEFITS SALES REPRESENTATIVE? A Benefits Sales Representative meets remotely with union members who have signed up to receive supplemental benefit plans that help protect their families far beyond what is covered through their employer. Their role is to consult with the family, explain the options available, and help them select the best one to fit their family's needs. Successful Benefits Sales Representatives are great communicators who are ambitious, motivated, organized; they think like entrepreneurs and are committed, team players. RESPONSIBILITIES: Contact clients via phone who have requested their benefits and schedule a Zoom meeting with them. Meet with clients on zoom to educate them what is made available to them. Enroll clients who opt for the supplemental benefits. Establish & maintain relationships with existing and new clients. Provide attentive customer service and any necessary administrative support in response to members' needs BENEFITS: Medical insurance Company stock options Group life Insurance Lifetime renewal income Annual trip for you and a plus one to the Bahamas, Cancun, Las Vegas & other exciting locations Flexible work schedule with option to work from home Weekly pay and performance-based monthly bonuses PAY: Performance-based. Estimated $40k-80K for first year representative. Weekly bonus depending on performance. QUALIFICATIONS: This opportunity is about growth and development. We're seeking candidates who have the following qualities, but we've found you don't have to have experience in what we do in order to be good at it. If you're just getting your career started, or simply looking to take yours in a new direction, we're committed to helping you learn and grow. If you've had some leadership, customer service experience, or you've worked in a team-oriented environment in the past, you're exactly the type of candidate we're looking for. Previous experience in sales, customer service, or other related fields. You want to feel good about the work you do, and to make a difference. Familiarity with basic technology. Ability to build rapport with clients and genuinely care about the people you help with the work you do. Excellent communication skills (written and verbal). Must be a NYS resident willing to get licensed in NYS Life, Accident & Health. (we will walk you through this process if hired) If you're ready to make a difference in both your life and the lives of others, please apply by submitting your resume. If your background is a fit, a member of our recruiting team will be in touch with next steps in the process. Compensation details: 0 PI2accaf8aa4ae-7398
12/06/2025
Full time
INTRODUCTION Our mission is to develop and support people to enhance the lives around us - and we mean it, whether those people are our clients, our team members, or members of our community. We strive to create an environment that allows individuals to discover their potential and achieve their professional, financial, and personal goals. You can go as far as your skills, effort, and commitment will take you. If you're looking for the right career to give you long-term stability, and you're driven by the chance to learn, grow, and develop your leadership qualities, that opportunity is here. This is a full-time position that can be done remotely, with opportunities for advancement via our leadership training and development program available for consideration after 2 months - we only promote from within. All new hires start out in our individually-focused, comprehensive, PAID training program, tailored to their experience level. WHAT IS A BENEFITS SALES REPRESENTATIVE? A Benefits Sales Representative meets remotely with union members who have signed up to receive supplemental benefit plans that help protect their families far beyond what is covered through their employer. Their role is to consult with the family, explain the options available, and help them select the best one to fit their family's needs. Successful Benefits Sales Representatives are great communicators who are ambitious, motivated, organized; they think like entrepreneurs and are committed, team players. RESPONSIBILITIES: Contact clients via phone who have requested their benefits and schedule a Zoom meeting with them. Meet with clients on zoom to educate them what is made available to them. Enroll clients who opt for the supplemental benefits. Establish & maintain relationships with existing and new clients. Provide attentive customer service and any necessary administrative support in response to members' needs BENEFITS: Medical insurance Company stock options Group life Insurance Lifetime renewal income Annual trip for you and a plus one to the Bahamas, Cancun, Las Vegas & other exciting locations Flexible work schedule with option to work from home Weekly pay and performance-based monthly bonuses PAY: Performance-based. Estimated $40k-80K for first year representative. Weekly bonus depending on performance. QUALIFICATIONS: This opportunity is about growth and development. We're seeking candidates who have the following qualities, but we've found you don't have to have experience in what we do in order to be good at it. If you're just getting your career started, or simply looking to take yours in a new direction, we're committed to helping you learn and grow. If you've had some leadership, customer service experience, or you've worked in a team-oriented environment in the past, you're exactly the type of candidate we're looking for. Previous experience in sales, customer service, or other related fields. You want to feel good about the work you do, and to make a difference. Familiarity with basic technology. Ability to build rapport with clients and genuinely care about the people you help with the work you do. Excellent communication skills (written and verbal). Must be a NYS resident willing to get licensed in NYS Life, Accident & Health. (we will walk you through this process if hired) If you're ready to make a difference in both your life and the lives of others, please apply by submitting your resume. If your background is a fit, a member of our recruiting team will be in touch with next steps in the process. Compensation details: 0 PI2accaf8aa4ae-7398
Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/06/2025
Full time
Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/05/2025
Full time
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/05/2025
Full time
Job Description: The Role Join our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Entry Level Customer Service Representatives, also known asCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/05/2025
Full time
Job Description: The Role Join our team of Entry Level Customer Service Representatives, also known asCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/05/2025
Full time
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
R K Mehrotra - State Farm Agency
Baton Rouge, Louisiana
Licensed Insurance Customer Service Location: BATON ROUGE, LA, 70806 Salary: $40000.0 - $65000.0/year Experience: 1 Year(s) Our State Farm Agency in Baton Rouge is seeking a professional, licensed, and customer-focused Insurance Customer Service Representative to join our team. If you are passionate about helping clients, enjoy problem-solving, and want to grow your career in Property & Casualty (P&C) insurance , this role is for you. Qualifications - Must Haves: • Active P&C Insurance License • Previous experience in an insurance agency or customer service role • Ability to work on-site in Baton Rouge (not remote) • Strong communication, organizational, and customer service skills • Detail-oriented, proactive, and motivated to help clients understand insurance options Remote Opportunity available if you have recent State Farm Experience and currently reside in Louisiana. Responsibilities: • Provide excellent customer service via phone and in-person interactions • Build and maintain strong client relationships • Educate clients on insurance policies, coverage options, claims, billing, and transfers • Perform needs-based policy reviews to recommend coverage options • Assist the agent with daily office tasks and reporting • Ensure timely and accurate follow-up on all client requests • Enhance the overall State Farm insurance customer experience Benefits: • Competitive salary plus performance-based bonuses • Paid Holidays and Paid Time Off • Health Insurance • Retirement Plan • Professional development and career growth in insurance sales and service Ideal Candidate: • Licensed in P&C and/or L&H insurance • Experienced in insurance office operations • Excellent written, verbal, and listening communication skills • Detail-oriented, organized, and self-motivated • Comfortable using insurance software and computer systems • Team player who can multitask and work efficiently • Committed to continuing education and staying up-to-date on product changes How to Apply: If you are a licensed insurance professional ready to advance your career in insurance customer service , submit your resume today. Qualified candidates will be contacted regarding the next steps in the interview process. Important Notice: This position is with a State Farm independent contractor agent , not State Farm Insurance Companies. Employees of the agent must complete all required licensing, training, and onboarding. State Farm agents are independent contractors and hire their own staff. PI542fac0b7f96-0655
12/05/2025
Full time
Licensed Insurance Customer Service Location: BATON ROUGE, LA, 70806 Salary: $40000.0 - $65000.0/year Experience: 1 Year(s) Our State Farm Agency in Baton Rouge is seeking a professional, licensed, and customer-focused Insurance Customer Service Representative to join our team. If you are passionate about helping clients, enjoy problem-solving, and want to grow your career in Property & Casualty (P&C) insurance , this role is for you. Qualifications - Must Haves: • Active P&C Insurance License • Previous experience in an insurance agency or customer service role • Ability to work on-site in Baton Rouge (not remote) • Strong communication, organizational, and customer service skills • Detail-oriented, proactive, and motivated to help clients understand insurance options Remote Opportunity available if you have recent State Farm Experience and currently reside in Louisiana. Responsibilities: • Provide excellent customer service via phone and in-person interactions • Build and maintain strong client relationships • Educate clients on insurance policies, coverage options, claims, billing, and transfers • Perform needs-based policy reviews to recommend coverage options • Assist the agent with daily office tasks and reporting • Ensure timely and accurate follow-up on all client requests • Enhance the overall State Farm insurance customer experience Benefits: • Competitive salary plus performance-based bonuses • Paid Holidays and Paid Time Off • Health Insurance • Retirement Plan • Professional development and career growth in insurance sales and service Ideal Candidate: • Licensed in P&C and/or L&H insurance • Experienced in insurance office operations • Excellent written, verbal, and listening communication skills • Detail-oriented, organized, and self-motivated • Comfortable using insurance software and computer systems • Team player who can multitask and work efficiently • Committed to continuing education and staying up-to-date on product changes How to Apply: If you are a licensed insurance professional ready to advance your career in insurance customer service , submit your resume today. Qualified candidates will be contacted regarding the next steps in the interview process. Important Notice: This position is with a State Farm independent contractor agent , not State Farm Insurance Companies. Employees of the agent must complete all required licensing, training, and onboarding. State Farm agents are independent contractors and hire their own staff. PI542fac0b7f96-0655
Job Description: The Role Join our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/05/2025
Full time
Job Description: The Role Join our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Entry Level Customer Service Representatives, also known asCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/04/2025
Full time
Job Description: The Role Join our team of Entry Level Customer Service Representatives, also known asCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/03/2025
Full time
Job Description: The Role Join our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Are you a California-licensed attorney looking for a dynamic and supportive firm where you can make an impact? Our growing law firm is seeking a motivated Attorney to handle first-party property insurance cases throughout California. This is a full-time remote position ; candidates must be located in California, preferably near the Los Angeles area . Were searching for an attorney who is confident in litigation, comfortable managing their own caseload, and dedicated to providing an exceptional client experience. Compensation: $160,000 - $220,000 yearly Responsibilities: Provide sound legal advice and strategic direction to clients, ensuring each case is managed efficiently from start to resolution. Oversee a portfolio of first-party property insurance claims , performing case evaluations, legal research, and drafting all necessary pleadings and motions. Appear in court for hearings, mediations, and trials, advocating effectively on behalf of clients. Communicate regularly with clients, offering updates and guidance while maintaining strong professional relationships. Conduct settlement negotiations and collaborate with opposing counsel and insurance representatives to secure favorable results. Supervise or assist paralegals, clerks, and administrative team members to ensure smooth case progression. Utilize legal research tools and case management software to prepare thorough and persuasive legal documents. Qualifications: Active license to practice law in California (required). Candidate must live in California, preferably near Los Angeles. Minimum 2 years of experience in First-Party Property Insurance law in California (strongly preferred). At least 2 years of litigation experience , ideally handling complex cases. Excellent oral advocacy, written communication, and negotiation skills. Strong problem-solving ability and sound professional judgment. Proficiency with Westlaw or LexisNexis for research. Comfortable using Microsoft Office and/or Google Workspace . Self-motivated and capable of managing multiple cases independently in a remote environment. About Company PLG Damage Attorneys is a law firm founded in Florida that specializes in providing skilled, qualified, and effective legal representation to policyholders who have been wrongfully denied or underpaid by their property insurance providers. Our vision is to be the nation's premier insurance attorney, treating every voice as a family by delivering excellent legal solutions with radical customer service experience, and leveraging large law firm resources with boutique law firm care. Compensation details: 00 Yearly Salary PI138a5f2bcdb6-8254
12/03/2025
Full time
Are you a California-licensed attorney looking for a dynamic and supportive firm where you can make an impact? Our growing law firm is seeking a motivated Attorney to handle first-party property insurance cases throughout California. This is a full-time remote position ; candidates must be located in California, preferably near the Los Angeles area . Were searching for an attorney who is confident in litigation, comfortable managing their own caseload, and dedicated to providing an exceptional client experience. Compensation: $160,000 - $220,000 yearly Responsibilities: Provide sound legal advice and strategic direction to clients, ensuring each case is managed efficiently from start to resolution. Oversee a portfolio of first-party property insurance claims , performing case evaluations, legal research, and drafting all necessary pleadings and motions. Appear in court for hearings, mediations, and trials, advocating effectively on behalf of clients. Communicate regularly with clients, offering updates and guidance while maintaining strong professional relationships. Conduct settlement negotiations and collaborate with opposing counsel and insurance representatives to secure favorable results. Supervise or assist paralegals, clerks, and administrative team members to ensure smooth case progression. Utilize legal research tools and case management software to prepare thorough and persuasive legal documents. Qualifications: Active license to practice law in California (required). Candidate must live in California, preferably near Los Angeles. Minimum 2 years of experience in First-Party Property Insurance law in California (strongly preferred). At least 2 years of litigation experience , ideally handling complex cases. Excellent oral advocacy, written communication, and negotiation skills. Strong problem-solving ability and sound professional judgment. Proficiency with Westlaw or LexisNexis for research. Comfortable using Microsoft Office and/or Google Workspace . Self-motivated and capable of managing multiple cases independently in a remote environment. About Company PLG Damage Attorneys is a law firm founded in Florida that specializes in providing skilled, qualified, and effective legal representation to policyholders who have been wrongfully denied or underpaid by their property insurance providers. Our vision is to be the nation's premier insurance attorney, treating every voice as a family by delivering excellent legal solutions with radical customer service experience, and leveraging large law firm resources with boutique law firm care. Compensation details: 00 Yearly Salary PI138a5f2bcdb6-8254
The Inside Sales Rep - Licensed Insurance (Bilingual: English / Spanish) - Remote works from home and interfaces with customers via inbound/outbound calls and/or via the Internet. This position provides customer service support and resolution of routine problems and questions regarding client's products and/or services. (We accept applications for this position on an ongoing basis. Military veterans are encouraged to apply.) A NEW CAREER POWERED BY YOU Are you looking for a "work from home" career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture and a genuine sense of belonging? Would you like to join a company that earns " World's Best Workplaces ," " Happiest Employees ," and " Best Companies for Career Growth " awards every year? Then a remote Inside Sales Representative position at Concentrix is just the right place for you! As a remote Inside Sales Rep - Licensed Insurance (Bilingual: English / Spanish), you'll join an organically diverse team from 70+ countries where ALL members contribute and support each other's success and well-being, proudly united as "game-changers." Together, we help the world's best-known brands improve their businesses through exceptional customer experiences and tech-powered innovation. And due to continued growth, we're looking for more talented game-changers to join our purpose, people as passionate about providing outstanding customer service experiences as we are. CAREER GROWTH AND PERSONAL DEVELOPMENT This is a great "work from home" opportunity that will allow you to reimagine an all-new career journey and develop "friends for life" at the same time. We'll give you all the training, technologies, and continuing support you'll need to succeed. Plus, at Concentrix, there's real career (and personal) growth potential. In fact, about 80% of our managers and leaders have been promoted from within! That's why we offer a range of FREE Learning and Leadership Development programs designed to set you on your way to the kind of career you've always envisioned. WHAT YOU WILL DO IN THIS ROLE As a Inside Sales Rep - Licensed Insurance (Bilingual: English / Spanish) working from home, you will: Provide inbound customer support using a call flow guide in the customer's preferred language Use product knowledge, build client relationships Be detail-oriented when it comes to sales of products and services Track, document, and retrieve information in databases Offer additional products and/or services with every sale Deliver expert customer experiences with a smile. YOUR QUALIFICATIONS Your skills, integrity, knowledge, and genuine compassion will deliver value and success with every customer interaction. Other qualifications for our Inside Sales Rep - Licensed Insurance (Bilingual: English / Spanish) (Remote) role include: The ability to read, write and speak fluently both Spanish and English A valid P&C License (Property & Casualty or Personal Residential) with no appointments 1+ year of customer service experience Open availability A high school diploma or GED A quiet, distraction-free environment to work from in your home Proficiency in fast-paced multi-tasking Eagerness to learn new technologies Strong computer navigation skills and PC knowledge A desktop or laptop to complete PC and internet testing; A work computer may be provided depending on the position offered, but is not guaranteed (will be discussed further with a recruiter) High Speed internet (no wireless/hotspots or satellite) and a smartphone Must reside in the United States and have a valid U.S. address for residence WHAT'S IN IT FOR YOU One of our company's Culture Beliefs says, "We champion our people." That's why we significantly invest in our game-changers, our infrastructure, and our capabilities to ensure long-term success for both our teams and our customers. And we'll invest in YOU to aid in your career path and in your personal development. Benefits available to eligible U.S. employees in this role include: The base salary for this position is $20/hr. (pay rate will not be below the applicable minimum wage). Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies. Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program (EAP), 401(k) retirement plan, paid time off and holidays, and paid training days. DailyPay enrollment option to access pay "early," when you want it Paid training and performance-based incentives Lucrative employee referral bonus opportunities Company networking opportunities with organized groups in the following topics: Network of Women, Black Professionals, LGBTQ+ Pride, Ability (Disabilities), Dynamic Neurodiversity), Women in Tech, OneEarth Champions, and more Health and wellness programs with trained partners to help promote a healthy you Mentorship programs that support your rewarding career journey Work-from-home convenience Programs and events that support diversity, equity, and inclusion, as well as global citizenship, sustainability, and community support Celebrations for Concentrix Day, Game-Changer Appreciation Day, Customer Service Week, World Clean Up Day and more REIMAGINE THE BEST VERSION OF YOU! If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440,000 game-changers around the globe call Concentrix their "employer of choice." If you are a California resident, by submitting your information, you acknowledge that you have read and have access to the Job Applicant Privacy Notice for California Residents Eligibility to Work: In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence. Where Job May be Performed: Currently, this position may be performed only in the states listed here . Concentrix is an equal opportunity and affirmative action (EEO-AA) employer. We promote equal opportunity to all qualified individuals and do not discriminate in any phase of the employment process based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy or related condition, disability, status as a protected veteran, or any other basis protected by law. For more information regarding your EEO rights as an applicant, please visit the following websites: • English • Spanish To request a reasonable accommodation please click here . If you wish to review the Affirmative Action Plan, please click here .
12/01/2025
Full time
The Inside Sales Rep - Licensed Insurance (Bilingual: English / Spanish) - Remote works from home and interfaces with customers via inbound/outbound calls and/or via the Internet. This position provides customer service support and resolution of routine problems and questions regarding client's products and/or services. (We accept applications for this position on an ongoing basis. Military veterans are encouraged to apply.) A NEW CAREER POWERED BY YOU Are you looking for a "work from home" career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture and a genuine sense of belonging? Would you like to join a company that earns " World's Best Workplaces ," " Happiest Employees ," and " Best Companies for Career Growth " awards every year? Then a remote Inside Sales Representative position at Concentrix is just the right place for you! As a remote Inside Sales Rep - Licensed Insurance (Bilingual: English / Spanish), you'll join an organically diverse team from 70+ countries where ALL members contribute and support each other's success and well-being, proudly united as "game-changers." Together, we help the world's best-known brands improve their businesses through exceptional customer experiences and tech-powered innovation. And due to continued growth, we're looking for more talented game-changers to join our purpose, people as passionate about providing outstanding customer service experiences as we are. CAREER GROWTH AND PERSONAL DEVELOPMENT This is a great "work from home" opportunity that will allow you to reimagine an all-new career journey and develop "friends for life" at the same time. We'll give you all the training, technologies, and continuing support you'll need to succeed. Plus, at Concentrix, there's real career (and personal) growth potential. In fact, about 80% of our managers and leaders have been promoted from within! That's why we offer a range of FREE Learning and Leadership Development programs designed to set you on your way to the kind of career you've always envisioned. WHAT YOU WILL DO IN THIS ROLE As a Inside Sales Rep - Licensed Insurance (Bilingual: English / Spanish) working from home, you will: Provide inbound customer support using a call flow guide in the customer's preferred language Use product knowledge, build client relationships Be detail-oriented when it comes to sales of products and services Track, document, and retrieve information in databases Offer additional products and/or services with every sale Deliver expert customer experiences with a smile. YOUR QUALIFICATIONS Your skills, integrity, knowledge, and genuine compassion will deliver value and success with every customer interaction. Other qualifications for our Inside Sales Rep - Licensed Insurance (Bilingual: English / Spanish) (Remote) role include: The ability to read, write and speak fluently both Spanish and English A valid P&C License (Property & Casualty or Personal Residential) with no appointments 1+ year of customer service experience Open availability A high school diploma or GED A quiet, distraction-free environment to work from in your home Proficiency in fast-paced multi-tasking Eagerness to learn new technologies Strong computer navigation skills and PC knowledge A desktop or laptop to complete PC and internet testing; A work computer may be provided depending on the position offered, but is not guaranteed (will be discussed further with a recruiter) High Speed internet (no wireless/hotspots or satellite) and a smartphone Must reside in the United States and have a valid U.S. address for residence WHAT'S IN IT FOR YOU One of our company's Culture Beliefs says, "We champion our people." That's why we significantly invest in our game-changers, our infrastructure, and our capabilities to ensure long-term success for both our teams and our customers. And we'll invest in YOU to aid in your career path and in your personal development. Benefits available to eligible U.S. employees in this role include: The base salary for this position is $20/hr. (pay rate will not be below the applicable minimum wage). Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies. Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program (EAP), 401(k) retirement plan, paid time off and holidays, and paid training days. DailyPay enrollment option to access pay "early," when you want it Paid training and performance-based incentives Lucrative employee referral bonus opportunities Company networking opportunities with organized groups in the following topics: Network of Women, Black Professionals, LGBTQ+ Pride, Ability (Disabilities), Dynamic Neurodiversity), Women in Tech, OneEarth Champions, and more Health and wellness programs with trained partners to help promote a healthy you Mentorship programs that support your rewarding career journey Work-from-home convenience Programs and events that support diversity, equity, and inclusion, as well as global citizenship, sustainability, and community support Celebrations for Concentrix Day, Game-Changer Appreciation Day, Customer Service Week, World Clean Up Day and more REIMAGINE THE BEST VERSION OF YOU! If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440,000 game-changers around the globe call Concentrix their "employer of choice." If you are a California resident, by submitting your information, you acknowledge that you have read and have access to the Job Applicant Privacy Notice for California Residents Eligibility to Work: In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence. Where Job May be Performed: Currently, this position may be performed only in the states listed here . Concentrix is an equal opportunity and affirmative action (EEO-AA) employer. We promote equal opportunity to all qualified individuals and do not discriminate in any phase of the employment process based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy or related condition, disability, status as a protected veteran, or any other basis protected by law. For more information regarding your EEO rights as an applicant, please visit the following websites: • English • Spanish To request a reasonable accommodation please click here . If you wish to review the Affirmative Action Plan, please click here .
Are you a California-licensed attorney looking for a dynamic and supportive firm where you can make an impact? Our growing law firm is seeking a motivated Attorney to handle first-party property insurance cases throughout California. This is a full-time remote position ; candidates must be located in California, preferably near the Los Angeles area . We're searching for an attorney who is confident in litigation, comfortable managing their own caseload, and dedicated to providing an exceptional client experience. Compensation: $160,000 - $220,000 yearly Responsibilities: Provide sound legal advice and strategic direction to clients, ensuring each case is managed efficiently from start to resolution. Oversee a portfolio of first-party property insurance claims , performing case evaluations, legal research, and drafting all necessary pleadings and motions. Appear in court for hearings, mediations, and trials, advocating effectively on behalf of clients. Communicate regularly with clients, offering updates and guidance while maintaining strong professional relationships. Conduct settlement negotiations and collaborate with opposing counsel and insurance representatives to secure favorable results. Supervise or assist paralegals, clerks, and administrative team members to ensure smooth case progression. Utilize legal research tools and case management software to prepare thorough and persuasive legal documents. Qualifications: Active license to practice law in California (required). Candidate must live in California, preferably near Los Angeles. Minimum 2 years of experience in First-Party Property Insurance law in California (strongly preferred). At least 2 years of litigation experience , ideally handling complex cases. Excellent oral advocacy, written communication, and negotiation skills. Strong problem-solving ability and sound professional judgment. Proficiency with Westlaw or LexisNexis for research. Comfortable using Microsoft Office and/or Google Workspace . Self-motivated and capable of managing multiple cases independently in a remote environment. About Company PLG Damage Attorneys is a law firm founded in Florida that specializes in providing skilled, qualified, and effective legal representation to policyholders who have been wrongfully denied or underpaid by their property insurance providers. Our vision is to be the nation's premier insurance attorney, treating every voice as a family by delivering excellent legal solutions with radical customer service experience, and leveraging large law firm resources with boutique law firm care. Compensation details: 00 Yearly Salary PI746487ac5-
12/01/2025
Full time
Are you a California-licensed attorney looking for a dynamic and supportive firm where you can make an impact? Our growing law firm is seeking a motivated Attorney to handle first-party property insurance cases throughout California. This is a full-time remote position ; candidates must be located in California, preferably near the Los Angeles area . We're searching for an attorney who is confident in litigation, comfortable managing their own caseload, and dedicated to providing an exceptional client experience. Compensation: $160,000 - $220,000 yearly Responsibilities: Provide sound legal advice and strategic direction to clients, ensuring each case is managed efficiently from start to resolution. Oversee a portfolio of first-party property insurance claims , performing case evaluations, legal research, and drafting all necessary pleadings and motions. Appear in court for hearings, mediations, and trials, advocating effectively on behalf of clients. Communicate regularly with clients, offering updates and guidance while maintaining strong professional relationships. Conduct settlement negotiations and collaborate with opposing counsel and insurance representatives to secure favorable results. Supervise or assist paralegals, clerks, and administrative team members to ensure smooth case progression. Utilize legal research tools and case management software to prepare thorough and persuasive legal documents. Qualifications: Active license to practice law in California (required). Candidate must live in California, preferably near Los Angeles. Minimum 2 years of experience in First-Party Property Insurance law in California (strongly preferred). At least 2 years of litigation experience , ideally handling complex cases. Excellent oral advocacy, written communication, and negotiation skills. Strong problem-solving ability and sound professional judgment. Proficiency with Westlaw or LexisNexis for research. Comfortable using Microsoft Office and/or Google Workspace . Self-motivated and capable of managing multiple cases independently in a remote environment. About Company PLG Damage Attorneys is a law firm founded in Florida that specializes in providing skilled, qualified, and effective legal representation to policyholders who have been wrongfully denied or underpaid by their property insurance providers. Our vision is to be the nation's premier insurance attorney, treating every voice as a family by delivering excellent legal solutions with radical customer service experience, and leveraging large law firm resources with boutique law firm care. Compensation details: 00 Yearly Salary PI746487ac5-
Group Benefits Enrollment Consultant - Bilingual - Chicago Location: Illinois Work Type: Full Time Regular Job No: 504146 Categories: Administrative/Support Application Closes: Open Until Filled 2025-08-27 SHARE As a Bilingual Group Benefits Enrollment Counselor , you will travel on behalf of our Group Insurance offices and facilitate the enrollment process for new and existing customers. You will connect with people on an individual level and know you are making an impact on their lives through setting them up with benefits that protect what matters most. WHAT WE CAN OFFER YOU: Estimated Salary (Levels have variable responsibilities and qualifications): Group Benefits Enrollment Counselor : $80,000 - $85,000 plus annual bonus opportunity Senior Group Benefits Enrollment Counselor : $85,000 - $90,000 plus annual bonus opportunity 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: Coordinate and facilitate the entire enrollment process for new and existing Group Insurance customers, ensuring efficient and smooth operations. Plan, organize, and execute enrollment strategies to meet customer needs, maximize employee participation, and stay within budget, including performing cost analyses. Conduct enrollments and re-enrollments of employee groups in voluntary insurance products through various methods. Develop and deliver customized enrollment materials and support systems, working closely with Group Sales Representatives, brokers, and employers to address specific communication needs. Provide operational support to Group Sales offices and assist in planning enrollment methodologies, processes, and tools for voluntary benefits management. WHAT YOU'LL BRING: 2+ years' experience with group benefits enrollment with in-depth knowledge of voluntary group benefits and products with strong communication and relationship building skills. Proficiency with PowerPoint along with developing/facilitating/navigating PowerPoint presentations. Experience using Excel to include navigating/data entry. Licensed agent in residence state, able to obtain non-residence license or actively pursuing appropriate licenses Ability to travel 75% during peak season and may travel 50% of the work period and a have a valid driver's license Working knowledge of competitor products and services You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. Must reside 3 hours to our office located in Chicago, IL in a hybrid environment and ability to travel within the Chicago area. PREFERRED: Working knowledge of video conferencing and technology platforms including Microsoft Teams, Brainshark, Amazon Polly, iMovie, and others. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! If you have questions about your application or the hiring process , email our Talent Acquisition area at . Please allow at least one week from time of applying if you are checking on the status. Stay Safe from Job Scams Mutual of Omaha only accepts applications from . Legitimate communications will come from We never request sensitive information or extend job offers without conducting interviews. For more details, check our Hiring FAQs . Stay alert for scams and apply securely! Fair Chance Notices Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a "Great Place to Work". See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co workers. Discover Our Culture Related Job Openings Group Benefit Integration Specialist - Remote Remote 504161 Summer 2026 Workplace Solutions Operations Intern - Omaha, NE Nebraska 504155
11/28/2025
Full time
Group Benefits Enrollment Consultant - Bilingual - Chicago Location: Illinois Work Type: Full Time Regular Job No: 504146 Categories: Administrative/Support Application Closes: Open Until Filled 2025-08-27 SHARE As a Bilingual Group Benefits Enrollment Counselor , you will travel on behalf of our Group Insurance offices and facilitate the enrollment process for new and existing customers. You will connect with people on an individual level and know you are making an impact on their lives through setting them up with benefits that protect what matters most. WHAT WE CAN OFFER YOU: Estimated Salary (Levels have variable responsibilities and qualifications): Group Benefits Enrollment Counselor : $80,000 - $85,000 plus annual bonus opportunity Senior Group Benefits Enrollment Counselor : $85,000 - $90,000 plus annual bonus opportunity 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: Coordinate and facilitate the entire enrollment process for new and existing Group Insurance customers, ensuring efficient and smooth operations. Plan, organize, and execute enrollment strategies to meet customer needs, maximize employee participation, and stay within budget, including performing cost analyses. Conduct enrollments and re-enrollments of employee groups in voluntary insurance products through various methods. Develop and deliver customized enrollment materials and support systems, working closely with Group Sales Representatives, brokers, and employers to address specific communication needs. Provide operational support to Group Sales offices and assist in planning enrollment methodologies, processes, and tools for voluntary benefits management. WHAT YOU'LL BRING: 2+ years' experience with group benefits enrollment with in-depth knowledge of voluntary group benefits and products with strong communication and relationship building skills. Proficiency with PowerPoint along with developing/facilitating/navigating PowerPoint presentations. Experience using Excel to include navigating/data entry. Licensed agent in residence state, able to obtain non-residence license or actively pursuing appropriate licenses Ability to travel 75% during peak season and may travel 50% of the work period and a have a valid driver's license Working knowledge of competitor products and services You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. Must reside 3 hours to our office located in Chicago, IL in a hybrid environment and ability to travel within the Chicago area. PREFERRED: Working knowledge of video conferencing and technology platforms including Microsoft Teams, Brainshark, Amazon Polly, iMovie, and others. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! If you have questions about your application or the hiring process , email our Talent Acquisition area at . Please allow at least one week from time of applying if you are checking on the status. Stay Safe from Job Scams Mutual of Omaha only accepts applications from . Legitimate communications will come from We never request sensitive information or extend job offers without conducting interviews. For more details, check our Hiring FAQs . Stay alert for scams and apply securely! Fair Chance Notices Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a "Great Place to Work". See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co workers. Discover Our Culture Related Job Openings Group Benefit Integration Specialist - Remote Remote 504161 Summer 2026 Workplace Solutions Operations Intern - Omaha, NE Nebraska 504155
