FINRA Certified - Call Center Support Representative

Job Description:

We are seeking a FINRA-licensed Registered Representative to join our customer service team. In this role, you will provide high-quality support to clients through our contact center, assisting with complex inquiries, account maintenance, and financial service transactions.

This is an excellent opportunity for professionals with life insurance and financial services experience who are passionate about delivering exceptional customer service while ensuring compliance with regulatory standards.

Key Responsibilities

• Provide exceptional service through the inbound contact center, responding to complex customer inquiries and ensuring timely resolution or appropriate escalation.

• Research and resolve client requests efficiently while maintaining high service standards and compliance requirements.

• Perform account updates, maintenance, and transaction processing, ensuring accurate documentation and account history records.

• Process and distribute incoming and outgoing mail for multiple clients in accordance with established service level agreements (SLAs).

• Conduct data entry and document matching to maintain accurate and up-to-date customer account information.

• Collaborate with team members, management, and customers to resolve service issues and improve the customer experience.

• Support escalation management and service recovery activities, including research and resolution for complex client cases.

• Assist with Voice of the Customer (VOC) feedback reviews and remediation actions when necessary.

• Contribute to continuous improvement initiatives, recommending enhancements to procedures and workflows to increase efficiency and service quality.

• Support supervisors with daily operational activities, including training or mentoring less experienced team members.

• Participate in Quality Assurance (QA) reviews, particularly for FINRA-regulated transactions involving products with variable investment features.

Required Qualifications

• High school diploma or GED (required).

• Minimum 2 years of customer service experience in a call center environment.

• Life insurance experience is required.

• Prior experience in financial services, investment services, insurance, or banking environments where FINRA certification was required.

• FINRA Series 6 or Series 7 license required at the time of hire (currently registered or within the 2-year U5 FINRA window and in good standing).

Preferred Qualifications

• Experience working across multiple organizational teams and stakeholders.

• Familiarity with contact center technology, including phone systems, help desk software, and document processing tools.

• Strong analytical and problem-solving skills.

• Excellent communication and customer engagement skills.

• Ability to work independently and manage multiple priorities.

• Lean or Six Sigma certification or experience is a plus.

Work Environment

• Remote position within the United States

• Company-provided equipment for your home office setup

• Standard work schedule: Monday – Friday, between 7:00 AM and 8:00 PM CST (8-hour shifts)

About DXC:

DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world’s largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, competitiveness, and customer experience. Learn more about how we deliver excellence for our customers and colleagues at DXC.com.

At DXC we use the power of technology to deliver mission critical IT Services that our customers need to modernize operations and drive innovation across their entire IT estate. We provide services across the Enterprise Technology Stack for business process outsourcing, insurance, analytics and engineering, applications, security, cloud, IT outsourcing, and modern workplace.

Our DXC Insurance Services help our customers optimize and transform operations, lower costs, increase agile new channels to growth. Our people, technology and best practices improve and automate highly complex business processes middle and back offices- while facilitating customer experience transformation.

Full-time hires are eligible to participate in the DXC benefit program.  DXC offers a comprehensive, flexible, and competitive benefits program which includes, but is not limited to, health, dental, and vision insurance coverage; employee wellness; life and disability insurance; a retirement savings plan, paid holidays, paid time off.

At DXC Technology, we believe strong connections and community are key to our success. Our work model prioritizes in-person collaboration while offering flexibility to support wellbeing, productivity, individual work styles, and life circumstances. We’re committed to fostering an inclusive environment where everyone can thrive.

If you are an applicant from the United States, Guam, or Puerto Rico

DXC Technology Company (DXC) is an Equal Opportunity employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. View postings below.

We participate in E-Verify. In addition to the posters already identified, DXC provides access to prospective employees for the Federal Minimum Wage Poster, Federal Polygraph Protection Act Poster as well as any state or locality specific applicant posters. To access the postings in the link below, select your state to view all applicable federal, state and locality postings. Postings are available in English, and in Spanish, where required. View postings below.

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Please note: DXC will respond only to requests for accommodations due to a disability.

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