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Remote Series 63 Jobs in Virginia (NOW HIRING)

MCI Military Recruitment

$14/hr

Our contact centers are powered by both on-site and remote agents, leveraging advanced technologies to enhance customer journeys, drive scalability and reduce costs. At MCI we are committed to ...

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All JobsSeries 63 JobsRemote Series 63 JobsRemote Series 63 Jobs in Virginia

Remote Series 63 information

What is a remote Series 63?

A Remote Series 63 job refers to a position where an individual, usually a securities agent, works remotely and holds the Series 63 license. The Series 63 license, also known as the Uniform Securities Agent State Law Exam, qualifies individuals to solicit orders for any type of security in a particular state. These jobs typically involve helping clients with investment products, ensuring compliance with state securities regulations, and conducting business online or over the phone instead of in an office. Remote Series 63 professionals often work for broker-dealers, financial advisory firms, or investment companies.

How does working remotely as a Series 63-licensed professional impact collaboration with clients and team members?

As a remote Series 63-licensed professional, you’ll primarily use digital communication tools to interact with both clients and colleagues. This model offers flexibility but requires strong organizational skills and proactive communication to ensure compliance and high-quality client service. You may participate in virtual meetings, share documents securely online, and coordinate with compliance teams to stay updated on regulations. Building trust and maintaining clear communication are crucial, as you won’t have the benefit of face-to-face interactions typical in traditional office settings.

What are the key skills and qualifications needed to thrive as a remote Series 63-licensed professional, and why are they important?

To thrive as a Remote Series 63-licensed professional, you need solid knowledge of securities regulations, investment products, and a valid Series 63 license. Familiarity with CRM platforms, compliance monitoring systems, and secure remote communication tools is typically required. Exceptional organization, ethical judgment, and strong client communication skills make someone stand out in this role. These abilities ensure regulatory compliance, effective client management, and the ability to build trust while working remotely.

What is the difference between Remote Series 63 vs Remote Securities Trader?

AspectRemote Series 63Remote Securities Trader
CertificationsSeries 63 licenseSeries 7 license, Series 63 often required
Work EnvironmentRegulatory compliance, client interactions, licensing examsTrading platforms, market analysis, client orders
Industry UsageFinancial advisory, brokerage complianceBrokerage firms, trading desks

The Remote Series 63 primarily focuses on regulatory compliance and licensing for securities agents, while Remote Securities Traders are involved in executing trades and market analysis. Both roles are common in brokerage firms, but the Series 63 is often a prerequisite for securities agents, whereas traders focus on market activities. Understanding these differences helps professionals choose the right certification and career path in the financial industry.

What are the most commonly searched types of Series 63 jobs in Virginia?

The most popular types of Series 63 jobs in Virginia are:

What are popular job titles related to Remote Series 63 jobs in Virginia?

For Remote Series 63 jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Remote Series 63 jobs in Virginia look for?

The top searched job categories for Remote Series 63 jobs in Virginia are:

What cities in Virginia are hiring for Remote Series 63 jobs?

Cities in Virginia with the most Remote Series 63 job openings:

Remote Series 63 jobs near you

Benefits Customer Service Representative - Remote in Virginia $21/Hr

Veteran Jobs - 2023 Mar 01 - Veterans Resources

Hampton, VA • Remote

$21.87/hr

Full-time

Posted 3 days ago

New

Job description

 

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. 
This is a FT, temporary role. The pay is $21.87 per hour. This is open to applicants located in and working from the following states only: Maryland, Delaware, Pennsylvania, Virginia, Washington D.C., or Florida
Johns Hopkins Health Plan (JHHP) in Hanover, MD is hiring Customer Service Representatives (CSR) for their Call Center department.
Schedule:
5 days per week, 8 hour shifts per day
Monday- Friday with rotating weekends
Call Center Hours of operation: 8am-8pm 
Location:
100% Remote position
Equipment will be provided
Employee will need to have efficiently working wi-fi, wi-fi will need to pass minimum speed test during interview process
Applicants must hold their permanent residence in one of the following locations to be considered for this position:
Maryland, Delaware, Pennsylvania, Virginia, Washington D.C., or Florida
Pay rate: $21.87 per hour
Responsibilities
The Customer Service Representative (CSR) is a professional role responsible for responding to inquiries from Johns Hopkins Health Plans members, providers, and internal stakeholders. The CSR listens actively, provides accurate information, resolves issues, and documents interactions in JHHP's systems.   
 

  • Answer inbound calls from Medicare Advantage members, representatives, and providers with empathy and professionalism.
  • Handle a variety of call types including benefit eligibility, enrollment, and claims status.
  • Conduct thorough research using available resources to resolve inquiries within CMS guidelines and internal policies.
  • Demonstrate strong listening skills and patience to understand and address member needs.
  • Work independently while collaborating with team members to ensure first-call resolution and a positive member experience.
  • Navigate multiple systems to resolve complex issues and advocate for members.
  • Exhibit a passion for delivering exceptional customer service that positively impacts STAR ratings.
  • Make outbound calls as needed for surveys and to resolve outstanding issues.
  • Communicate clearly and concisely, both verbally and in writing.
  • Adapt to changes and demonstrate flexibility in a dynamic environment.


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