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Bilingual Customer Service Representative (FULLY REMOTE)

The Jacobson Group
Dallas, TX
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Pay: $22.00/ hour

Location: 6300 Samuell Blvd Suite 105, Dallas, TX 75228 (FULLY REMOTE)

Contract length: 11/28/2022 - 05/27/2024


  • One year of experience in customer service, sales related occupations.
  • Bilingual (English/ Spanish)
  • License/Certification/Designation: ChFC, CLU, other industry designations desirable. FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.
  • High School Diploma. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
  • Knowledge of various insurance products and the sales process.
  • Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the consequences of not following the FINRA rules and regulations.

Job Description:

  • Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.
  • Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
  • Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
  • Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws.
  • Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
  • Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
  • Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other duties as assigned.
Company Description
The Jacobson Group is the leading provider of insurance talent. For 50 years, we have been connecting insurance organizations with professionals from the board room to the back room on both a permanent and temporary basis. We offer a variety of solutions including executive search, professional recruiting, RPO, temporary staffing, subject matter experts, and onsite and work-at-home operations support. Regardless of the need or situation, Jacobson is the insurance talent solution.

The Jacobson Group


6300 Samuell Blvd Suite 105

Dallas, TX



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