PlanoRecruiter Since 2001
the smart solution for Plano jobs

Financial Representative

Company: TCS
Location: Plano
Posted on: June 23, 2022

Job Description:

Role: Financial Representative

Duration: Full Time

Location-Plano, Tx (Local)

Please find one of the urgent jobs opening and send across your updated resume


---Provides information on a variety of complex customer service issues requiring knowledge of life and health insurance, annuity and investment products and transactions focusing on customer satisfaction, quality, and efficiency.

---Communicates with customers regarding service request or problems; documents, evaluates and resolves customer's inquiries.

---Thoroughly documents all contacts and conversations; follows up as required.

---Works with other departments to complete customer requests as needed, and minimize escalations.

---Gains proficiency in various administration and automated workflow systems.

---Processes complex and varied service requests.

---Represents our customer with professional pride to internal and external customers.

---Consistently meets/exceeds set quality and productivity metrics.

---Functions w/in a team based environment, and actively participates in achieving team goals. Meets/exceeds performance metrics as determined by department.


---Current FINRA Series 6 license at time of application.

---High School diploma or equivalent.

---Up to 1 year experience with call center or customer service experience/training.

---Fundamental computer knowledge and maneuverability within window applications.

---Basic understanding of Microsoft office suite, specifically Word and Excel.

Preferred Qualifications

---Associates degree preferred.

---General understanding of life and health insurance, annuity and investment products a plus.

---Experience working within a computer mainframe a plus.

"All offers of employment extended to applicants will be conditional and will require, among other things, that the recipient of the offer of employment submit proof that s/he is fully vaccinated at that time or will submit such proof prior to determining a start date. Individuals with medical issues or sincere religious beliefs that prevent them from getting the vaccine may request an exemption from the vaccine requirement. To the extent State legislation or executive action purports to limit TCS's ability to require vaccination for individuals who object on a basis other than medical issues or sincere religious beliefs, individual requests for an exception to TCS's generally applicable vaccination policy pursuant to such action will also be considered. Individuals who receive an exemption from vaccination for any reason may be required to comply with other Covid precautions."

Thanks & Regards,

Disha Ranjan

Talent Acquisition Group-North America

Tata Consultancy Services Limited



Keywords: TCS, Plano , Financial Representative, Accounting, Auditing , Plano, Texas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Plano RSS job feeds