New

Financial Representative (Hybrid)

TEKsystems
$45,000.00 - $50,000.00 / yr
paid time off, long term disability, tuition reimbursement, 401(k), remote work
United States, Texas, Fort Worth
Jul 25, 2025
Description - Primarily responding to inbound calls related to insurance products and web portal. - Support clients and advisors with web portal navigation and account information updates - Assist clients and advisors with insurance product inquires - Assist with questions and education for employees, clients, and field partners regarding insurance forms and policies, and procedures - Act as a liaison for clients and advisors with business partners for problem-solving - Partner with Quality Management (QM) to resolve client concerns; involves speaking directly with clients to better understand the situation and working with support staff, outside business partners, and/or QM to reach a resolution - Conducts insightful problem solving for clients taking the time to investigate the client's current situation and ask questions to learn what course of action is in the client's best interests - Follow up with clients when necessary to provide status updates and to close out service requests - Required to document details of all client and advisor interactions Additional Skills & Qualifications has to get Life and Health license once onboarded, prefers for them to have it before Bachelor's Degree Hybrid Schedule: 2 days work from home; 3 days in office Pay and Benefits The pay range for this position is $45000.00 - $50000.00/yr. Employee Stock Ownership Plan (ESOP) o Option to contribute to a 401k account o 16 Days of Paid Time Off, 10 holidays o 2 floating PTO days every year o Full health, vision & dental coverage o 2 Days of Volunteer Paid Time Off o Tuition Reimbursement program o Hybrid work environment o Bank Mortgage Discount Program o Free Financial Planning o Free onsite- fitness center with exercises classes and personal training options o Free basic life, short and long term disability, and an employee assistance program o Pet Insurance o Paid parental and military leave o contributes to your Health Savings Account for the high deductible medical plan o Charitable services & volunteer opportunities o Concierge services with daily lunch specials, vendor sales, discount tickets to community events and attractions o Robust Leadership Development program dedicated to leader development at every level of the organization o In-house training courses ranging from leadership developer to health and wellness seminars o Mentorship program o Virtual learning opportunities o Employee recognition programs and quarterly all employee luncheons o Yearly family & social events o Dress For Your Day dress code o Updated workspace o Regular Employee Engagement surveys o Dedication to Diversity & Inclusion and Employee Resource Group o And more!! Workplace Type This is a hybrid position in Fort Worth,TX. Application Deadline This position is anticipated to close on Aug 7, 2025. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.