Customer Support Representative - Omaha / Lincoln, NE area ONLY
Fidelity Investments · Omaha, NE
Job description(tap to read)
Fidelity will not provide immigration sponsorship for this position. Job Description: The Role Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE. In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences. • Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans. • In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching. • Rewards & Recognition: Your achievements will be celebrated as you progress through the program. • This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role. The Expertise and Skills you Bring • Ability to establish rapport and relationships through effective communication • Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers. • Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.) • Proficiency in navigating and troubleshooting basic technology issues or systems. • Handle a variety of situations and conversations driving towards a resolution suitable for all • Self-motivated teammate with strong social skills who brings energy and passion to the team • Minimum 1 year of customer service experience • High School diploma or GED required The Value you Deliver • A passion for helping people • Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making • Provide outstanding customer service and communication via voice or digital channels Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed) Shifts and Hours: Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. Certifications: Category: Customer ServicePlease be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Remote Customer Service/Advisor
American Income Life - Giddens Organization · Slaton, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Entry Level Benefits Rep - Customer Service - Remote
American Income Life - Giddens Organization · Slaton, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Benefits Representative - Work from Home
American Income Life - Giddens Organization · Abilene, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
About Conference Catalysts: What started over 20 years ago as a company with a simple goal to become a respected conference management company has grown and evolved to become something with a much greater reach and impact. At Conference Catalysts we have an exceptional team of professionals who are dedicated to making our clients' lives easier, optimizing the way our organizations operate, and creating life-long relationships through exceptional customer service and innovative software solutions. Come see what it's like to be a ConfCat! Reports to: Assigned Team Lead Location: Remote in the US Job Type: Full-time, exempt, salary Summary of Position: The Conference Manager provides high-level support of conferences from conception through to completion. Conferences include technical conferences, trade shows, board meetings, and social events. The role of Conference Manager is hands-on and often involves working as part of a team and varies highly depending on the specific client and type of conference. Conference Managers are principally responsible for managing multiple conferences throughout the year. Conference Managers are responsible for being an independent leader within the Conference Management Unit and assisting with others' growth in the unit. Performance Evaluation: Formal evaluations will be conducted in 6-month intervals by the Director -Conference Management Operations to assess job performance. Responsibilities and Duties: • Meet weekly with Director, Conference Management Operations to provide status updates, discuss time-sensitive items that require completion, address quality control checks, and discuss improvements that should be made. • Attend weekly Unit meetings and actively participate in discussions on items of importance and process/systems improvement. • Attend weekly Pod meetings and actively participate in discussions on items of importance and process/systems improvement. • Attend and participate actively in Unit Workshops. • Attend and participate actively in All-Company meetings. • Maintain accurate time records according to company policy, to track support requirements for each client. • Use adopted Company applications: Gmail, ClickUp, Slack, Google Calendar, GoToMeeting, Cvent, Dropbox, Doodle, MailChimp, Last Pass, Skype, Survey Monkey, ShareX, and others. • Demonstrate mastery in the ability to seamlessly navigate the company internal file structure. • Demonstrate knowledge proficiency of the basic structure of IEEE, keeping current on all policies and keeping updated contact lists. • Manage ClickUp boards effectively for each conference, keeping tasks dated and up-to-date. Ensure boards and cards contain complete information, checklists, etc. so anyone can seamlessly step in and help with tasks as required. • Develop and foster relationships with Conference leadership: General Chairs, Technical Program Chairs, Organizing Committee, becoming an invaluable resource. • Liaise with clients to ascertain their precise conference requirements. • Configure and manage online paper submission process. • Compile and produce conference proceedings content. • Produce detailed RFP for conferences (e.g. timelines, venues, suppliers, legal obligations, staffing and budgets). • Communicate and maintain timelines and priorities on every project. • Develop, update, and actively manage conference budgets. • Manage all project elements within time limits and on budget. • Ensure excellent customer service and quality delivery. • Travel onsite to perform advance site inspection, as necessary. • Research markets to identify opportunities for conference attendance growth and increase paper submissions. • Coordinate with venue management, caterers, exhibit designers, contractors and other vendors, as necessary. • Plan room layouts for conference sessions, workshops, demonstrations, and social events. • Plan menus and order food & beverage for conference functions. • Coordinate volunteer staff requirements and volunteer staff briefings. • Sell sponsorship/stand/exhibition space to potential exhibitors/partners. • Configure online registration sites and manage conference registration processing. • Prepare delegate packs, name badges and collateral. • Liaise with marketing and PR colleagues to promote the conference. • Liaise with clients and internal design staff to create a brand for the conference and organize the production of tickets, posters, catalogues and sales brochures, plus social media coverage. • Coordinate suppliers, handle client queries and troubleshoot on the day of the conference to ensure that all runs smoothly. • Oversee onsite set up of registration area, exhibit area, and meeting rooms. • Demonstrate proactive approach to handling issues and troubleshooting any emerging problems throughout the entire conference planning cycle. • Carry out post-conference evaluation (including data entry and analysis and producing reports for conference sponsors). • Organize and clearly express information in concise written and verbal form and work with diverse contacts from around the world. • Schedule and facilitate conference calls with Conference committees, taking detailed minutes. Facilitate action item completion. • Manage conference websites, ensuring the websites always include the most current content and are user-friendly. • Develop and maintain Conference social media platforms, drafting and posting content regularly. Required Experience, Skills, and Education: • Bachelor's degree in event management, business administration, management, communications, or related field. Or relevant combination of education and experience. • Minimum of two years of experience in full-scope event management or planning work. • Strong communication, organization, and client-facing skills. • Strong project management skills, with the ability to manage multiple tasks and deadlines. • Demonstrated problem-solving ability and resourcefulness. • Familiarity with professional associations or nonprofit organizations. Travel Requirements: • Travel for this position will be around 7-8 times per year, for a length of 5-8 days each time. • Estimated travel between 10 - 18% • Domestic and international travel is required. Must have, or have the ability to acquire, a passport. Physical Requirements: • Prolonged periods of sitting at a desk and working on a computer. • Must be able to lift up to 15 pounds at times. • Must be capable of traveling on long-haul flights. Compensation and Benefits: • Compensation is commensurate with skills, education, and experience starting at $63,000/year. • Comprehensive Medical, Dental & Vision Insurance (Full employee premiums covered by Conference Catalysts). • Health Flexible Spending Account (FSA) for eligible health & wellness expenses. • 401(k) Retirement Plan following the 90-day onboarding period (Conference Catalysts matches dollar for dollar, up to 5% of employee deferrals). • Uncapped flex time off following the 90-day onboarding period. • 14 paid company holidays. • Voluntary Life and AD&D insurance. • Individual professional development budget. • Annual office discretionary budget. • Annual swag store budget. • Monthly gym membership reimbursement. PIb4802785bc74-25403-42037865