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Customer Service Rep Customer Success Mgr./ CSM

Remote Retirement Planner: Education & Guidance

Remote / Online - Candidates ideally in
Tampa, Hillsborough County, Florida, 33646, USA
Listing for: Soteria Reinsurance Ltd.
Remote/Work from Home position
Listed on 2026-01-24
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Customer Success Mgr./ CSM
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services company in Tampa, FL is seeking a Retirement Planner to enhance customer loyalty through retirement planning. You will provide education on retirement benefits, utilize consultative selling skills, and support clients in identifying financial solutions. Candidates should hold Series 7 and 63 licenses and have a background in customer service or sales. The position requires strong communication skills and a proactive approach to customer engagement.

This role is primarily hybrid, with some onsite requirements.
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