FINRA 6 or 7 Licensed Life and Annuities Call Center Support- US

DXC Technology is a leading enterprise technology and innovation partner delivering software, services, and solutions to global enterprises and public sector organizations — helping them harness AI to drive outcomes at a time of exponential change with speed. With deep expertise in Managed Infrastructure Services, Application Modernization, and Industry-Specific Software Solutions, DXC modernizes, secures, and operates some of the world's most complex technology estates.

DXC's Insurance Software and BPS (ISB) helps insurers around the world modernize and run their core operations at scale by combining deep industry expertise, proven software platforms, and innovative AI-driven solutions. A global market leader in core insurance platforms, ISB delivers solutions across policy administration, claims, billing, analytics, and digital engagement supporting Life & Annuity, Property & Casualty, and Specialty insurance markets. You’ll directly shape how the world's leading insurers operate by helping to transform the policy, underwriting, and claims systems that millions of people rely on every day.

• Provide customer service to clients regarding investment and retirement products, including mutual funds, variable annuities, brokerage accounts, and related financial service offerings.
• Respond to inbound calls and inquiries regarding account balances, transactions, distributions, transfers, and general account servicing.
• Research and resolve client requests related to account activity, trade status, account features, and servicing procedures.
• Process transactions such as fund transfers, distributions, and account updates, ensuring compliance with company policies and FINRA regulations.
• Escalate complex issues and route requests for account changes or documentation to the appropriate departments.
• Efficiently navigate multiple internal systems to access client information and provide accurate and timely responses.
• Maintain and strengthen relationships between clients and financial advisors by delivering professional, compliant, and high-quality service.
• Support special campaigns, client outreach initiatives, and operational requests when needed.
• Consistently demonstrate strong communication, regulatory awareness, and a commitment to service quality while meeting call center performance metrics.

Required Qualifications:

• High School Diploma required (verification will be requested during the background check).
• Active FINRA Series 6 or Series 7 license required.
• Must be legally authorized to work in the United States without requiring sponsorship now or in the future
• 1–2 years of experience in financial services, investment servicing, or brokerage operations.
• Prior call center or high-volume client service experience preferred.
• Basic understanding of investment products, retirement accounts, and securities regulations.
• Excellent verbal and written communication skills.
• Strong telephone etiquette, reliable attendance, and commitment to meeting performance and call metrics.
• Strong listening skills with the ability to clearly explain financial information and solutions to clients.
• Ability to work in a fast-paced, regulated financial services environment.
• Proven ability to collaborate effectively within a team.
• Strong organizational, problem-solving, and analytical skills.
• Ability to manage stress and maintain performance under pressure.
• Strong computer proficiency and ability to navigate multiple systems simultaneously.
• Basic math and analytical capabilities.

Work Environment: 

• If you live within 40 km (25 miles) of a DXC office, you are expected to work onsite at least two days per week.

• Training Schedule

5–6 weeks of training
Monday – Friday
Typically 8:00 AM – 4:30 / 5:00 PM CST

• Regular Work Schedule

Monday – Friday

Core business hours between 7:30 AM – 5:00 PM CST
(8-hour shift within these hours)