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DXC Technology
Plano, Texas, United States
(on-site)
Posted
11 hours ago
DXC Technology
Plano, Texas, United States
(on-site)
Job Type
Full-Time
FINRA 6 or 7 Licensed Life and Annuities Call Center Support- US
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
FINRA 6 or 7 Licensed Life and Annuities Call Center Support- US
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Job Description: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.
We are seeking a customer-focused FINRA Series 6 or 7 Licensed Support Representative to provide service and support to clients with investment and retirement accounts. In this role, you will handle inbound calls, respond to account-related inquiries, process transactions, and deliver a high-quality client experience while supporting our financial services partners.
Principal Responsibilities:
- 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)
At DXC Technology, we believe strong connections and community are key to our success. Our work model prioritizes in-person collaboration while offering flexibility to support wellbeing, productivity, individual work styles, and life circumstances. We're committed to fostering an inclusive environment where everyone can thrive.
If you are an applicant from the United States, Guam, or Puerto Rico
DXC Technology Company (DXC) is an Equal Opportunity employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. View postings below .
We participate in E-Verify. In addition to the posters already identified, DXC provides access to prospective employees for the Federal Minimum Wage Poster, Federal Polygraph Protection Act Poster as well as any state or locality specific applicant posters. To access the postings in the link below, select your state to view all applicable federal, state and locality postings. Postings are available in English, and in Spanish, where required. View postings below.
Postings Link
Disability Accommodations
If you are an individual with a disability, a disabled veteran, or a wounded warrior and you are unable or limited in your ability to access or use this site as a result of your disability, you may request a reasonable accommodation by contacting us via email.
Please note: DXC will respond only to requests for accommodations due to a disability.
Recruitment fraud is a scheme in which fictitious job opportunities are offered to job seekers typically through online services, such as false websites, or through unsolicited emails claiming to be from the company. These emails may request recipients to provide personal information or to make payments as part of their illegitimate recruiting process. DXC does not make offers of employment via social media networks and DXC never asks for any money or payments from applicants at any point in the recruitment process, nor ask a job seeker to purchase IT or other equipment on our behalf. More information on employment scams is available here .
Requisition #: 51576720
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Job ID: 84881998
DXC Technology (DXC: NYSE) is the world's leading independent, end-to-end IT services company, serving nearly 6,000 private and public sector clients from a diverse array of industries across 70 countries. The company's technology independence, global talent and extensive partner network help clients harness the power of innovation to thrive on change and guide their digital transformation journeys.
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