• Full Time
  • Appleton, WI
  • This position has been filled
  • Salary: $17.00 - $19.00 / hr. – based on experience
Job ID: 136884


Are you a Customer Care Professional who has top notch customer service skills? Are you a Customer Care Professional who is looking for an opportunity with a growing, well established company?

Our client specializes in financial services. They are committed to guiding their members and teaching them wise financial habits. They are also committed to making a positive impact in the community


As a Customer Care Professional, you will be working in the annuity interaction center providing exceptional service to members by assisting them with their annuities and transactions through personal support.

  • Proactively seek out answers or offer alternative solutions to the customer
  • Guide and engage members by educating them on products and/or programs


  • Must have excellent phone customer service experience
  • Any experience with annuity, insurance or health product knowledge is a plus
  • Any service industry experience is also a plus
  • A FINRA SIE/Series 6 license is highly preferred, must be willing to obtain license
  • Any service industry experience is a plus
  • Basic/intermediate skillset in MSWD and Excel
  • Strong and accurate data entry skills
  • Must have knowledge of Outlook
  • Must be ok with wearing a headset all day typing, talking and toggling through various screens
  • A degree is highly preferred
  • Positive and driven attitude
  • Customer focused and excellent professional customer service skills
  • Ability to think on your feet and truly engage with a customer by offering solutions
  • Top notch professional verbal/written communication skills
  • Strong critical thinking and comprehensive skills
  • Strong multitasking skills in a fast-paced environment
  • Must have a desire to learn and keep learning
  • Team player and flexible to assist others as needed


  • Phenomenal team culture
  • Onsite workout center, café, book club, farmers market and walking trails
  • Fortune 500 company
  • Well established organization
  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
  • Paid holidays


Hours: Training hours will be 8:00am – 4:30pm, after training hours will be between 8:00am – 6:00pm, contact us for details

Length: Temporary to Hire

Pay for the Customer Care Professional position: $17.00 – $19.00 / hr. – based on experience

Location: Appleton, WI

Job ID: 136884

Job descriptions may not include every responsibility or qualification of the position.

Equal Opportunity Employer of Minorities, Females, Protected Veterans and Individuals with Disabilities.

To learn more about Cadre and to view hundreds of immediate openings, please visit our website at www.cadreservices.com.