Solutions Center Representative

1 week ago

Columbus, United States Randstad Enterprise Full time

Randstad is seeking experienced Solutions Center Representatives to provide customer support to members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success.


This is a hybrid position, located in Columbus, OH. Local candidates are preferred as relocation cost reimbursement is not available for this position.


You must have open availability to work - Monday - Friday from 8am - 11pm and Saturday from 9am - 6pm.


What you will do:

  • Receive and respond to incoming calls from investment professionals, plan sponsors and members on a variety of topics. You will need to understand the different product suites, including current line-up and products no longer sold that still require servicing.
  • Interpret and apply all changes and enhancements to new and old products, based on the daily change communications.
  • Maintain a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
  • Follow all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, policies, firms, plan documents and state and local laws.
  • Educate customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
  • Analyze problems to determine proper course of action, striving for first time final resolution.


Must Haves:

  • High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
  • 2 years of customer service experience in financial services, banking, retail sales and / or hospitality services.
  • Proficiency with computers and Microsoft Office software.
  • Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers. Other criteria, including leadership skills, competencies and experiences may take precedence.
  • License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.


For immediate consideration, send your resume to suzanne.hollnagel@randstadusa.com.

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