Solutions Center Representative

4 weeks ago

Scottsdale, United States Pyramid Consulting, Inc Full time

Immediate need for a talented Solutions Center Representative. This is a 12 +months contract opportunity with long-term potential and is located in Scottsdale, AZ (Hybrid). Please review the job description below and contact me ASAP if you are interested.


Job ID: 24-45697


Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.


Key Responsibilities:


  • Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics.
  • Understands the different product suites, including current line-up and products no longer sold that still require servicing.
  • Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications.
  • Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
  • Maintains 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.
  • Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Client policies, firms, plan documents and state and local laws.
  • Educates 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.
  • Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues.
  • Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
  • Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
  • Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other duties as assigned.


Key Requirements and Technology Experience:


  • Key Skills; Financial/Banking/Insurance industry background
  • Customer Service
  • Inbound call
  • High school diploma or equivalent required.
  • Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
  • 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.
  • One year of experience in customer service, sales related occupations.
  • Knowledge of various insurance products and the sales process.
  • Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
  • Understands the consequences of not following the FINRA rules and regulations.
  • Excellent verbal and written communication skills to effectively communicate with others.
  • Proficiency with computers and common 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.


Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.


Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.


By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.

  • Solutions Center Representative

    3 weeks ago

    Scottsdale, Arizona, United States Pyramid Consulting Full time

    Job Title: Solutions Center RepresentativeWe are seeking a highly skilled Solutions Center Representative to join our team at Pyramid Consulting, Inc. This is a contract opportunity with long-term potential and is located in Scottsdale, AZ (Hybrid).Job Summary:The Solutions Center Representative will be responsible for receiving and responding to incoming...

  • Solutions Center Representative

    4 weeks ago

    Scottsdale, United States Pyramid Consulting Full time

    Immediate need for a talented Solutions Center Representative. This is a 12 +months contract opportunity with long-term potential and is located in Scottsdale, AZ (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID: 24-45697 Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to,...

  • Solutions Center Representative

    4 weeks ago

    Scottsdale, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Solutions Center Representative. This is a 12 +months contract opportunity with long-term potential and is located in Scottsdale, AZ (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID: 24-45697 Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to,...

  • Solutions Center Representative

    4 weeks ago

    Scottsdale, United States Pyramid Consulting Full time

    Immediate need for a talented Solutions Center Representative. This is a 12 +months contract opportunity with long-term potential and is located in Scottsdale, AZ (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID: 24-45697 Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health...

  • Solutions Center Representative

    4 weeks ago

    Scottsdale, United States Pyramid Consulting, Inc. Full time

    Immediate need for a talented Solutions Center Representative. This is a 12 +months contract opportunity with long-term potential and is located in Scottsdale, AZ (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID: 24-45697Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health...

  • Solutions Center Representative

    3 weeks ago

    scottsdale, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Solutions Center Representative. This is a 12 +months contract opportunity with long-term potential and is located in Scottsdale, AZ (Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID: 24-45697Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health...

  • Pending - Solutions Center Representative (Chauvin)

    1 month ago

    Scottsdale, United States Tailored Management Full time

    Solutions Center Representative - Public Retirement Location: Pending - for now source in Scottsdale, AZ and assume hybrid Pay: $19 an hour Target Start Date: 11/11/2024 Job Profile Summary: As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan...

  • Call Center Representative

    1 week ago

    Scottsdale, United States Angela Scribe Full time

    Job Title: Call Center Representative Job Summary: We are seeking a friendly, reliable, and detail-oriented Call Center Representative to join our customer service team. In this role, you will serve as the first point of contact for our customers, providing outstanding support and resolving inquiries efficiently. The ideal candidate has excellent...

  • Solutions Center Representative

    5 days ago

    Scottsdale, AZ, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Solutions Center Representative. This is a 12 +months contract opportunity with long-term potential and is located in Scottsdale, AZ (Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID: 24-45697Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health...

  • Call Center Representative

    2 weeks ago

    Scottsdale, United States Elle Seller Full time

    We are seeking a dynamic and motivated Call Center Representative to join our team in delivering exceptional customer service. This role is crucial in ensuring that our customers receive timely support and assistance while also helping to uphold our company's reputation for excellence. As a Call Center Representative, you will engage with customers through...

  • Sales - solutions center representative

    3 weeks ago

    Scottsdale, United States Randstad Full time

    Randstad, in partnership with one of the fastest growing companies with an office in Scottsdale, is actively seeking Remote Financial Services Reps to join their team! Randstad is known for our desire and ability to match people with companies and positions that will develop their potential. Our relationship with our client is no exception. Self-starters are...

  • Solutions center representative

    2 weeks ago

    Scottsdale, United States Randstad Full time

    Randstad, in partnership with one of the fastest growing companies with an office in North Scottsdale, is actively seeking HYBRID Financial Services Reps to join their team! Randstad is known for our desire and ability to match people with companies and positions that will develop their potential. Our relationship with our client is no exception....

  • Call center representative

    4 weeks ago

    Scottsdale, United States Randstad Full time

    NOW HIRING FOR JANUARY 2025 Our client is preparing for the new year and so are we! Apply today to be on the list for the next classes, starting in January 2025. A recruiter will be in contact with you as soon as possible to discuss the position and get you ready to start as soon as official recruitment begins for the coming year. These are hybrid call...

  • Business Development Representative

    4 weeks ago

    Scottsdale, Arizona, United States OTR Solutions Full time

    Job Title: Business Development RepresentativeOTR Solutions is a leading innovator in the transportation industry, providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies access the funds they need for daily operations.As a Business Development Representative, you will be responsible for growing...

  • Call Center Representative

    1 month ago

    Scottsdale, United States Randstad Full time

    Job DescriptionJob DescriptionNOW HIRING FOR JANUARY 2025Our client is preparing for the new year and so are we! Apply today to be on the list for the next classes, starting in January 2025. A recruiter will be in contact with you as soon as possible to discuss the position and get you ready to start as soon as official recruitment begins for the coming...

  • Virtual Sales Representative

    2 weeks ago

    Scottsdale, Arizona, United States Lumina Financial Solutions Full time

    Job DescriptionAt Lumina Financial Solutions, we're seeking a skilled Virtual Sales Representative to join our team. As a sales professional, you'll have the opportunity to work with various insurance products, including life, whole life, mortgage protection, annuities, and index universal life.Key Responsibilities:Work with clients to understand their...

  • Logistics Sales Representative

    4 weeks ago

    Scottsdale, United States OTR Freight Solutions Full time

    Company DescriptionFounded in 2018, OTR Freight Solutions is a non-asset based, full-service third-party logistics (3PL) provider located in Scottsdale, AZ.Role DescriptionThis is a full-time on-site role for a Logistics Sales Representative at OTR Freight Solutions in Scottsdale, AZ. The role involves day-to-day tasks such as communicating with clients,...

  • Logistics Sales Representative

    1 month ago

    Scottsdale, United States OTR Freight Solutions Full time

    Company DescriptionFounded in 2018, OTR Freight Solutions is a non-asset based, full-service third-party logistics (3PL) provider located in Scottsdale, AZ.Role DescriptionThis is a full-time on-site role for a Logistics Sales Representative at OTR Freight Solutions in Scottsdale, AZ. The role involves day-to-day tasks such as communicating with clients,...

  • Logistics Sales Representative

    1 month ago

    Scottsdale, United States OTR Freight Solutions Full time

    Company DescriptionFounded in 2018, OTR Freight Solutions is a non-asset based, full-service third-party logistics (3PL) provider located in Scottsdale, AZ.Role DescriptionThis is a full-time on-site role for a Logistics Sales Representative at OTR Freight Solutions in Scottsdale, AZ. The role involves day-to-day tasks such as communicating with clients,...

  • Solutions Consultant

    3 weeks ago

    Scottsdale, Arizona, United States Nextiva Full time

    Job Title: Solutions ConsultantWe are seeking a highly skilled Solutions Consultant to join our team at Nextiva. As a Solutions Consultant, you will play a key role in driving growth and delivering exceptional customer experiences for our small business clients.The ideal candidate will have a strong understanding of customer-specific needs and be able to...