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Financial Representative

2 months ago

Columbus, Ohio, United States randstad us Full time

financial representative.

  • columbus, ohio
  • posted today

job details

summary

  • $ $19 per hour
  • temp to perm
  • bachelor degree
  • category business and financial operations occupations
  • referenceAB_

job details

Interested in taking on a new challenge in the Financial Services industry? Or, maybe you are seeking entry into the industry? Either way; if you have a background in customer service, retail sales, banking or finance, let's talk

Join the Financial Services team that assists participants, plan sponsors and brokers with account maintenance and answering general questions about planning for retirement.

*Candidates must reside in the Central Ohio area

About this position
  • Start Date: Aug 5, 2024
  • Pay Rate: $19/hr.
  • Office Hours: 8am - 8pm Mon - Fri. Candidates will be scheduled for a 38.75 work week
  • Schedules are variable and based on business needs; open availability between 8am - 8pm EST is required for consideration
  • Health Benefits and weekly pay
  • 5 weeks paid training-Training will be held in office -1000 Yard St Grandview Heights, OH 43212
  • After Training candidates will be able to choose a remote and hybrid work schedule-Only Considering applicants who reside in Central Ohio
  • Career growth opportunities after 12 months with pay increase.

salary: $ $19 per hour

shift: First

work hours: 8 AM - 8 PM

education: Bachelors

Responsibilities

  • Fielding an average of inbound private client calls per day from members, plan sponsors and brokers regarding Financial Services and Retirement planning; discussing plan options and updating account information.
  • Interpret and all changes and enhancements to new and old products
  • Cross-sells unfamiliar product line to support strategy of all business lines meeting goals
  • Identifies the root cause to proactively offer consultative expertise and uncover the unstated need
  • Maintains a documented record of conversations to best learn from customers
  • Utilizes virtual technology and social media to enhance customer, financial advisor, and agent experience
  • Follows all rules and regulations to ensure compliance.
What you need
  • Have a consultative sales aptitude and enjoy interacting with customers and helping others
  • Financial services experience is a plus, but not necessary
  • Highly engaged, grateful, and humble attitude
  • Excellent verbal and written communications
  • Proficiency with computers and common office software

Education: High school diploma or equivalent required. Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred

Experience: 2 years customer service experience in banking, financial services, retail, sales and/or hospitality experience

  • A SERIES 6 LICENSE WILL EVENTUALLY BE REQUIRED

Skills

  • Active Listening
  • Adapting to Change
  • Call Center
  • Typing Skills
  • Basic Computer Skills
  • Empathy
  • Financial Services
  • Wealth Management
  • Microsoft Office
  • Data Entry
  • Time Management
  • Telephone Etiquette
  • Call Center Support
  • Customer Service

Qualifications

  • Years of experience: 2 years
  • Experience level: Entry Level

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact (see below)

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

Applications accepted on ongoing basis until filled.

get in touch

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michelle stuertz

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