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Financial Customer Service Representative

2 months ago

Columbus, United States Tailored Management Full time

Are you a recent college grad looking to either switch or further your career path with a large, reputable corporation? Our client, a leading Fortune 100 insurance and financial service company headquartered in Columbus, OH, has multiple openings for Financial Customer Service Representatives


Have you passed the SIE exam (Securities Industry Essentials exam), or do you have a desire to take it? This is a great opportunity for you to join our client, a Fortune 100 insurance and financial services company headquartered in Columbus, Ohio. This is a unique role that is partnered with the Ohio Deferred Compensation Plan. If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join our team


Solutions Center Representative - Public Retirement

Start Date: August 2024 - exact date pending

Pay Rate: $19 per hour, paid weekly

Location of Assignment:

  • Hybrid
  • 2-3 days per week onsite at 257 E. Town Street Suite 457, Columbus, OH

Schedule:

  • Training Schedule: 3 Weeks; 8 am - 5 pm; M-F (First day starts at 9 AM)
  • Post-training: 8am – 5pm M-F

*Candidate must be open to study for and pass the SIE Exam during contingent assignment, and be open to taking the Series 6 if converted to a FTE*


Job Profile Summary:

  • As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals with Ohio's Deferred Compensation Plan
  • You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions
  • You'll effectively interpret and articulate CLIENT's marketing strategies when communicating with customers.

Key Responsibilities:

  • Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics.
  • 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.
  • 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.

Knowledge, Skills and Ability:

  • Experience in customer service and/or sales-related occupations.
  • Knowledge of various insurance products and the sales process.
  • Bonus points for a undergraduate degree and your SIE certification