Solutions center representative

2 months ago

Columbus, United States Randstad Full time

Randstad is seeking an experienced Solutions Center Representative to work with a leading Financial Services company, located in Columbus, Ohio. As the selected candidate, you will provide extraordinary care 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 fully onsite position. Local candidates preferred as relocation cost reimbursement is not available for this position.

salary: $18.75 - $19 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School

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.
Must Haves:

  • Undergraduate degree in finance, business administration, insurance, economics, communications preferred. High school diploma or equivalent required.
  • One year of experience in customer service, sales related occupations.
  • Knowledge, Skills and Ability: 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


The essential functions of this role include:
working in a smoke free environment
Skills Call Center Financial Services Microsoft Office Customer Relations
Qualifications Years of experience: 1 year Experience level: Experienced
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 HRsupport@randstadusa.com.

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).

This posting is open for thirty (30) days.

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