Solutions Center Representative

4 weeks ago


Columbus, Ohio, United States Pyramid Consulting Full time
{"Key Responsibilities": "

As a Solutions Center Representative, you will be responsible for providing exceptional customer service to investment professionals, plan sponsors, and members. Your primary goal will be to understand their needs and provide solutions to their inquiries.

  • Respond to incoming calls and emails in a timely and professional manner.
  • Develop a deep understanding of our product suites, including current and discontinued products.
  • Stay up-to-date on changes and enhancements to our products and services.
  • Proactively offer consultative expertise to customers to uncover their unstated needs.
  • Maintain accurate records of customer interactions and follow a process of documentation to support our strategy of knowing our customers better than anyone.
  • Ensure compliance with all relevant laws, regulations, and industry standards.
  • Educate customers on the tax implications, penalties, and benefits associated with our products and services.
  • Analyze problems and determine the best course of action to resolve them.
  • Work collaboratively with internal partners to resolve escalated issues.
**Key Requirements and Technology Experience:**
  • Customer support and call handling experience.
  • Financial and insurance industry knowledge.
  • High school diploma or equivalent required; undergraduate degree in finance, business administration, or a related field preferred.
  • 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.
  • Excellent verbal and written communication skills.
  • Ability to understand general aspects of our products and services.
**About Our Client:** Our client is a leading financial services industry company. We are currently interviewing to fill this and other similar contract positions. If you are interested in this opportunity, please apply online for immediate consideration. **Equal Employment Opportunity:** 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. #tel"}

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