Business Solutions Consultant
2 days ago
Job Opportunity: We are currently seeking a highly skilled Business Solutions Consultant to join our team at Pyramid Consulting, Inc. This is a 24+ months contract opportunity with long-term potential and is located in the Grandview Heights area.
Salary Range: $17 - $19 per hour, including employee benefits such as health insurance, 401(k) plan, and more.
About the Role: As a Business Solutions Consultant, you will be responsible for receiving and responding to incoming calls from investment professionals, plan sponsors, and members on various topics. You will need to understand different product suites, interpret and apply changes and enhancements to new and old products, and maintain accurate records of conversations.
Key Responsibilities:
- Receives and responds to incoming calls from investment professionals, plan sponsors, and members on various topics.
- Understands different product suites, including current line-ups and products no longer sold that require servicing.
- Responsible for interpreting and applying all changes and enhancements to new and old products.
- Maintains accurate records of conversations and follows documentation processes.
- FOLLOW ALL RULES AND REGULATIONS TO ENSURE COMPLIANCE WITH FINRA OR OTHER PROFESSIONAL LICENSURE REQUIREMENTS, CLIENT'S 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.
- Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
- Develops and grows through monthly individual meetings with leadership to set career path strategies.
- May perform other duties as assigned.
Required Skills and Qualifications:
- Bachelor's degree in finance, business administration, insurance, economics, or communications.
- High school diploma or equivalent required; undergraduate degree 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.
- Solid understanding of state and local laws necessary to understand legal implications of certain product features in different states.
- Proficiency with computers and common office software.
- Excellent verbal and written communication skills.
Benefits:
- Health insurance (medical, dental, vision)
- 401(k) plan
- Variable schedule with flexibility
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