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Client Solutions Specialist

2 months ago

Atlanta, Georgia, United States Rose International Full time

Position Title: Solutions Center Representative

Overview:

As a Solutions Center Representative, you will play a crucial role in delivering exceptional service to our clients, partners, and investment professionals. Your ability to comprehend product offerings and regulatory standards will be essential in addressing inquiries related to accounts and plans.

Key Responsibilities:

  • Handle incoming communications from investment professionals and clients on various topics, demonstrating a comprehensive understanding of our product lines.
  • Interpret and implement updates to existing products, ensuring that you proactively identify underlying client needs.
  • Document all interactions meticulously to enhance our understanding of client relationships.
  • Adhere to compliance regulations and company policies to maintain professional standards.
  • Educate clients on the implications of financial products, ensuring clarity on benefits and risks.
  • Analyze client issues to determine effective solutions, collaborating with internal teams as necessary.
  • Engage in regular meetings with leadership to discuss career development and growth opportunities.

Qualifications:

A high school diploma or equivalent is required, with a preference for candidates holding an undergraduate degree in finance, business, or related fields. Relevant certifications and licenses are desirable. A minimum of one year of experience in customer service or sales is expected.

Skills and Abilities:

Candidates should possess a solid understanding of insurance products and sales processes, along with excellent communication skills. Proficiency in technology and office software is essential for enhancing client interactions.

Equal Opportunity Employment:

Rose International is committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to any protected characteristic.