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Bilingual Solutions Expert

1 week ago


Scottsdale, Arizona, United States Pyramid Consulting, Inc Full time

We are seeking a skilled Bilingual Solutions Expert to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service and support to clients in both English and Spanish.

About the Role

This is a 12+ months contract opportunity with long-term potential and is located in a hybrid setting. You will work closely with our internal partners to resolve escalated issues and provide expert-level knowledge to customers on various insurance products.

Responsibilities
  • You will receive and respond to incoming calls from investment professionals, plan sponsors, and members on a variety of topics.
  • You must have a solid understanding of the different product suites, including current line-ups 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 daily change communications.
  • You will identify 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.
  • You will 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.
  • When necessary, works with internal partners to resolve escalated issues.
  • Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
  • Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
  • Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other duties as assigned.
Requirements
  • A high school diploma or equivalent is required.
  • An undergraduate degree in finance, business administration, insurance, economics, communications is 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.
  • Experience: One year of experience in customer service, sales-related occupations.
  • Knowledge of various insurance products and the sales process.
  • Solid understanding of 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.
  • Excellent verbal and written communication skills to effectively communicate with others.
  • Proficiency with computers and common office software.
  • Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.
  • Other criteria, including leadership skills, competencies, and experiences may take precedence.
Benefits

The successful candidate will enjoy a competitive pay rate of $18 - $19.50 per hour, plus employee benefits including health insurance (medical, dental, vision), and a 401(k) plan.

This position requires flexibility, with a variable schedule and shift times between 8:00 AM and 8:00 PM EST, Monday – Friday.