Customer Service Representative

2 months ago


Grandview Heights, Ohio, United States Rose International Full time
About the Role

We are seeking a highly skilled and experienced Customer Service Representative to join our team at Rose International. As a key member of our Annuities Group, you will be responsible for providing exceptional customer service to our clients, partners, and members.

Key Responsibilities
  • Customer Service: Respond to incoming calls from investment professionals, plan sponsors, and members on a variety of topics, including product inquiries and general account questions.
  • Product Knowledge: Understand and interpret product features, including current and discontinued products, to provide accurate and informative responses to customers.
  • Documentation: Maintain accurate records of customer interactions and follow a process of documentation to support our strategy of building strong relationships with our clients.
  • Compliance: Ensure compliance with FINRA rules and regulations, as well as company policies and procedures.
  • Education and Training: Develop and grow through individual meetings with leadership to set career path strategies and achieve success in the role.
Requirements
  • Education: Associate's degree minimum, with a preference for undergraduate degrees in finance, business administration, insurance, economics, or communications.
  • License/Certification: ChFC, CLU, or other industry designations desirable, with FINRA series 6 and/or 26 licenses preferred.
  • Experience: Two years of experience in customer service, sales-related occupations, or a related field.
What We Offer

As a valued member of our team, you will have the opportunity to work with a dynamic and growing company, with a focus on delivering exceptional customer service and building strong relationships with our clients. We offer a competitive compensation package, including benefits and opportunities for professional growth and development.



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