Solutions Center Representative

2 weeks ago


Columbus, Ohio, United States Pyramid Consulting Full time
Job Title: Solutions Center Representative

We are seeking a highly skilled Solutions Center Representative to join our team at Pyramid Consulting, Inc. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients and ensuring their needs are met.

Key Responsibilities:
  • Respond to incoming calls from clients and provide timely and accurate information about our financial products and services.
  • Understand and interpret product changes and enhancements to provide expert advice to clients.
  • Maintain accurate records of client interactions and follow a process of documentation to support our strategy of knowing our clients better than anyone.
  • Ensure compliance with FINRA and other regulatory requirements, as well as company policies and procedures.
  • Educate clients on tax implications, penalties, and benefits related to our financial products.
  • Analyze problems and determine the best course of action to resolve client issues.
  • Develop and grow through regular meetings with leadership to set career path strategies.
Requirements and Experience:
  • High school diploma or equivalent required; undergraduate degree in finance, business administration, or related field preferred.
  • One year of experience in customer service, sales, or related occupation.
  • Knowledge of insurance products and sales process.
  • FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.
  • Excellent verbal and written communication skills.
  • Ability to understand general aspects of financial products and utilize technology to enhance conversations with clients.

Pyramid Consulting, Inc. is an equal opportunity employer 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.



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