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Client Solutions Specialist

2 months ago

Atlanta, Georgia, United States Rose International Full time

Position Title: Solutions Center Representative

Job Overview:

As a Solutions Center Representative, you will deliver exceptional support to our clients, partners, and stakeholders. Your ability to comprehend intricate product offerings and regulatory standards will be essential in addressing inquiries related to accounts, fees, and plans. Furthermore, you will adeptly convey marketing strategies to enhance customer interactions.

Key Responsibilities:

  • Handle incoming inquiries from investment professionals, plan sponsors, and clients on a diverse range of subjects. Maintain an understanding of our product offerings, including both current and legacy products.
  • Interpret and implement updates to products, ensuring compliance with daily communication on changes. Identify underlying questions to provide consultative insights and address unspoken needs.
  • Document interactions meticulously to support our commitment to understanding our clients deeply and leveraging this information to strengthen relationships.
  • Adhere to all compliance regulations, including FINRA requirements, company policies, and applicable laws.
  • Educate clients on critical aspects such as tax implications, penalties, and benefits related to their plans or contracts.
  • Analyze issues to determine the best course of action, striving for resolution on the first contact. Collaborate with internal teams to resolve escalated matters as needed.
  • Engage in regular one-on-one meetings with leadership to establish a career development plan, setting goals for success in the current role and future opportunities.

Qualifications:

Education: High school diploma or equivalent required. A degree in finance, business administration, or a related field is preferred.

Licenses/Certifications: Relevant industry designations such as ChFC or CLU are desirable. FINRA series 6 and/or 26 licenses may be required based on the specific role.

Experience: A minimum of one year in customer service or sales roles is required.

Skills and Abilities:

  • Comprehensive knowledge of various insurance products and the sales process.
  • Strong understanding of state and local regulations affecting product features.
  • Excellent verbal and written communication skills for effective client interactions.
  • Proficient in using technology and office software to enhance customer engagement.

Additional Information:

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.