Retirement Solutions Expert

2 weeks ago


Grandview Heights, Ohio, United States Rose International Full time
Job Title: Retirement Solution Center Representative

At Rose International, we are seeking a highly skilled and motivated Retirement Solution Center Representative to join our team. As a key member of our organization, you will play a critical role in providing exceptional care to our members, partners, plan sponsors, and investment professionals.

Key Responsibilities:
  • Respond to incoming calls from investment professionals, plan sponsors, and members on a variety of topics, including product suites and regulatory requirements.
  • Interpret and apply changes and enhancements to new and old products, based on daily change communications.
  • Maintain records of conversations and follow a process of documentation to support our strategy of knowing our members better than anyone.
  • Ensure compliance with FINRA or other professional licensure requirements, Client policies, firms, plan documents, and state and local laws.
  • Analyze problems to determine proper course of action, striving for first-time final resolution.
  • Develop and grow through monthly individual meetings with leadership to set in place a career path strategy.
Requirements:
  • Associates or Bachelor's degree required.
  • One year of experience in customer service in sales, banking, or financial-related occupations.
  • Ability to understand general aspects of plan/contract and utilize technology to enhance conversations with customers.
  • Excellent verbal and written communication skills.
  • Proficiency with computers and common office software.
Benefits:

For information and details on employment benefits offered with this position, please visit our website. Should you have any questions or concerns, please contact our HR Department via our secure website.

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 (expression or identity), national origin, arrest and conviction records, disability, veteran status, or any other characteristic protected by law.



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