Rose International | Retirement Solution Center Representative AZ

5 days ago

scottsdale, United States Rose International Full time

Date Posted: 12/03/2024

Hiring Organization: Rose International

Position Number: 475124

Job Title: Retirement Solution Center Representative

Job Location: Scottsdale, AZ, USA, 85255

Work Model: Hybrid

Employment Type: Temporary

Estimated Duration (In months): 13

Min Hourly Rate ($): 19.00

Max Hourly Rate ($): 19.00

Must Have Skills/Attributes: Customer Service, Finance, Sales


As a Retirement Solution Center Representative, you’ll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you’ll effectively interpret and articulate Client marketing strategies when communicating with customers.


Required Education:


• Associate or bachelor’s Degree


Required Experience:


• One year of experience in customer service in sales, banking or financial related occupations


• Must have stable work history


License/Certification/Designation:


• Client will assist to obtain licenses


Required Knowledge, Skills and Ability:


• Knowledge of various insurance products and the sales process


• 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


Retirement Solution Center Representative Responsibilities:


• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up 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 the daily change communications. Identifies 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


• Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Client 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


• Analyses 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


**Only those lawfully authorized to work in the designated country associated with the position will be considered. **


**Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements. **


Benefits:

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


California Pay Equity:

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

  • Retirement Solution Center Representative AZ

    5 days ago

    scottsdale, United States Rose International Full time

    Date Posted: 12/03/2024 Hiring Organization: Rose International Position Number: 475124 Job Title: Retirement Solution Center Representative Job Location: Scottsdale, AZ, USA, 85255 Work Model: Hybrid Employment Type: Temporary Estimated Duration (In months): 13 Min Hourly Rate ($): 19.00 Max Hourly Rate ($): 19.00 Must Have...

  • Oral Health Professional

    2 weeks ago

    Scottsdale, Arizona, United States AZ Dental Solutions Full time

    Job OpportunityWe are excited to announce a job opening for an Oral Health Professional at AZ Dental Solutions. This position presents a valuable opportunity to work in a supportive and patient-centric environment, with a focus on quality dental practices and continued professional development.

  • Solutions Center Representative

    1 week ago

    Scottsdale, United States Pyramid Consulting Full time

    Immediate need for a talented Solutions Center Representative. This is a 12+months contract opportunity with long-term potential and is located in Scottsdale ,AZ (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID:24-52278 Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health...

  • Solutions Center Representative

    3 days ago

    Scottsdale, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Solutions Center Representative. This is a 12+months contract opportunity with long-term potential and is located in Scottsdale ,AZ (Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID:24-52278 Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health...

  • Solutions Center Representative

    2 weeks ago

    Scottsdale, United States Pyramid Consulting Full time

    Immediate need for a talented Solutions Center Representative. This is a 12+months contract opportunity with long-term potential and is located in Scottsdale ,AZ (Onsite). Please review the job description below and contact me ASAP if you are interested. Job ID:24-52278 Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health...

  • Solutions Center Representative

    2 weeks ago

    Scottsdale, United States Pyramid Consulting Full time

    Immediate need for a talented Solutions Center Representative. This is a 12+months contract opportunity with long-term potential and is located in Scottsdale ,AZ (Onsite). Please review the job description below and contact me ASAP if you are interested. Job ID:24-52278 Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health...

  • Solutions Center Representative

    2 weeks ago

    Scottsdale, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Solutions Center Representative. This is a 12+months contract opportunity with long-term potential and is located in Scottsdale ,AZ (Onsite). Please review the job description below and contact me ASAP if you are interested.Job ID:24-52278 Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health...

  • Pyramid Consulting, Inc | Solutions Center Representative | scottsdale, az

    2 weeks ago

    scottsdale, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Solutions Center Representative. This is a 12+months contract opportunity with long-term potential and is located in Scottsdale ,AZ (Onsite). Please review the job description below and contact me ASAP if you are interested.Job ID:24-52278 Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health...

  • Retirement Producer

    18 hours ago

    Scottsdale, United States Alera Group Full time

    Job Description Benefit Commerce Group, an Alera Group Company, is looking for an experienced Retirement Producer, Sales Executive. We are seeking highly motivated colleagues who bring proven experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 15th largest broker...

  • Retirement Producer

    3 days ago

    Scottsdale, United States Alera Group Full time

     Benefit Commerce Group, an Alera Group Company, is looking for an experienced Retirement Producer, Sales Executive. We are seeking highly motivated colleagues who bring proven experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business....

  • Strategic Staffing Solutions | Collections Representative | scottsdale, az

    2 weeks ago

    scottsdale, United States Strategic Staffing Solutions Full time

    Collections Representative – Third PartyPhoenix, AZ or San Antonio, TX – 4 days in office, 1 day remote; 9am to 7pm CSTW2 Rate - $20-22/hrStart date – Jan 6, 202512 months contract to hire Must have consumer (individual) collections experience, not company to company100% phone – inbound/outbound - collections calls - typically working 4-6 calls per...

  • Call Center Representative

    2 weeks ago

    Scottsdale, United States Elle Seller Full time

    We are seeking a motivated and dedicated Call Center Representative to join our dynamic team. As a Call Center Representative, you will serve as the primary point of contact for our customers, providing exceptional service and support while addressing their needs and inquiries. In this fast-paced environment, you will handle a variety of calls, from...

  • Azure Solutions Architect

    3 days ago

    Scottsdale, Arizona, United States Envita Medical Center Full time

    **Job Title:** Azure Solutions Architect**Location:** Scottsdale, AZ**Estimated Salary:** $95,000 - $130,000 per yearEnvita Medical Center is seeking a highly skilled Full Stack Developer with expertise in Python, Microsoft Azure, HTML, CSS, and JavaScript to join our dynamic IT Team.The ideal candidate will have a strong background in both front-end and...

  • Customer Service Representative

    3 weeks ago

    Scottsdale, Arizona, United States AZ Green Cleaning LLC Full time

    Job Overview: We are seeking a highly skilled Customer Service Representative to join our team at AZ Green Cleaning LLC in Scottsdale. As a key member of our staff, you will be responsible for providing exceptional customer service and creating a positive experience for our customers.Estimated Salary: $40,000 - $60,000 per year, depending on experience and...

  • Retirement Producer

    1 day ago

    Scottsdale, AZ, United States Alera Group Full time

     Benefit Commerce Group, an Alera Group Company, is looking for an experienced Retirement Producer, Sales Executive. We are seeking highly motivated colleagues who bring proven experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business....

  • Americor | Customer Service Representative | scottsdale, az

    3 weeks ago

    Scottsdale, United States Americor Full time

    Kickstart a rewarding career with one of the nation’s consecutive Best Places to Work by joining our award-winning team as a part-time Bilingual Customer Service Representative! As a Bilingual Customer Service Representative at Americor, you’ll be the first point of contact for customers, helping to understand their needs, explain our services, and...

  • H-S International | Project Estimator | scottsdale, az

    2 weeks ago

    scottsdale, United States H-S International Full time

    Sr. Project Estimator – Utility Scale + BESSSolar Utility EPCScottsdale, AZ, Durham, NC or Remote PotentiallyCompany Profile: Industry leaving and rapidly growing solar and battery Developer, Owner Operator and EPC is actively recruiting a Sr. Estimator to join the team! This is an immediate opening working in Scottsdale, AZ, Durham, NC or remote could be...

  • H-S International | Project Estimator | scottsdale, az

    2 weeks ago

    scottsdale, United States H-S International Full time

    Sr. Project Estimator – Utility Scale + BESSSolar Utility EPCScottsdale, AZ, Durham, NC or Remote PotentiallyCompany Profile: Industry leaving and rapidly growing solar and battery Developer, Owner Operator and EPC is actively recruiting a Sr. Estimator to join the team! This is an immediate opening working in Scottsdale, AZ, Durham, NC or remote could be...

  • Territory Engine Sales Representative

    1 month ago

    scottsdale, United States CK Power Full time

    Overall compensation opportunity $110,000+. Includes base, commission, and bonus opportunities.Requires industrial diesel sales experience.CK Power is looking for a Territory Engine Sales Representative based out of the Phoenix, AZ, area and covering a territory including Arizona and New Mexico. The Territory Engine Sales Representative develops and...

  • Territory Engine Sales Representative

    4 weeks ago

    scottsdale, United States CK Power Full time

    Requires industrial diesel sales experience.CK Power is looking for a Territory Engine Sales Representative based out of the Phoenix, AZ, area and covering a territory including Arizona and New Mexico. The Territory Engine Sales Representative develops and implements sales strategy, manages customers within an assigned geographic territory to achieve annual...