Financial Representative

5 days ago

Columbus, Ohio, United States Randstad Full time

Do you have an interest or passion for Finance, Wealth Management or Retirement Planning? This is an entry level role where you will gain the knowledge to assist others with their financial goals.

Details:

  • Start Date: 12/1/25
  • Pay Rate: $19/hr.
  • Hybrid Work Schedule. Monday/Thursday/Fridays WFH and Tues/Wed in office Yard St Grandview Heights, OH 43212.
  • Office Hours: 8am - 8pm Mon - Fri. Candidates will be scheduled for a 38.75 work week
  • 5 weeks paid training – 10-6:30 Monday - Friday
  • Health Benefits and weekly pay
  • Career growth opportunities after 12 months with pay increase
  • Paid SERIES 6 LICENSE
  • Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred

Join the Financial Services team that assists participants, plan sponsors and brokers with account maintenance and answering general questions about planning for retirement.

Responsibilities

  1. Fielding an average of inbound private client calls per day from members, plan sponsors and brokers regarding Financial Services and Retirement planning; discussing plan options and updating account information.
  2. Interpret and apply all changes and enhancements to new and old products
  3. Cross-sells unfamiliar product line to support strategy of all business lines meeting goals
  4. Identifies the root cause to proactively offer consultative expertise and uncover the unstated need
  5. Maintains a documented record of conversations to best learn from customers
  6. Utilizes virtual technology and social media to enhance customer, financial advisor, and agent experience
  7. Follows all rules and regulations to ensure compliance.

What you need:

  1. Have a consultative sales aptitude and enjoy interacting with customers and helping others
  2. Financial services experience is a plus, but not necessary
  3. Highly engaged, grateful, and humble attitude
  4. Excellent verbal and written communications
  5. Proficiency with computers and common office software

Education:
High school diploma or equivalent required. Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred

Experience:
2 years customer service experience in banking, financial services, retail, sales and/ or hospitality experience

  • A SERIES 6 LICENSE WILL EVENTUALLY BE REQUIRED

Interested?

Make sure your resume is up to date and forward it to

for consideration. Thank you and we look forward to connecting with you

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