A leading Fortune 100 insurance and financial services company headquartered in Columbus, Ohio is hiring! If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join the team!
You could be a great fit if you:
- Have customer service experience in a retail or restaurant setting, or a call center environment
- Have a bachelor's degree
- Have a passion for helping others over the phone
- Are looking to grow at a fantastic Fortune 100 company
Solutions Center Representative - Public Retirement
Location: Remote to start; Moving to hybrid schedule at downtown Columbus location during 1st quarter of 2025
Schedule:
- Training (11/18/24 - 01/13/25): Monday - Friday 9:00am - 5:30pm
- Post-training: 8-hour shift Monday - Friday between hours of 8:00am - 11:00pm; Very occasional Saturday shift from 9:00am - 6:00pm
Pay: $19 an hour
Target Start Date: 11/18/2024, pending completion on onboarding
Interview Time Choices (Eastern Time):
- Thursday, 10/24/2024 from 1:00pm - 3:00pm
- Friday, 10/25/2024 from 10:00am - 12:00pm
- Tuesday, 10/29/2024 from 10:00am -12:00pm
- Thursday, 10/30/2024 from 1:00pm - 3:00pm
Job Profile Summary:
As a 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'S marketing strategies when communicating with customers.
Key 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.
- 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.
- 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.
Education:
- Undergraduate degree in finance, business administration, insurance, economics, communications preferred
- License/Certification/Designation: ChFC, CLU, other industry designations desirable
- Client series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system
