Randstad has exciting opportunities available for Solutions Center Representatives to work with a leading Financial Services company located in Columbus, Ohio. As the selected candidate, you will provide extraordinary care to our client's 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.
Candidates must have open availability from 8 am- 11 pm M-F and Sat 9 am- 6 pm.
This is a hybrid position which will require the selected candidate to work in the office part of the work week. Relocation cost reimbursement is not available for this position, local candidates are preferred.
What you will do:
- 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, policies, firms, plan documents and state and local laws.
- Educate 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.
- Analyzes 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.
Must Haves:
- Undergraduate degree in finance, business administration, insurance, economics, communications preferred. High school diploma or equivalent required.
- License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.
- One year of experience in customer service, sales related occupations.
- Knowledge of various insurance products and the sales process. Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the consequences of not following the FINRA rules and regulations.
- Excellent oral and written communication skills are a must.
- Proficiency with Microsoft Office software.
Next Step:
For immediate consideration, send resume to suzanne.hollnagel@randstadusa.com.
