Retirement Solution Center Representative

Date Posted: 12/03/2024

Hiring Organization: Rose International

Position Number: 475123

Job Title: Retirement Solution Center Representative

Job Location: Grandview Heights, OH, USA, 43212

Work Model: Onsite

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.