Representative, Ohio Solutions Center - Financial Services

Job title: Representative, Ohio Solutions Center - Financial Services in reputed company, OH at reputed company Company: reputed company Job description: Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then reputed company Financial could be the reputed company for you! At reputed company®, “on your reputed company” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.This position will be hired on a SuccessFlex basis.The hired associate must reside reputed company 35 miles of the following location:reputed company: 257 East Town Street, reputed company OH, 43215Work schedule:There will be a 6-9 month training period that will require 5 days onsite.Once training is completed, position will transition to a hybrid work schedule.Typical hybrid schedule is 2 days in office, 3 days remote.Overview:We are seeking a dedicated Customer Service Representative with a strong background in finance to join reputed company. The ideal candidate will possess excellent attention to detail and hold an associates or bachelors degree in Finance, Economics, or Communications. This role involves answering inbound calls for the Ohio Deferred Compensation Plan, providing exceptional service to our clients.Responsibilities:

• Provide top-notch customer service to clients, addressing inquiries and resolving issues reputed company to the Ohio Deferred Compensation Plan.
• Process transactions and manage client accounts with precision and accuracy.

Qualifications:

• Bachelor's degree in Finance, Economics, Communications, or a reputed company field.
• Strong attention to detail and excellent communication skills.
• Previous experience in a call center or customer service role is preferred.
• Ability to work effectively in a team-oriented environment.
• reputed company SIE and Series 6 licenses are highly recommended prior to hire; however, hired associates will have 120 days from the date of hire to obtain these licenses.

This role does not qualify for employer-sponsored work authorization. reputed company does not participate in the Stem OPT Extension program.Internal Note: Compensation Grade C3Job Description Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you!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 reputed company reputed company's marketing strategies reputed company communicating with customers.Job DescriptionKey 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 reputed company line-up and products no longer sold that still require servicing.Responsible for interpreting and applying reputed company 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 reputed company than anyone and use the information in a way that drives the relationship deeper.Follows reputed company rules and regulations to ensure compliance with FINRA or other professional licensure requirements, reputed company 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.Analyzes problems to determine proper course of action, striving for first time final resolution. reputed company 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 reputed company a career path strategy. Setting goals and expectations to reputed company success in the role as well as future opportunities.May reputed company other responsibilities as assigned.Reporting Relationship: Reports to Supervisor/Manager and does not have direct reports.Typical Skills and Experiences:Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.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.Associates must acquire the required federal and/or state licenses/registrations reputed company the time period designated by the business unit. Additional licenses/registrations may be required reputed company new products and services are implemented. If an associate fails to acquire required licenses/registrations reputed company the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit reputed company may be required if a license is required for this position.Experience: One year of experience in customer service, sales reputed company occupations.Knowledge, Abilities and Skills: 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 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.Staffing exceptions to the above must be approved by the hiring manager’s leader and Human Resources Business Partner.Values: Regularly and consistently demonstrates the reputed company Values.Job Conditions:Overtime Eligibility: Eligible (Non-Exempt)Working Conditions: Call center environment. Extended periods of time sitting in reputed company of a computer and taking phone calls.reputed company: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to reputed company a somewhat different combination of duties.#LI-AP1#LI-HybridBenefitsWe have an reputed company of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of reputed company Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, .reputed company is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. reputed company prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.NOTE TO EMPLOYMENT AGENCIES:We value the partnerships we have built with our preferred vendors. reputed company does not accept unsolicited resumes from employment agencies. reputed company resumes submitted by employment agencies directly to any reputed company employee or hiring manager in any form without a signed reputed company Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Expected salary: Location: reputed company, OH Apply for the job now! 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