Solutions Center Representative - Public Retirement

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 environmentHave a bachelor's degreeHave a passion for helping others over the phoneAre looking to grow at a fantastic Fortune 100 companySolutions Center Representative - Public RetirementLocation: Remote to start; Moving to hybrid schedule at downtown Columbus location during 1st quarter of 2025Schedule: Training (111824 - 011325): Monday - Friday 9:00am - 5:30pmPost-training: 8-hour shift Monday - Friday between hours of 8:00am - 11:00pm; Very occasional Saturday shift from 9:00am - 6:00pmPay: $19 an hourTarget Start Date: 11182024, pending completion on onboardingInterview Time Choices (Eastern Time):Thursday, 10242024 from 1:00pm - 3:00pmFriday, 10252024 from 10:00am - 12:00pmTuesday, 10292024 from 10:00am -12:00pmThursday, 10302024 from 1:00pm - 3:00pmJob Profile Summary:As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level productplan 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, penaltiessurrender charges, death benefit protection, lifetime income, capital preservation andor benefits pertaining to the plancontract.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 preferredLicenseCertificationDesignation: ChFC, CLU, other industry designations desirableClient series 6 andor 26 licenses preferred and may be required based on assigned productline-of-business or distribution system

Created: 2024-10-24