Financial Representative

Customer Service RepFinancial Service RepThis is an exciting customer service opportunity to work with one of Columbus's TOP Employers, a leader in the Insurance and Financial Services Industry!Pay rate: $19.00 per hourOffice location - 1000 Yard St. Grandview Heights, OH 43212Hours Monday-Thursday 9 am-6 pm and Fridays 8:30 am - 4:15 pmTraining Hours: Mon-Fri 8 am- 5 pm or 9 am- 6 pmStart Date: 31725Free Parking!Cafeteria on site!We offer weekly pay and Health Benefits!We offer career growth opportunities after 12 months with pay increase!Duties and Responsibilities:As a Customer Service Representative in our Advisory Annuity phone team, you'll play a vital role in helping individuals and businesses prepare for and protect their retirement. We are looking for candidates who are passionate about delivering extraordinary this role you would be taking inbound calls from advisors and clients wanting to service their annuity contract. Examples are like withdrawals and contributions etc. Most of the calls are regarding in force annuity contracts, but some calls are new business related. This team is also responsible for processing non financial requests. An example of this would be updating owner or beneficiary information on a contract. This solution center is responsible for delivering a quality experience with each interaction, while maintaining and exceeding service level agreements. 75% of your day would be spent taking inbound calls(ave 20 calls per day) and the other 25% is spent processing requests.Qualifications and Core Competencies:Driven candidates eager to build a rewarding career in financial servicesStrong communicators who excel in service-oriented rolesA completed or nearly completed bachelor's degree(preferably in Business, Communications, Marketing, Economics or related field)Candidates must be able to deliver friendly customer service while talking on the phone and working through computer systems simultaneouslyTwo years of solid work experience in a service related field. Restaurant, Call Center, Banking, Retail, Administrative, Hospitality, etc.Ability to multi-task, organize, and prioritize workIf this is something that you would like to pursue, please send your updated resume to for consideration. Thank you and we look forward to connecting with you!

Created: 2025-02-27