Representative, Financial Services

Interested in taking on a new challenge in the Financial Services industry? Or, maybe you are seeking entry into the industry? Either way; if you have a background in customer service, retail sales, banking or finance, let's talk!Join the Financial Services team that assists participants, plan sponsors and brokers with account maintenance and answering general questions about planning for retirement.About this position:Start Date: April 21,2025Pay Rate: $19hr.Office Hours: 8am - 8pm Mon - Fri. Candidates will be scheduled for a 38.75 work weekSchedules are variable and based on business needs; open availability between 8am - 8pm EST is required for considerationHealth Benefits and weekly pay5 weeks paid trainingHybrid work schedule. 2 days in office and 3 days work from homeOffice location: 1000 Yard St. Grandview Heights, OH 43212Career growth opportunities after 12 months with pay increase.Responsibilities· Fielding an average of 50 - 60 inbound private client calls per day from members, plan sponsors and brokers regarding Financial Services and Retirement planning; discussing plan options and updating account information.· Interpret and apply all changes and enhancements to new and old products· Cross-sells unfamiliar product line to support strategy of all business lines meeting goals· Identifies the root cause to proactively offer consultative expertise and uncover the unstated need· Maintains a documented record of conversations to best learn from customers· Utilizes virtual technology and social media to enhance customer, financial advisor, and agent experience· Follows all rules and regulations to ensure compliance.What you need:· Have a consultative sales aptitude and enjoy interacting with customers and helping others· Financial services experience is a plus, but not necessary· Highly engaged, grateful, and humble attitude· Excellent verbal and written communications· Proficiency with computers and common office softwareEducation: High school diploma or equivalent required. Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferredExperience: 2 years customer service experience in banking, financial services, retail, sales and or hospitality experience- A SERIES 6 LICENSE WILL EVENTUALLY BE REQUIREDInterested?Make sure your resume is up to date and forward it to for consideration. Thank you and we look forward to connecting with you!

Created: 2025-03-05