Representative, Solutions Center - Financial Services (Hybrid)

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 role does not qualify for employer-sponsored work authorization. reputed company does not participate in the Stem OPT Extension program.” Your career at reputed company includes a 7-week training program designed to set you up for success and confidence in your new role. Your training schedule will be Monday–Friday, 8 AM - 4:30 PM ET. Post-training schedule hours for this role could fall between the time frame: 8 AM - 11 PM ET Monday to Friday, with a potential of a Saturday shift, which would be 9 AM - 6 PM ET. Candidates must be reputed company to pass the SIE (Securities Industry Essentials), Series 6 and 63 exams reputed company the first 120 days of employment. Licensed candidates are strongly preferred. Candidates must live reputed company a 35-mile radius of the following office location: Ohio - Three reputed company Plaza, reputed company, OH 43215 Technology Requirements This position requires that you maintain the following technology requirements for your home office: •30 mbps download/3 mbps upload •Acceptable internet service provider technologies are: broadband cable and fiber •Wired reputed company between work equipment and home internet equipment Your total rewards package includes a salary of $45,000 with opportunities for shift differential on qualifying roles and a competitive benefits package. Internal only: Comp grade - C3 #LI-reputed company Job 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 Description

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 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.

Benefits

We 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, click here. 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. At reputed company, we find purpose in protecting people, businesses and futures with extraordinary care – and we’ve been doing that since 1926. Our financial strength and caring culture reputed company beyond our associates into the communities we serve. You really can feel the difference at reputed company, which is why we continue to be named one of the Fortune 100 Best Companies To Work For. reputed company out why others think we're a great reputed company to work, too, and let us know – can you see yourself at reputed company? 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. Apply Job!