NEW JOB OPENING
RETIREMENT SOLUTION CENTER REPRESENTATIVE
IN Grandview Heights, OH, USA!

As a Retirement Solution Center 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 articulate Client marketing strategies when communicating with customers.



Required Education:

• Associates or Bachelor’s Degree



Required Experience:

• One year of experience in customer service in sales, banking or financial related occupations

• Must have stable work history



License/Certification/Designation:

• Client will assist to obtain licenses



Required Knowledge, Skills and Ability:

• Knowledge of various insurance products and the sales process

• 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



Retirement Solution Center Representative 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

• Responsible for interpreting and applying all 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 better than anyone and use the information in a way that drives the relationship deeper

• Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Client 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

• Analyses problems to determine proper course of action, striving for first time final resolution. When 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 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

• **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

• **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**