Solutions Center Representative - Financial

Randstad has an immediate opening for a Solutions Center Representative to work with our client's 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.

What you will do:

Receive and respond 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.

Maintain a record of the conversations and follow a process of documentation to support our client's strategy of knowing our members better than anyone and use the information in a way that drives the relationship deeper.

Follow all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, our client’s policies, firms, plan documents and state and local laws.

Educate 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.

Analyze problems to determine proper course of action, striving for first time final resolution. When necessary, work with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.

Develop and grow 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.

What you will need:

Undergraduate degree in finance, business administration, insurance, economics, and communications preferred.

One year of experience in customer service, sales related occupations.

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.

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.

This is a hybrid position located in Columbus, Ohio. Relocation cost reimbursement is not available for this position, local candidates preferred.

For immediate considersation, send your resume to .