Talent.com
Financial Services Representative (Columbus)
Financial Services Representative (Columbus)Pyramid Consulting, Inc • Columbus, OH, US
Financial Services Representative (Columbus)

Financial Services Representative (Columbus)

Pyramid Consulting, Inc • Columbus, OH, US
4 days ago
Job type
  • Part-time
  • Temporary
Job description

Immediate need for a talented Financial Services Representative . This is a 06+ months contract opportunity with long-term potential and is located in Colombus, OH ( Hybrid ). Please review the job description below and contact me ASAP if you are interested.

Job ID : 25-93606

Pay Range : $18.50 - $19 / hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.

Key Responsibilities :

  • Hours : 8 hrs. per day || 40 hrs. in a week
  • Credit Check : Due to the fiduciary accountabilities within this job, a valid credit check and / or background check will be required as part of the selection process
  • Start date is flexible.
  • Looking for contingent worker to work 12 PM to 5 PM Monday through Friday.
  • Training will be in office but will only be required to come in 2 days per week either Monday and Tuesday or Tuesday and Wednesday after training is completed.
  • Provides prompt efficient service for assigned product and / or service center internal and external customers.
  • Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy / account product.
  • Reviews, underwrites, and processes applications for client contracts, client withdrawals, and life withdrawals in accordance with government regulations, contract provisions, and internal procedures and controls.
  • Requests additional information when necessary.
  • Communicates with customers, other departments, regional and / or field offices and other industry companies through oral and written communications.
  • Maintains appropriate records.
  • Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
  • Researches and corrects errors.
  • Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
  • Performs other duties as requested.

Key Requirements and Technology Experience :

  • Key Skills; Customer Service, technical proficiency I.e MS office and excel, problem Solving
  • Four years of work experience.
  • Work experience with undergraduate studies preferred.
  • Knowledge : General office practices, customer service, and office equipment.
  • Information systems and insurance / financial services industry practices (i.e. annuities, mutual funds) preferred.
  • Basic mathematics and problem-solving techniques.
  • Excel skills preferred.
  • Ability to prioritize own work within standards.
  • Effective written and oral communication skills to interact with customers, team members, and management.
  • Decision making skills necessary for customer contacts.
  • Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.
  • Decision making skills necessary for problem identification and correction.
  • Proven ability to operate a CRT and PC.
  • Education : High school diploma. Undergraduate diploma desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
  • Our client is a leading Financial Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

    Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here .

    Create a job alert for this search

    Financial Representative • Columbus, OH, US

    Related jobs
    Financial Aid Services Advisor

    Financial Aid Services Advisor

    Paul Mitchell Schools • Columbus, OH, US
    Full-time
    Financial Aid Services Advisor.Join our team! Paul Mitchell The School Columbus is looking for a Financial Aid / Services Leader. The Financial Services Advisor is responsible for providing excellent ...Show more
    Last updated: 30+ days ago • Promoted
    Associate Private Banker - Private Banking COL - Columbus, OH

    Associate Private Banker - Private Banking COL - Columbus, OH

    WesBanco Bank Inc. • Columbus, OH, United States
    Full-time +1
    Associate Private Banker - Private Banking COL.This position is 100% in office.The employee will work full time in an office in a designated WesBanco location. Consideration for location will be.Min...Show more
    Last updated: 26 days ago • Promoted
    Couples Therapist - LISW LPCC IMFT - Outpatient

    Couples Therapist - LISW LPCC IMFT - Outpatient

    LifeStance Health • Circleville, OH, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 30+ days ago • Promoted
    Financial Solutions Advisor - Columbus Market

    Financial Solutions Advisor - Columbus Market

    Columbus Staffing • Columbus, OH, US
    Full-time
    Financial Solutions Advisor - Columbus Market.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.This job is responsible...Show more
    Last updated: 24 days ago • Promoted
    Financial Services Representative

    Financial Services Representative

    Pyramid Consulting • Columbus, OH, US
    Temporary
    Financial Services Representative.Immediate need for a talented Financial Services Representative.This is a 06 months contract opportunity with long-term potential and is located in Colombus, OH (H...Show more
    Last updated: 3 days ago • Promoted
    Travel Physical Therapist (PT) in Circleville, OH

    Travel Physical Therapist (PT) in Circleville, OH

    AlliedTravelCareers • Circleville, OH, US
    Full-time
    AlliedTravelCareers is working with All Medical Personnel to find a qualified Physical Therapist (PT) in Circleville, Ohio, 43113!. Plans and conducts segments of treatment programs designed to rest...Show more
    Last updated: 30+ days ago • Promoted
    Financial Analyst I

    Financial Analyst I

    Express • Columbus, OH, United States
    Full-time
    PHOENIX Retail, LLC is a retail platform operating the Express and Bonobos brands worldwide.Express is a multichannel apparel brand dedicated to a design philosophy rooted in modern, confident and ...Show more
    Last updated: 21 days ago • Promoted
    Financial Professional - OH, Columbus (5202)

    Financial Professional - OH, Columbus (5202)

    Equitable Services • Columbus, OH, United States
    Full-time
    Financial Professional - OH, Columbus (5202) ( 250000IN ).UNITED STATES-OH-Columbus, UNITED STATES-OH-Cleveland.Our network of over 4,300 financial professionals across the U.In total, Equitable Ad...Show more
    Last updated: 28 days ago • Promoted
    Physical Therapist

    Physical Therapist

    Upstream Rehabilitation, Inc. • Delaware, OH, United States
    Full-time +1
    Physical Therapist - Outpatient Ortho.Build Your Outpatient Physical Therapy Career with us!.At Drayer Physical Therapy, part of the Upstream Rehabilitation network, you can focus on patient care w...Show more
    Last updated: 30+ days ago • Promoted
    Manager Claims & Partnerships

    Manager Claims & Partnerships

    InsuranceJobs.com • Ohio, United States
    Full-time
    The Manager of Claims and Partnerships is a unique role managing claims, carrier partnerships, and internal sales of specialty insurance products and programs that support the multifamily and short...Show more
    Last updated: 24 days ago • Promoted
    Freelance Opinion Contributor (Hiring Immediately)

    Freelance Opinion Contributor (Hiring Immediately)

    Maxion Research • Circleville, Ohio, US
    Part-time
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...Show more
    Last updated: 30+ days ago • Promoted
    Financial Services Professional (Columbus)

    Financial Services Professional (Columbus)

    Tailored Management • Columbus, OH, United States
    Full-time
    They are on your side! A leading Fortune 500 insurance and financial services company headquartered in Columbus; Ohio is hiring. If you want to work for a company that provides a great culture, grea...Show more
    Last updated: 3 days ago • Promoted
    Emergency Medicine

    Emergency Medicine

    Team Health • Circleville, Ohio, US
    Full-time
    Emergency Medicine physician job in Ohio : Further your career in emergency medicine with TeamHealth.Deliver safe, high-quality patient care as a physician in our emergency department (ED) team at ...Show more
    Last updated: 30+ days ago • Promoted
    Hospitalist- OhioHealth Berger Hospital

    Hospitalist- OhioHealth Berger Hospital

    HealthEcareers - Client • Circleville, OH, USA
    Full-time
    OhioHealth is hiring a Hospitalist to join OhioHealth Berger Hospital.Join an award winning, physician-led health system that prides itself on an inclusive, collegial and innovative culture.As a Ho...Show more
    Last updated: 30+ days ago • Promoted
    Financial Solutions Advisor - Columbus Market

    Financial Solutions Advisor - Columbus Market

    Bank of America • Columbus, OH, United States
    Full-time
    Financial Solutions Advisor - Columbus Market.Columbus, Ohio;Columbus, Ohio; Middletown, Ohio; Powell, Ohio.To proceed with your application, you must be at least 18 years of age.To proceed with yo...Show more
    Last updated: 20 hours ago • Promoted • New!
    Financial Professional - OH, Columbus (5202)

    Financial Professional - OH, Columbus (5202)

    Equitable Advisors LLC • Columbus, OH, United States
    Full-time
    Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple : to make a difference in the lives of others. If you are passionate about h...Show more
    Last updated: 28 days ago • Promoted
    Financial Professional - OH, Columbus (5202)

    Financial Professional - OH, Columbus (5202)

    Equitable Holdings • Columbus, OH, United States
    Full-time
    Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple : to make a difference in the lives of others. If you are passionate about h...Show more
    Last updated: 26 days ago • Promoted
    Client Partner, Enterprise Sales - Cincinnati, Louisville, Indianapolis

    Client Partner, Enterprise Sales - Cincinnati, Louisville, Indianapolis

    T-Mobile USA, Inc. • , OH, United States
    Full-time +1
    At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation pack...Show more
    Last updated: 30+ days ago • Promoted