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Sales - Solutions Center Representative

Sales - Solutions Center Representative

Rose InternationalGrandview Heights, OH, US
19 hours ago
Job type
  • Full-time
  • Temporary
Job description

Date Posted : 11 / 06 / 2025

Hiring Organization : Rose International

Position Number : 491096

Industry : Insurance

Job Title : Sales - Solutions Center Representative

Job Location : Grandview Heights, OH, USA, 43212

Work Model : Hybrid

Work Model Details : 2-days in the office and 3-days at home

Shift : Training : 9 : 30 -6

After training : must be flexible to work 8a-8p

Employment Type : Temporary

FT / PT : Full-Time

Estimated Duration (In months) : 13

Min Hourly Rate ($) : 19.00

Max Hourly Rate ($) : 19.00

Must Have Skills / Attributes : Customer Service, Phone Support, Sales, Verbal Communication

Experience Desired : Banking / Finance (1 yrs); Insurance is a huge plus (1 yrs)

Required Minimum Education : Associate degree

Preferred Education : Bachelor’s Degree

Preferred Certifications / Licenses : FINRA series 6 and / or 26 license

  • C2C is not available

Job Description

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.

    • Experience :

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

    • Knowledge, Skills and Ability :

  • 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.

    • Job Profile Summary :

  • 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 articulate Client marketing strategies when communicating with customers.

    • 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 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.
  • Analyzes 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.

    • Benefits :

    For information and details on employment benefits offered with this position, please visit here. Should you have any questions / concerns, please contact our HR Department via our secure website.

    California Pay Equity :

    For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

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    Sales Representative • Grandview Heights, OH, US

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