Solutions Center Rep

Immediate need for a talented Solutions Center Rep . This is a 12 months contract opportunity with long-term potential and is located in Grandview Heights, OH (Hybrid) . Please review the job description below and contact me ASAP if you are interested.

Job ID : 25-92503

Pay Range : $18 - $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.
• Training is a total of 5 weeks, hybrid. 2 days in the office and 3 days at home.
• Training weeks 1-4 Monday-Friday hours are 9 : 00-5 : 30 EST. Tuesday and Wednesday are office training days.
• Week 5 Flexible Hours Monday - Friday 8 : 00-8 : 00 EST.
• Post Training Schedule is Hybrid. 2 days in the office and 3 days at home. After training hours are flexible M-F 8 : 00-8 : 00 EST.
• 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 service.
• Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change of communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
• Maintains a record of 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, work 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.

Key Requirements and Technology Experience :

Our client is a leading Insurance 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.

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