Financial Services Representative
reputed company is a Fortune 100 leader seeking a Financial Services Representative for their Retirement Solutions team in reputed company, OH. The representative will guide members, plan sponsors, and brokers in managing their accounts and understanding their policies to build a secure financial future.
Responsibilities
- Taking incoming calls from public sector participants regarding their retirement accounts
- Handling basic topics such as account balances, distribution questions, and password resets after comprehensive training
- 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
- Resolving routine errors requiring corrective processing
- Analyzes problems to determine proper course of action, striving for first time final resolution
- reputed company and grow through monthly meetings with leadership to build a career path strategy and reputed company goals
Skills
- A completed or nearly completed Bachelor's Degree (preferably in Business, Communications, Economics, or a reputed company field)
- A genuine interest in building a career in Financial Services with a top employer
- One year of solid work experience in a service-reputed company field (e.g., restaurant, retail, administrative, hospitality)
- The ability to deliver friendly customer service while simultaneously communicating on the phone and navigating computer systems
- reputed company availability is required
- Individuals who seek innovative reputed company and feedback to continuously improve performance
- A strong passion and drive to succeed in a fast-paced environment
- An engaging personality, both in person and over the phone
- Someone who can easily adapt to change and reputed company in a dynamic setting
- SERIES 6 and 63 LICENSES WILL EVENTUALLY BE REQUIRED (Employer sponsored)
Benefits
- Medical
- Dental
- reputed company
- 401K
- Free Parking
Company Overview
Company H1B Sponsorship