Job Description

Are you getting ready for college graduation and looking for your next step? Our client, who is a Fortune 100 Company, is hiring for several Retirement Representatives to begin in early June. There are openings at their headquarters in Columbus, OH, as well as their office in Scottsdale, AZ. If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply here because they're on your side !

Retirement Representative

Location:

• Training (first 4 weeks): 100% WFH
• Post-training: Hybrid; W/TH in the office. M/T/F WFH
• 1000 Yard Street, H Building, Grandview Heights, Columbus OH 43212

*OR*

• 18700 North Hayden Rd., Scottsdale, AZ 85255

Pay: $19/hr

Training Schedule: 9:00am – 5:30pm EST; 100% WFH

Post-Training Schedule: Will be assigned an 8-hour shift between hours of 8am and 11pm EST; A Saturday shift will be required every 2 months or so

Anticipated Start Date: 06/02/2025, depending on onboarding completion

Position Summary:

As a Retirement Representative (internally called a "Solutions Center Representative"), you’ll deliver exceptional service to members, partners, and financial professionals. You’ll understand high-level product/plan requirements in order to best handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships.

Key Responsibilities:

• Handle inbound calls from members, partners and financial professionals
• Interpret policy changes and provide expert guidance
• Maintain records and use insights to enhance customer relationships
• Ensure compliance with industry regulations and company policies
• Educate customers on financial implications, penalties, and plan benefits
• Strive for first-call resolution and collaborate with internal teams on escalated cases when needed
• Participate in career development and goal-setting sessions

Qualifications:

• Education: Recent degree in finance, business, insurance, economics, or communications preferred
• Experience: 1+ year in customer service or sales

Skills:

• Knowledge of various insurance products and the sales process
• Solid understanding of legal implications of certain product features in different states
• Strong communication and problem-solving abilities
• Computer proficiency

Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.

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