Date Posted: 09/01/2026
Hiring Organization: Rose International
Position Number: 506741
Industry: Insurance
Job Title: Bilingual - Solutions Center Rep
Job Location: Grandview Heights, OH, USA, 43212
Work Model: Hybrid
Work Model Details: 2-days in the office and 3-days at home
Shift: TBD
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 13
Min Hourly Rate($): 20.00
Max Hourly Rate($): 20.00
Must Have Skills/Attributes: Call Center, Customer Service, Phone Support, Sales, Spanish - Bilingual
Experience Desired: Experience in customer service, client support, sales, financial services, insurance, or a related f (1+ yrs); Industry experience is a plus (1+ yrs); Banking/Financial is a huge plus (1+ yrs)
Required Minimum Education: Associate’s Degree
Preferred Education: Bachelor’s Degree
Preferred Certifications/Licenses: FINRA series 6 and/or 26 license
**C2C is not available**
Job Description
Start date: 10/26/26
Required Education:
• Understudies in Finance, Business Administration, Insurance, Economics, Communications, or a related discipline.
Preferred Education:
• Bachelor’s degree in Finance, Business Administration, Insurance, Economics, Communications, or a related discipline.
Required Qualifications:
• At least 1 year of experience in customer service, client support, sales, financial services, insurance, or a related field.
• Strong verbal and written communication skills with the ability to explain complex product, plan, and regulatory information clearly.
• Working knowledge of computers and common office software.
• Ability to analyze customer inquiries, identify root causes, and provide accurate first-contact resolution when possible.
• Ability to follow applicable FINRA regulations, company policies, plan documents, and state and local laws.
Preferred Qualifications:
• Experience with insurance products, financial services, retirement plans, or investment products.
• FINRA Series 6 and/or Series 26 licenses.
• ChFC, CLU, or other relevant financial services industry designation.
• Experience supporting investment professionals, plan sponsors, members, or financial advisors.
• Knowledge of plan/contract features, fees, tax implications, surrender charges, death benefits, lifetime income, and capital preservation.
• Experience using consultative customer service and problem-solving techniques.
Responsibilities:
• Respond to incoming calls from investment professionals, plan sponsors, and members regarding products, plans, contracts, fees, and account inquiries.
• Interpret and apply changes and enhancements across current and legacy products.
• Analyze customer questions to identify underlying needs and provide consultative solutions.
• Document customer interactions accurately and maintain appropriate records.
• Educate customers on applicable product features, tax implications, penalties, surrender charges, benefits, and plan provisions.
• Research and resolve customer issues, escalating complex matters to internal partners when necessary.
• Ensure all interactions comply with FINRA requirements, company policies, plan documents, and applicable laws.
• Apply lean problem-solving practices and participate in team meetings and process-improvement activities.
• Build product and regulatory knowledge through ongoing development and leadership coaching. - **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.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
I am very happy with the Rose International, and the professionalism of the employees.
Robin, Consultant
I believe the best thing that Rose HR has going for it is the incredible responsiveness. Everyone is very quick to reply to any concerns, and contacts the contracted employees very quickly and efficiently.
Kevin, Consultant
Thanks for the opportunity. If in the future I ever need a job, I would like to work for Rose International.
David, Consultant
You are customer service oriented. No matter whether it was the Recruiter or someone in Human Resources/Payroll, you were responsive. That to me is key!
Tonya, Consultant
Rose International has been great to me. I thank everyone there for all of their hard work; it has not gone unnoticed.
Melody, Consultant
EMPLOYEE COMMENTS