Date Posted: 01/16/2026
Hiring Organization: Rose International
Position Number: 495743
Industry: Insurance
Job Title: Retirement Solutions Center Representative
Job Location: Scottsdale, AZ, USA, 85255
Work Model: Hybrid
Work Model Details: 2 Days Onsite/3 Days Remote
Shift: Variable Shift. Training Hours: 8-5. After Training Hours: Variable Shift Assigned (Mon-Fri, 6AM-9PM) and rotational Saturdays from (8-5), all contractors are expected to be able to work a shift within these hours. Saturdays are a rotational basis; reps work one Saturday every 4 to 6 weeks depending on need
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 Support
Nice To Have Skills/Attributes: Banking/Financial, Insurance, Sales
Experience Desired: Experience in customer service, sales related occupations or hospitality (1 yrs)
Required Minimum Education: Associate’s Degree
Preferred Education: Bachelor’s Degree
**C2C is not available**
Job Description
Required Education:
• Associates
Preferred Education/Certification/License:
• Bachelor’s Degree (finance, business administration, insurance, economics, or communications)
• 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
Required Experience:
• One year of experience in customer service, sales related occupations or hospitality.
• 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
Preferred Experience:
• 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
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.
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
• 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
- **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.).
It is a great pleasure being a part of the Rose International Team.
Toni, Consultant
I had a very positive experience working for Rose. The entire process is very efficient and easy.
Joanne, 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
Your team at Rose International is always very helpful and responsive.
Barbara, Consultant
The interactions that I have had with your representatives have always been prompt and very professional. I am very pleased and impressed with your company and services.
Sioe, Consultant
EMPLOYEE COMMENTS