NEW JOB OPENING
SALES - SOLUTIONS CENTER REP
IN Columbus, OH, USA!

Description:

• 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.



Key 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

• When necessary, works 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.



Education:

• High school diploma or equivalent required

• Undergraduate degree in finance, business administration, insurance, economics, communications preferred.



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.



Experience:

• One year of experience in customer service, sales related occupations.



Knowledge, Skills and Ability:

• 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

• 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.

• **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.**