Client Services Pro: Paid Finance Certifications & Growth

Tailored Management; Columbus (OH); Hybrid; USD 40,000 - 50,000; Full time

Benefits offered by this job

Career development opportunities

SIE/Series 6 certifications paid by the company

Job summary

A Fortune 500 insurance and financial services company in Columbus is looking for a Recruiting Consultant. The successful candidate will handle customer inquiries, provide expert guidance on insurance products, and maintain strong relationships with clients. This entry-level, full-time role offers career advancement opportunities with employer-paid training for SIE/Series 6 certifications. The position is fully onsite initially, transitioning to a hybrid model upon conversion to full-time employment.

Qualifications

• High school diploma or equivalent is required; Recent degree in finance, business, insurance, economics, or communications preferred.
• 1+ year in customer service or sales experience.
• Knowledge of various insurance products and the sales process.

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.

Skills

Knowledge of various insurance products

Strong communication abilities

Problem-solving abilities

Education

High school diploma or equivalent

Degree in finance, business, insurance, economics, or communications

Job description

A Fortune 500 insurance and financial services company in Columbus is looking for a Recruiting Consultant. The successful candidate will handle customer inquiries, provide expert guidance on insurance products, and maintain strong relationships with clients. This entry-level, full-time role offers career advancement opportunities with employer-paid training for SIE/Series 6 certifications. The position is fully onsite initially, transitioning to a hybrid model upon conversion to full-time employment.