Entry-Level Retirement Plan Specialist - Financial Services

Randstad USA

Columbus (OH)

On-site

USD 22,000 - 31,000

Full time

14 hours ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Free Parking
Weekly Pay and Health Benefits
Finra study materials and exams
Pay increase within 6-12 months
Career mobility within a Fortune 100

Job summary

Randstad USA in Columbus, OH seeks two Financial Representatives to join the Retirement Plan Inbound Solution Center. Recent grads will help city and state employees with retirement account maintenance and planning, with training and support across the organization.

This entry-level role offers hours Monday-Friday 8 am-5 pm, weekly pay, health benefits, and FINRA study materials. A bachelor's degree is preferred, with opportunities for advancement within a Fortune 100 company after one year of

Qualifications

  • Bachelor's degree completed or in progress in a related field
  • Experience delivering friendly customer service over the phone
  • Ability to navigate computer systems while talking with customers

Responsibilities

  • Take incoming calls from participants regarding retirement accounts
  • Answer questions and educate customers on products to support sales objectives
  • Uncover routine sales opportunities and market products to support sales objectives
  • Build meaningful connections with customers via phone inquiries
  • Review and interpret records to assist decisions

Skills

Customer service
Phone communication
Computer proficiency
Interpersonal skills

Education

Bachelor's degree in progress or completed

Tools

Microsoft Office

Job description

Randstad USA in Columbus, OH seeks two Financial Representatives to join the Retirement Plan Inbound Solution Center. Recent grads will help city and state employees with retirement account maintenance and planning, with training and support across the organization.

This entry-level role offers hours Monday-Friday 8 am-5 pm, weekly pay, health benefits, and FINRA study materials. A bachelor's degree is preferred, with opportunities for advancement within a Fortune 100 company after one year of

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Customer Service, Financial Representative
Customer Service, Financial Representative

Randstad USA • Columbus (OH)

On-site
USD 22,000 - 31,000
Free Parking
Weekly Pay and Health Benefits
Finra study materials and exams
+2
Retirement Plan Education Specialist
Retirement Plan Education Specialist

Nationwide • Columbus (OH)

On-site
USD 52,000 - 97,000
Medical/dental/vision insurance
Life insurance
Disability coverage
+3
Life & Financial Services Support Specialist (Hybrid)
Life & Financial Services Support Specialist (Hybrid)

Randstad USA • Columbus (OH)

Hybrid
USD 35,100 - 42,900
Health Benefits
Free Parking
Career growth opportunities
Entry-Level Financial Services Associate | Hybrid| Training
Entry-Level Financial Services Associate | Hybrid| Training

Randstad NV • Columbus (OH)

Hybrid
USD 21,593 - 30,754
Health Benefits
Weekly pay
Paid SERIES 6 LICENSE
+1
Solutions Center Representative (Financial Services)
Solutions Center Representative (Financial Services)

Randstad USA • Grandview Heights (OH)

Hybrid
USD 22,000 - 31,000
Senior Client Service Analyst, Retirement Plans
Senior Client Service Analyst, Retirement Plans

NBMBAA • Columbus (OH)

Hybrid
USD 55,000 - 102,000
Customer Service: Financial Service Representative
Customer Service: Financial Service Representative

Randstad NV • Columbus (OH)

On-site
USD 21,593 - 30,754
Free Parking
Weekly pay
Health Benefits
+1
Financial Representative
Financial Representative

Randstad NV • Columbus (OH)

Hybrid
USD 21,593 - 30,754
Health Benefits
Weekly pay
Paid SERIES 6 LICENSE
+1
Remote Retirement Plan Specialist - Entry Level
Remote Retirement Plan Specialist - Entry Level

Guidant Financial • Mesa (AZ)

Remote
USD 26,139 - 37,229
Comprehensive health coverage
Competitive salary
Paid parental leave
+5
Retirement Wealth Advisor - Onsite in Columbus
Retirement Wealth Advisor - Onsite in Columbus

Lifetime Financial Growth • Columbus (OH)

On-site
USD 60,000 - 80,000