Financial Representative

Randstad USA; Columbus (OH); Hybrid; USD 25,000 - 28,000; Full time

Benefits offered by this job

Health benefits

Weekly pay

5 weeks paid training

Job summary

Randstad USA is assisting a Fortune 100 company in Columbus, OH, seeking driven customer service professionals for a Financial Services support role. The position offers a mix of remote and hybrid work, with a 38.75-hour week and 8am–8pm EST coverage.

Training spans five weeks, and a Series 6 license may be required in the future. Responsibilities include handling inbound calls from investment professionals, plan sponsors, and members, educating on retirement planning topics, and ensuring

Qualifications

• High school diploma or equivalent required.
• Undergraduate degree in Finance, Business Administration, Insurance, Economics, or Communications preferred.
• 2 years of customer service experience in banking, financial services, retail, sales or hospitality.
• A SERIES 6 LICENSE WILL EVENTUALLY BE REQUIRED.

Responsibilities

• Answer inbound calls from investment professionals, plan sponsors, and members, providing comprehensive support across current and legacy product suites.
• Educate customers on financial topics such as tax implications, penalties & surrender charges, lifetime income, and plan/contract benefits.
• Interpret and apply changes to product policies, ensuring compliance with FINRA, licensure, company and state/local regulations.
• Analyze complex problems to determine proper action and pursue first-time final resolution.
• Participate in team meetings and lean methodology to improve efficiency and quality.
• Maintain meticulous records of conversations and adhere to documentation processes.

Skills

Active Listening

Telephone Etiquette

Typing Skills

Basic Computer Skills

Customer Service

Financial Services

Financial advising

Time Management

Microsoft Office

Adapting to Change

Basic Software Skills

Banking

Call Center

Education

High school diploma

Undergraduate degree in Finance, Business Admin, Insurance, Economics, or Communications

Job description

Interested in taking on a new challenge in the Financial Services industry? Or, maybe you are seeking entry into the industry? Either way; if you have a background in customer service, retail sales, banking or finance, let's talk!

A leading employer in the insurance and financial services industry wants you to work for them. Our client is a U.S. based Fortune 100 company headquartered in Columbus, Ohio. They have a history of strength and stability dating back 100 years. Their commitment is to help America successfully prepare for and live in retirement. Thishas earned them a place on Fortune's 100 Best Companies to Work For...11 years in a row!

Join the Financial Services team that assists participants, plan sponsors and brokers with account maintenance and answering general questions about planning for retirement.

About this position:

• Start Date: October 26,2026
• Pay Rate: $19/hr.
• Office Hours: 8am - 8pm Mon - Fri. Candidates will be scheduled for a 38.75 work week
• Schedules are variable and open availability between 8am - 8pm EST is required for consideration
• Health Benefits and weekly pay
• 5 weeks paid training (Mon-Friday 10 am -6:30 pm EST)

This role offers remote and hybrid potential.

• Within 35 miles of our offices?Hybrid schedule with2 days/week onsiteis required. We will consider remote workers who resides outside of the 35 miles radius of Columbus OH.
• Considering candidates who reside in EST and CST time zone only
• Career growth opportunities after 12 months with pay increase.

Responsibilities

What you will do:

• Answer inbound calls from investment professionals, plan sponsors, and members. You will field complex inquiries, providing comprehensive support across the full range of product suites, including both current and legacy offerings.
• Educate customers on crucial financial topics such as tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation, and plan/contract benefits.
• Interpret and apply daily changes and enhancements to product policies ensuring all interactions and advice comply with strict FINRA, professional licensure, company, and state/local regulations.
• Analyze complex problems to determine the proper course of action, aiming for first-time final resolution. Effectively collaborate with internal partners for escalated issues.
• Participate in problem-solving meetings and team huddles, integrating lean methodology into daily interactions to drive efficiency and quality.
• Maintain meticulous records of conversations and adhere to all documentation processes to support the member-centric relationship strategy.

Education:

High school diploma or equivalent required. Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred

Experience:

2 years customer service experience in banking, financial services, retail, sales and/ or hospitality experience

• A SERIES 6 LICENSE WILL EVENTUALLY BE REQUIRED

Skills

• Active Listening
• Telephone Etiquette
• Typing Skills
• Basic Computer Skills
• Customer Service
• Financial Services
• Financial advising
• Time Management
• Microsoft Office
• Adapting to Change
• Basic Software Skills
• Banking
• Call Center

Qualifications

• Years of experience: 2 years
• Experience level: Entry Level

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including:

• medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility)

This posting is open for thirty (30) days.

Experience

• Entry Level
• 2 years

Education

• Bachelors