Financial Representative

Randstad; Columbus (OH); Hybrid; USD 21,593 - 30,754; Full time

Benefits offered by this job

Health Benefits

Weekly pay

Paid SERIES 6 LICENSE

Paid training

Job summary

A leading staffing agency is looking for candidates for an entry level role in Finance, Wealth Management, or Retirement Planning in Columbus, OH. This position offers a hybrid work schedule, 5 weeks of paid training, and career growth opportunities. Candidates will engage with clients about retirement planning while developing critical financial skills. The job requires a consultative sales aptitude and provides health benefits along with the potential for pay increases after 12 months.

Qualifications

• Have a consultative sales aptitude and enjoy interacting with customers.
• Financial services experience is a plus, but not necessary.
• 2 years customer service experience in banking, financial services, retail, sales, and/or hospitality.

Responsibilities

• Field an average of 50 - 60 inbound private client calls per day.
• Interpret and apply all changes to new and old products.
• Cross-sell unfamiliar product lines to meet business goals.
• Maintain a documented record of conversations for learning purposes.
• Utilize virtual technology and social media for enhancing experiences.
• Ensure compliance with all rules and regulations.

Skills

Consultative sales aptitude

Customer interaction

Proficiency with computers

Excellent verbal communication

Excellent written communication

Education

High school diploma or equivalent

Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications

Job description

Do you have an interest or passion for Finance, Wealth Management or Retirement Planning? This is an entry level role where you will gain the knowledge to assist others with their financial goals.

Details:

• Start Date: 3/9/26
• Pay Rate: $19/hr.
• Hybrid Work Schedule. Monday/Thursday/Fridays WFH and Tues/Wed in office - 1000 Yard St Grandview Heights, OH 43212.
• Office Hours: 8am - 8pm Mon - Fri. Candidates will be scheduled for a 38.75 work week
• 5 weeks paid training – 10-6:30 Monday - Friday
• Health Benefits and weekly pay!
• Career growth opportunities after 12 months with pay increase!
• Paid SERIES 6 LICENSE!
• Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred!

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

Responsibilities

• Fielding an average of 50 - 60 inbound private client calls per day from members, plan sponsors and brokers regarding Financial Services and Retirement planning; discussing plan options and updating account information.
• Interpret and apply all changes and enhancements to new and old products
• Cross-sells unfamiliar product line to support strategy of all business lines meeting goals
• Identifies the root cause to proactively offer consultative expertise and uncover the unstated need
• Maintains a documented record of conversations to best learn from customers
• Utilizes virtual technology and social media to enhance customer, financial advisor, and agent experience
• Follows all rules and regulations to ensure compliance.

What you need

• Have a consultative sales aptitude and enjoy interacting with customers and helping others
• Financial services experience is a plus, but not necessary
• Highly engaged, grateful, and humble attitudeExcellent verbal and written communications
• Proficiency with computers and common office software

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 and 63 LICENSE WILL EVENTUALLY BE REQUIRED

Interested?

Make sure your resume is up to date and forward it to [e-mail] for consideration. Thank you and we look forward to connecting with you!