Solution center Rep- Bilingual

Pyramid Consulting, Inc; United States; Remote; USD 25,000 - 26,000; Full time

Benefits offered by this job

Health insurance (medical, dental, vis

401(k) plan

Paid sick leave

Job summary

Pyramid Consulting, Inc. has an immediate opening for a Solution center Rep- Bilingual on a 12+ month contract, remote within the United States.

The role focuses on providing exceptional service to members, partners, sponsors and investment professionals while resolving general account questions. Requirements include a high school diploma (an undergraduate degree is preferred), about one year of customer service experience, and solid communication skills.

Qualifications

• High school diploma or equivalent required.
• Undergraduate degree in finance, business, insurance, economics, or communications preferred.
• 1 year of customer service experience.

Responsibilities

• Provide care to members, partners, plan sponsors and investment professionals.
• Analyze general account questions and plan inquiries for resolution.
• Interpret and articulate marketing strategies when communicating with customers.
• Handle incoming calls from investment professionals, sponsors and members.
• Understand product suites and servicing needs for current and legacy products.
• Apply changes to products per daily communications.
• Document conversations to support customer relationship strategies.
• Comply with FINRA rules and local laws.

Skills

Customer service

Communication

Regulatory knowledge

Tech proficiency

Education

High school diploma

Undergraduate degree preferred

Tools

FINRA rules

Job description

Immediate need for a talented Solution center Rep- Bilingual. This is a 12+ Months Contract opportunity with long-term potential and is located in US (Remote). Please review the job description below and contact me ASAP if you are interested.

Job ID:26-31466

Pay Range: $18 - $19/hour.

• Health insurance (medical, dental, vision)
• 401(k) plan
• Paid sick leave (depending on work location)

Key Responsibilities

• 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 Nationwide's marketing strategies when communicating with customers.
• 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, Nationwide 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.

Key Requirements and Technology Experience

• Education: High school diploma or equivalent required.
• Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
• Experience: One year of experience in customer service, sales related occupations.
• 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.
• Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.

Our client is a leading Insurance Industry and we are currently interviewing to fill this and other similar contract positions.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.