Solutions Center Representative

JobDiva, Inc.; Columbus (OH); Hybrid; USD 25,000 - 26,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid sick leave

Job summary

Pyramid Consulting, Inc. is partnering with a client in Grandview Heights, OH for a Solutions Center Representative on a 12-month contract in a hybrid setting. The role supports investment professionals and members, handling inquiries and applying product changes.

Requires 2 years of experience, strong communication, and compliance awareness, with licenses desirable. The position includes benefits such as health insurance, a 401(k) plan, and paid sick leave, with pay range $18–$19/hour.

Qualifications

• High school diploma or equivalent required.
• Undergraduate degree in finance, business administration, insurance, economics, or communications preferred.
• License/Certification/Designation such as ChFC/CLU desirable; FINRA licenses preferred.
• 2 years of experience in customer service or sales related occupations.

Responsibilities

• Handle incoming calls from investment professionals, sponsors, and members.
• Explain and apply product changes and enhancements to customers.
• Document conversations to support relationship building and compliance.
• Ensure compliance with FINRA and state laws.
• Educate customers on tax implications, surrender charges, and plan features.
• Resolve issues to achieve first-time final resolution; escalate when needed.

Skills

Customer service

Communication skills

Problem solving

Office software

Compliance knowledge

FINRA knowledge

Education

High school diploma or equivalent

Undergraduate degree in finance/business preferred

FINRA licenses (preferred)

Tools

CRM software

Microsoft Office

Job description

Immediate need for a talented Solutions Center Representative. This is a 12 Months Contract opportunity with long-term potential and is located in Grandview Heights, OH (Hybrid).

Job ID:26-25634
Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• 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,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:

• Must have skills: - Must have 2 years of experience.
• High school diploma or equivalent required.
• Undergraduate degree in finance, business administration, insurance, economics, communications preferred
• License/Certification/Designation
• ChFC, CLU, other industry designations desirable.
• FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.
• 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.

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.

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