Solutions Center Representative

Pyramid Consulting, Inc; Grandview (OH); Hybrid; USD 25,000 - 26,000; Part time

Job summary

Pyramid Consulting, Inc. is seeking a Solutions Center Representative for a 12 Months Contract in Grandview Heights, OH. The role handles inquiries from investment professionals and plan members, applying product changes and policy guidelines to improve service and compliance.

Responsibilities include documenting conversations, educating customers on plan features, and driving issue resolution. The position requires relevant experience, strong communication, and knowledge of insurance products

Qualifications

• 2 years of experience in a relevant role.
• Strong verbal and written communication abilities.
• Knowledge of insurance products and sales processes.
• Familiarity with FINRA rules and state/local laws.

Responsibilities

• Handle incoming calls from investment professionals, plan sponsors and members on product-related topics.
• Interpret and apply changes to products, proactively identifying customer needs.
• Document conversations to strengthen member relationships.
• Ensure compliance with FINRA and other licensure requirements and applicable laws.
• Educate customers on tax implications, charges and benefits of plan/contracts.
• Analyze problems to drive first-time resolution and coordinate with internal teams as needed.
• Participate in monthly leadership meetings to outline career path and goals.

Skills

Communication skills

Customer service

Problem solving

Teamwork

Education

High school diploma

Undergraduate degree in finance, business administration, insurance, economics, or communications

Tools

FINRA licenses

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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