Solutions Center Representative

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

Job summary

Pyramid Consulting, Inc. is seeking a Solutions Center Representative for a 12-month remote contract in the United States.

The role involves handling calls from investment professionals, sponsors and members, understanding product lines, and applying daily changes to ensure accurate servicing. Candidates should have at least two years in banking or finance, a high school diploma or higher, and familiarity with FINRA rules and insurance products.

Qualifications

• 2 years of experience in Banking, Loans, Mortgage, Underwriting or Finance.
• High school diploma or equivalent required; finance-related degree preferred.
• FINRA licenses such as 6/26 desirable depending on product/line of business.
• 1 year of customer service experience required.
• Knowledge of insurance products and the sales process.
• Understand state laws and FINRA rules.

Responsibilities

• Receives and responds to incoming calls from investment professionals, sponsors and members.
• Understands product suites, including current line-up and legacy servicing.
• Applies changes and enhancements per daily communications.
• Identifies underlying questions to offer consultative guidance.
• Documents conversations to support relationship strategy and growth.
• Follows FINRA rules and related laws for compliance.
• Educates customers on tax implications, penalties and benefits.
• Analyzes problems to determine proper action and aims for first-time resolution.
• Collaborates with internal partners to resolve escalated issues.
• Participates in monthly leadership meetings to set career path strategy.
• May perform other duties as assigned.

Skills

Customer service

Communication skills

Problem solving

Finance knowledge

Education

High school diploma or equivalent

Undergraduate finance/business degree preferred

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 US (Remote).

Job ID:26-24439

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, client's 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 in Banking, Loans, Mortgage, Underwriting or Finance.
• Education: 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.
• 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.

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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