Solutions Center Representative

Pyramid Consulting, Inc; United States; Remote; USD 37,000 - 40,000; Full time

Benefits offered by this job

Health insurance (medical, dental, 
vi

401(k) plan

Paid sick leave

Job summary

Pyramid Consulting, Inc. is seeking a Solutions Center Representative for a 12 month contract, remote in the U.S. The role handles inbound calls from investment professionals and members, servicing current and legacy products, and offering consultative guidance.

Requires 2 years in Banking/Finance, a high school diploma, and familiarity with FINRA regulations; degree in finance/business preferred. Will work with internal partners to resolve issues and drive relationships.

Qualifications

• Must have 2 years experience in Banking, Loans, Mortgage, Underwriting or Finance.
• High school diploma required; bachelor’s degree in finance, business or economics preferred.
• FINRA series 6 and/or 26 licenses desirable and may be required based on product line.
• 1 year of customer service or sales experience.

Responsibilities

• Handle inbound calls from investment professionals, sponsors and members.
• Understand product suites, current and legacy, to service effectively.
• Interpret changes and enhancements to products from daily communications.
• Identify underlying needs and offer consultative guidance.
• Document conversations to support relationship-building strategy.
• Follow FINRA rules and state/federal laws and client policies.
• Educate customers on tax implications, penalties, and plan benefits.
• Resolve issues; escalate when needed with internal partners.

Skills

Customer service

Verbal and written communication

Financial services knowledge

Education

High school diploma

Finance/Business degree preferred

Tools

Office software

Job description

an immediate need for a talented Solutions Center Representative. This is a 12 month contract opportunity with long-term potential and is located in U.S(Remote).

Job Diva ID: 26-27088

Pay Range: $18 - $19/hour.

Employee benefits include, but are not limited to:

• health insurance (medical, dental, vision)
• 401(k) plan
• 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 haves; Must have 2 years of experience in Banking, Loans, Mortgage, Underwriting or Finance.
• 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, colour, 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.