Immediate need for a talented Financial Service Representative. This is a 12+ Months Contract opportunity with long-term potential and is located in Scottsdale, AZ (Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID:26-33533
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 the current lineup 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 conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and using 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 the 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 establish a career path strategy.
- Sets 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:
- High school diploma or equivalent required.
- Undergraduate degree in Finance, Business Administration, Insurance, Economics, Communications, or a related field preferred.
- One year of experience in customer service or sales-related occupations required.
- Knowledge of various insurance products and the sales process.
- Solid understanding of state and local laws necessary to understand the legal implications of certain product features in different states.
- Understanding of the consequences of not following 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 plans/contracts and utilize technology to enhance conversations with customers.
- Strong analytical and problem-solving skills.
- Ability to identify customer needs and provide consultative support.
- Strong attention to detail and ability to follow established processes, policies, and regulatory requirements.
- Other criteria, including leadership skills, competencies, and experiences, may take precedence.
Our client is a leading financial services Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
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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