Annuity Support CSR

Are you passionate about helping others and delivering exceptional customer service? Do you have a knack for understanding financial information? Are you looking to start your career in the financial services industry? Yes answers mean this is a great opportunity for you! Our client in Grandview Heights, OH is seeking individuals eager to begin a meaningful career in financial services. This is hybrid work opportunity requiring 2-days per week in the office and it requires the versatility to work anytime between 8:00 AM to 8:00 PM Monday - Friday. This is a financial customer service role taking inbound calls for an Annuities Solutions Center of a national financial services company. (No selling.) You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions. TRAINING will be provided.

salary: $18.5 - $19 per hour
shift: First
work hours: 8 AM - 8 PM
education: Bachelors

Responsibilities

Upon completion of the initial 6-week training period, as an Annuities Financial Services Representative you will receive and respond to incoming calls from investment professionals, plan sponsors and members on a variety of topics.

Responsibliities will include but not be limited to:

• Interpreting and applying all changes and enhancements to new and old products, based on the daily change communications.
• Following established procedures to document a record of the conversations.
• Following all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, company policies, plan documents and state and local laws.
• Educating 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.
• Analyzing problems to determine proper course of action, striving for first time final resolution.

SkillsCustomer ServiceInbound Call Queue ManagementCRM ProficiencyMulti-Screen NavigationActive ListeningConsultative CommunicationProblem SolvingFinancial Services
QualificationsYears of experience: 0 yearsExperience level: Entry Level
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.