A leading Fortune 100 insurance and financial services company headquartered in Columbus, Ohio is hiring! If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join the team!

Finance Customer Service Representative

Area: Deferred Compensation (Public Retirement)

Pay Rate: $19 per hour, paid weekly

Location of Assignment: 257 E. Town Street, Suite 457, Columbus, OH, 43215

• Completely onsite to start
• Eventually moves to hybrid schedule (2 or 3 days in office, others WFH)

Schedule : 40 hours/week; Regular business hours

Target Start Date: 02/10/25; or upon completion of new hire onboarding

Job Profile Summary:

As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals.

You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success.

**PLEASE NOTE: One of requirements of this role is to study for and eventually pass the SIE (Securities Industry Essentials) exam. Our client provides the study materials, pays for your exam and even gives you ample study time on the job! **

Key Responsibilities:

• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics.
• 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.
• 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.
• 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.

Education:

Undergraduate degree in finance, business administration, insurance, economics, communications preferred.

Experience:

One year of experience in customer service or sales-related occupations.