Date Posted:

03/13/2025 Hiring Organization:

Rose International Position Number:

479635 Job Title:

Life Solution Center Representative Job Location:

Grandview Heights, OH, USA, 43212 Work Model:

Onsite Shift:

Variable Employment Type:

Temp to Hire Estimated Duration (In months):

13 Min Hourly Rate ($):

19.00 Max Hourly Rate ($):

19.00 Must Have Skills/Attributes:

Customer Service, Verbal Communication, Written Communication Nice To Have Skills/Attributes:

Banking/Financial, Hospitality, Insurance

Job Description

Required Education: • High School Diploma with 2+ years of banking, Financial or non-medical insurance

Preferred Education: • Associate or bachelor’s Degree a plus, not required • License/Certification/Designation: ChFC, CLU, other industry designations desirable, however not required

Required 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 • 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

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. Additionally, you’ll effectively interpret and articulate Client marketing strategies when communicating with customers.

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 • Maintains a record of the conversations and follows a process of documentation to support our strategy • Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Client 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 • Develops and grows through monthly individual meetings with leadership to set in place a career path strategy

Hours: • Training weeks 1-4, Monday-Friday, 9:00-5:30 EST • Week 5 and after, variable shift Monday-Friday, 8:00-8:00 EST

**Only those lawfully authorized to work in the designated country associated with the position will be considered. **

**Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements. **

Benefits: For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity: For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.