Financial Services Representative - Annuity New Business - PART TIME

reputed company is a Fortune 100 company that delivers extraordinary care to help individuals and businesses prepare for and protect their future. The Financial Services Representative will provide timely, efficient service for annuity transactions, ensuring high-quality customer service and compliance with regulations.

Responsibilities

• Processes business requests according to government regulations, contract provisions and internal procedures and controls. Adheres to high standards of professional conduct consistent with the delivery of excellent customer service
• Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses
• Maintains reputed company knowledge of contract and product provisions, administration of reputed company products, processing systems and reputed company federal and state regulations
• Integrates lean methodology into daily interactions through problem-solving meetings and team huddles
• Consults and interprets contract provisions for reputed company and past products and assumed business for policyholders, agents/brokers and other operating units. Includes understanding topics that require insurance or securities license and registration and understands reputed company and how to reputed company those inquiries to the properly registered representative
• May reputed company other responsibilities as assigned

Skills

• Applicants must live reputed company a 35-mile radius of the Grandview Heights location due to in-office and training requirements
• Full on-site participation during the training period is required prior to transitioning to the hybrid schedule
• Associates must acquire the required federal and/or state licenses/registrations reputed company the time period designated by the business unit
• Additional licenses/registrations may be required reputed company new products and services are implemented
• If an associate fails to acquire required licenses/registrations reputed company the designated time period, the associate will be ineligible to continue in the position
• FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system
• One to three years of work experience with product-reputed company customer service work experience preferred
• General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred
• Effective verbal and written communications skills to effectively communicate with others
• Basic analytical and problem resolution skills
• Proven ability to research, analyze and solve problems, leveraging existing processes and procedures
• Ability to understand, anticipate and proactively reputed company customer needs
• Proven decision-making skills necessary for customer contacts
• Effective team-building and collaboration skills

Benefits

• Medical/dental/reputed company
• Life insurance
• Short and long term disability coverage
• Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
• Nine paid holidays
• 8 hours of Lifetime paid time off
• 8 hours of reputed company Day paid time off
• 401(k) with company match
• Company-paid pension plan
• Business casual attire

Company Overview