Solutions Center Representative

Randstad is seeking experienced Solutions Center Representatives to provide customer support to 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.

This is a hybrid position, located in Columbus, OH. Local candidates are preferred as relocation cost reimbursement is not available for this position.

You must have open availability to work - Monday - Friday from 8am - 11pm and Saturday from 9am - 6pm.

What you will do:

• Receive and respond to incoming calls from investment professionals, plan sponsors and members on a variety of topics. You will need to understand the different product suites, including current line-up and products no longer sold that still require servicing.
• Interpret and apply all changes and enhancements to new and old products, based on the daily change communications.
• Maintain 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.
• Follow all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, policies, firms, plan documents and state and local laws.
• Educate 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.
• Analyze problems to determine proper course of action, striving for first time final resolution.

Must Haves:

• High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
• 2 years of customer service experience in financial services, banking, retail sales and / or hospitality services.
• Proficiency with computers and Microsoft 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.
• License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.

For immediate consideration, send your resume to suzanne.hollnagel@randstadusa.com.