What are the responsibilities and job description for the Financial Solutions Center Representative - Remote | WFH position at Get It - Real Estate?
Job Title: Solutions Center Representative - Financial
Location: Remote (with preference for local candidates in Columbus)
Salary: \(18.50 - \)19.00 per hour
Shift: First
Work Hours: 8 AM - 11 PM, Monday - Friday; Saturdays as required
Position Type: Hybrid (2 days in-office, 3 days remote)
Job Overview
Join our esteemed organization as a Solutions Center Representative, where you will play a vital role in delivering exceptional support to our clients’ members, partners, plan sponsors, and investment professionals. This position is designed for individuals who thrive in a dynamic environment and are committed to providing exemplary customer service.
Key Responsibilities
As a valued member of our Solutions Center team, you will have access to various professional development opportunities, enabling you to advance your career within customer service and sales roles.
Company Culture And Values
We are dedicated to fostering an inclusive and collaborative environment. Our team places a premium on understanding our members’ needs and is committed to delivering exceptional service.
Compensation And Benefits
We are proud to be an equal opportunity employer, valuing diversity and encouraging applications from individuals of all backgrounds. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, protected veteran status, or any other legally protected group status.
Accommodations
If you require any reasonable accommodations to facilitate your application or interview process, please contact our HR support team.
How To Apply
This job posting will remain open for thirty (30) days. We eagerly anticipate your application!
Employment Type: Full-Time
Location: Remote (with preference for local candidates in Columbus)
Salary: \(18.50 - \)19.00 per hour
Shift: First
Work Hours: 8 AM - 11 PM, Monday - Friday; Saturdays as required
Position Type: Hybrid (2 days in-office, 3 days remote)
Job Overview
Join our esteemed organization as a Solutions Center Representative, where you will play a vital role in delivering exceptional support to our clients’ members, partners, plan sponsors, and investment professionals. This position is designed for individuals who thrive in a dynamic environment and are committed to providing exemplary customer service.
Key Responsibilities
- Respond to incoming inquiries from investment professionals, plan sponsors, and members across various topics.
- Acquire a deep understanding of our diverse product offerings, including both current products and those that are no longer sold but still require servicing.
- Interpret and implement updates to product features and enhancements based on regular communications.
- Demonstrate consultative expertise by identifying underlying questions and uncovering unarticulated needs.
- Maintain accurate records of interactions and adhere to documentation processes to support our commitment to customer understanding.
- Exceptional Customer Service
- Call Center Support
- Strong Active Listening Abilities
- Professional Telephone Etiquette
- Financial Services Knowledge
- Proficiency in Microsoft Office Suite
- Experience Level: Experienced
- Minimum Years of Experience: 1 year in customer service or sales-related fields.
- Educational Requirement: High school diploma or equivalent is mandatory; a Bachelor's degree in finance, business administration, insurance, economics, or communications is preferred.
- Certifications: ChFC, CLU, or other relevant industry designations are desirable. FINRA series 6 and/or 26 licenses may be required depending on the assigned product or distribution system.
As a valued member of our Solutions Center team, you will have access to various professional development opportunities, enabling you to advance your career within customer service and sales roles.
Company Culture And Values
We are dedicated to fostering an inclusive and collaborative environment. Our team places a premium on understanding our members’ needs and is committed to delivering exceptional service.
Compensation And Benefits
- Salary: \(18.50 - \)19.00 per hour
- Hybrid work structure (2 days in-office, 3 days remote)
- Comprehensive benefits package, including health coverage, incentive and recognition programs, and 401K contributions (eligibility may apply).
We are proud to be an equal opportunity employer, valuing diversity and encouraging applications from individuals of all backgrounds. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, protected veteran status, or any other legally protected group status.
Accommodations
If you require any reasonable accommodations to facilitate your application or interview process, please contact our HR support team.
How To Apply
This job posting will remain open for thirty (30) days. We eagerly anticipate your application!
Employment Type: Full-Time
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