What are the responsibilities and job description for the Bilingual Retirement Solutions Center Representative position at Rose International?
Required Language :
Bilingual - English and Spanish
Required Education :
Associates or Bachelor’s Degree (finance, business administration, insurance, economics, or communications)
Required Experience :
One year of experience in customer service, sales related occupations or hospitality
Position 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. 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
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
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, when necessary, works with internal partners to resolve escalated issues
Integrates lean methodology into daily interactions through problem-solving meetings and team huddles
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
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
Experience and Skills :
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
Understands the consequences of not following the FINRA rules and regulations
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
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.
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