Date Posted : 02 / 04 / 2025
Hiring Organization : Rose International
Position Number : 477734
Job Title : Retirement Solutions Center Representative
Job Location : Scottsdale, AZ, USA, 85255
Work Model : Hybrid
Shift :
Training Hours : 8-5 After Training Hours : Variable Shift Assigned (8AM-11PM)
2 days in the office
3 days remote
Employment Type : Temporary
Estimated Duration (In months) : 13
Min Hourly Rate ($) : 19.00
Max Hourly Rate ($) : 19.00
Must Have Skills / Attributes : Banking / Financial, Customer Service, Hospitality, Insurance, Sales
Job Description
Required Education :
- Associate or bachelor’s Degree
Required Experience :
One year of experience in customer service in sales, banking or financial related occupationsMust have stable work historyLicense / Certification / Designation :
Client will assist to obtain licensesRequired Knowledge, Skills and Ability :
Knowledge of various insurance products and the sales processExcellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office softwareAbility to understand general aspects of plan / contract and utilizes technology to enhance conversations with customersOther criteria, including leadership skills, competencies and experiences may take precedenceRetirement Solution Center Representative 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 servicingResponsible 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 needMaintains 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 deeperFollows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Client policies, firms, plan documents and state and local lawsEducates customers to ensure understanding of tax implications, penalties / surrender charges, death benefit protection, lifetime income, capital preservation and / or benefits pertaining to the plan / contractAnalyses 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 huddlesDevelops 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 assignedOnly 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.
