Job Details

Immediate need for a talented Solutions Center Rep. This is a 12+months contract opportunity with long-term potential and is located in Grandview Heights OH (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID: 25-85491

Pay Range: $18 - $18.50/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.

Key Responsibilities:

• Hours: 8 hrs. per day || 40 hrs. in a week
• Initial training period is 6-weeks from 9:00-5:30 EST. Hybrid: 2-days in the office and 3-days at home.
• Training weeks 1-5 Monday-Friday hours are 9:00-5:30 EST.
• Week 6 Flexible Hours Monday - Friday 8:00-8:00 EST.
• Post Training Schedule is Hybrid. 2-days in the office and 3-days at home. Also, after the training period, it will be a variable schedule and the shift could be any time between 8:00 AM and 8:00 PM EST, Monday - Friday and can change from week to week.
• Class starts 11/3/2025.
• 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, Nationwide 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.

Key Requirements and Technology Experience:

• Key Skills; Customer Service Skills
• Financial/Insurance Background Preferred
• Associate/Bachelor's Degree preferred
• High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
• 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: One year of experience in customer service, sales related occupations.
• 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.
• Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.

Our client is a leading financial services Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

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