Employer: Randstad
Job details
- salary: $18 – $19 per hour
- shift: First & Second
- work schedules between: 8 AM – 8 PM (M-F) & 9 AM – 6 PM (SAT)
- education: Associates or Bachelors
Are you passionate about assisting others? Would you like to start a career in Finance? In this role you will be consulting with participants, plan sponsors, and other investment professionals regarding retirement planning.
- Considering remote applicants both in Ohio or out of state
- (This is not a sales role all calls are inbound)
- Core Business hours – 8 am – 8 pm M – F (may work an occasional Saturday) 9 am – 6 pm ( must have OPEN availability ) ( variable schedule )
- Training – 5 weeks – variable schedule
- Weekly Pay + Benefits ( pay increase once hired permanently )
- Temp to Hire role; conversion is typical in 6 – 9 months
- The Financial Services and Insurance Org will sponsor the Finra Series 6 once converted into a full time employee
Responsibilities
As a Representative, you’ll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will learn about and understand regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions.
- Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics
- Interpreting and applying all changes and enhancements to new and old products
- Maintains a record of the conversations and follows a process of documentation
What you will need
- Ability to make decisions with moderate oversight.
- Solid verbal and written communication skills
- Ability to research issues and determine optimal resolution.
- Problem identification and correction
- Analytical
Qualifications
Education:
- High School diploma required; will consider 2 or more years of insurance and financial services industry experience in lieu of a Graduate degree
- Graduate studies in Business, Finance, Communications, or Economics preferred.
- Experience: Customer service – 1 to 2 years retail, sales, phone, etc.
Skills
- Financial Services
- Communication
- Microsoft Office
- Finance
- Customer Service
- Data Entry
- Adapting to Change
- Retirement planning
- Analytical Thinking
- Interpersonal Skills
- Securities Knowledge
- Retirement products
- Advising
APPLY HERE