Employer: Randstad
Would like you like to get your foot in the door with a Fortune 100 Financial Services Organization headequarted in Columbus, OH? If you have a positive, professional demeanor and understand the importance of making and keeping loyal customers happy, this opportunity is perfect for you!
- Start date – August 22nd
- Hours – Reps are scheduled 8 hour shiftswithin CORE Business Hours of 8 am – 11 pm M – F & 9 am – 6 pm Sat
- ( MUST have open availability )
- Will consider 100% remote candidates
- Weekly pay + Benefits available ( Health, Vision, Dental, 401k )
- Temp to Hire role ( on average contractors are converted to full time associates in 6 – 9 months )
- No certifications are required prior to being converted into a full time associate. Once converted you must complete the SIE and then the company will sponsor the Finra Series 6 certification within 90 – 120 days
Responsibilities
Receive and respond to incoming calls from investment professionals and customers on multiple financial topics ranging from taxes, withdrawals, benefits, 401k product features, costs, loans, premiums, payment schedules, etc.
- Interpret and apply all changes and enhancements to new and old products
- Cross-sells unfamiliar product line to support strategy of all business lines meeting goals
- Identifies the root cause to proactively offer consultative expertise and uncover the unstated need
- Maintains a documented record of conversations to best learn from customers
- Utilizes virtual technology and social media to enhance customer, financial advisor, and agent experience
- Follows all rules and regulations to ensure compliance.
- Have a consultative sales aptitude and enjoy interacting with customers and helping others
- Highly engaged, grateful, and humble attitude
- Excellent verbal and written communication
- Proficiency with computers and common office software
The essential functions of this role include
Skills
- Customer Service
- Microsoft Office
- Phones
- Upselling
- Problem Solving
- Attention to detail
- Time Management
- Analysis
- Verbal Communication
- Investment Management
- 401K
- Retirement planning
- Financial Services
- CRM
- Empathy
- Adapting to Change
- Active Listening
Qualifications
- High School Diploma or GED
- Completed Associates or Bachelors in Communications, Business Administration, Finance, Economics, OR a similar discipline
- Years of experience: 2 years customer service: retail, sales, or hospitality
- Experience level: Entry Level