At The Standard, you’ll join a team focused on putting our customers first.

Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities.

We offer a caring culture where you can make a real difference, every day.
 
Ready to reach your highest potential? Let’s work together.

Job Summary

The primary responsibility for the Financial Services Representative role is to provide an excellent quality experience while answering phone calls from customers regarding their retirement plans with The Standard. This is an inbound phone center where customer service, critical thinking, problem solving, and adaptability are key skills. While the primary calls will be incoming, outgoing calls are also required as well as responding to customer emails. Frequent questions include online account access and navigation, loan and distribution eligibility, rollovers, and RMD’s. More complex questions and requests include statements, plan entry eligibility, deferral rate changes, rebalance transactions, fund to fund transfer transactions, future directive change transactions, discussing market volatility, planning for retirement, and providing service related to The Standard’s Mainspring Managed service. 

The shift for this role is 5:00am – 2:00pm Pacific

PRINCIPAL ACCOUNTABILITIES / ESSENTIAL FUNCTIONS

• Must have a full understanding of the various retirement product lines and IRS rules regarding retirement plans.
• Demonstrated professional demeanor communicating via phone and email by using a variety of computer and telecommunication systems.
• Ability to take appropriate action or provide appropriate information in a limited timeframe; ability to retain and effectively communicate specific details.
• Ability to retain and effectively communicate specific details/provisions of retirement plans/products.
• General understanding of FINRA & governmental rules and regulations.

Skills and Background You’ll Need

• 2+ years in financial services experience that includes providing customer service in a contact center environment.
• MUST HAVE active FINRA Series 6 or 7, and the Series 63; these licenses are required as part of this position.
• Associate or Bachelor’s degree preferred.

Key Behaviors of a Successful Candidate

• Job Complexity & Judgment:
  • Works on problems of diverse scope. Exercises judgment and discretion.  Requires analysis and evaluation of multiple factors to resolve moderately complex issues.
  • Primary contact will be external with plan participants and occasional third parties. Internal team collaboration will be frequent and important.
  • Makes recommendations for new processes or procedures.
• Independence & Supv required:
  • Typically receives little instruction on daily work.  May require general instructions on new assignments.
  • Regular feedback will be provided by our quality team and managers. Adjustments to work will be expected based on the feedback provided, to ensure core metrics are met.
  • Job instruction documents are expected to be followed when available.
• Interaction & Influence:  The majority of contacts will be with the participants. Internal team collaboration will also be required. Building working relationships within department is essential.

Why Join the Standard?

We have built an enduring legacy of stability, innovation and financial strength thanks to the contributions of the talented, creative and compassionate people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including a 401(k) plan with matching company contributions
• An annual incentive bonus plan 
• Generous paid time off
• A supportive and responsive management approach
• Opportunities for career growth and advancement  
• Paid time off to volunteer 
• An employee giving program that double matches your donations to eligible nonprofits and schools
• Much more!

#LI-REMOTE

Please note – the salary range for this role is listed below. In addition to salary, our package includes incentive plan participation and comprehensive benefits including medical, dental, vision and retirement benefits, as well as an initial PTO accrual of 164 hours per year. Employees also receive 11 paid holidays and 2 wellness days per year.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on various factors, including individual and organizational performance.

Salary Range:27.04 – 35.94

Positions will be posted for at least 5 days from original posting date.