Financial Services Representative

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The Standard

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Group and individual disability insurance • Group life insurance • AD&D, vision and dental insurance • retirement plans products and services • individual annuities and investment advice.

1001 - 5000

Description

• 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. • 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.

Requirements

• 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 • Associate or Bachelor’s degree preferred.

Benefits

• 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!