Representative, Annuity Solutions Center
$46,345–$75,500 year
HybridGrandview Heights, Ohio, United States
Job Summary
Receive and respond to incoming calls from investment professionals, plan sponsors, and members regarding account inquiries, plan fees, and product servicing. Interpret regulatory requirements and daily change communications to resolve general account issues, while identifying underlying needs through consultative expertise. Maintain detailed conversation records to deepen member relationships and educate clients on tax implications, surrender charges, and lifetime income benefits. Analyze problems to achieve first-time resolution, escalating complex cases to internal partners as necessary. Adhere strictly to FINRA rules, Nationwide policies, and state laws while integrating lean methodologies into daily team interactions.
Required Qualifications
- High school diploma or equivalent
- 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
- Understand the consequences of not following the FINRA rules and regulations
- Excellent verbal and written communication skills
- Proficiency with computers and common office software
- Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers
- Must reside within a 35-mile radius of 1000 Yard Street, Grandview Heights, Ohio 43212
- Must be available for training schedule: 9 AM – 5:30 PM EST, Mon – Fri
- Must be available for in office days: Tuesday & Wednesday
- Must be available for post training shifts between 8 AM – 8 PM EST, Mon – Fri
- Must be available for in office days: Tuesday & Wednesday (post training)
- Must be eligible for overtime (Non-Exempt)
- Must be able to work in a call center environment
- Must be able to sit for extended periods in front of a computer and take phone calls
- Must acquire required federal and/or state licenses/registrations within the time period designated by the business unit
- Must pass a credit check if a license is required for this position
Desired Qualifications
- Undergraduate degree in finance, business administration, insurance, economics, communications
- ChFC, CLU, other industry designations
- FINRA series 6 and/or 63 licenses
- Leadership skills, competencies and experiences
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.