Client Services Representative

Are you looking to start a fulfilling and exciting career in Financial Services with a Fortune 100 company? If you are passionate about providing white glove service and helping others, this role is for you!

We are seeking Financial Service Representatives to join an inbound contact center with the Private Sector Retirement team. This is not a sales position, this is a customer focused role where you will be answering questions and providing insight into customer accounts.

A leading employer in the insurance and financial services industry wants you to work for them. Our client is a U.S. based Fortune 100 company headquartered in Columbus, Ohio. They have a history of strength and stability dating back nearly 90 years. Their commitment is to help America successfully prepare for and live in retirement. They also pride themselves on being more than a business by engaging in the communities where they work and live. This commitment has earned them a place on Fortune's 100 Best Companies to Work For 10 years in a row!

This is an excellent opportunity to build a fulfilling career with a leading employer in the insurance and financial services industry, and ideally become Series 6 licensed.

Start Date: 6/2/25

• Pay: $19.00/hr.
• Hybrid work schedule : Monday, Tuesday, and Friday WFH and Wednesday / Thursdays will be in office.
• The office is located at 1050 Yard St Columbus, OH 43212.
• Training and Work Schedule: Initial training period is 5 weeks, 8:00 am - 5:00 pm. After the training period, there will be an assigned schedule and the shift could be any time between 8:00 am and 11 pm, Monday - Friday and Saturday 9 am- 6 pm.

As a Representative , you’ll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you’ll effectively interpret and articulate the company's marketing strategies when communicating with customers.

What you’ll be doing:

• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.

• Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.

• Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.

• Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws.

• Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.

• Analyzes problems to determine proper course of action, striving for first time final resolution.

What you need:

• Have a consultative sales aptitude and enjoy interacting with customers and helping others
• Financial services experience is a plus, but not necessary
• Highly engaged, grateful, and humble attitude
• Excellent verbal and written communications
• Proficiency with computers and common office software

Education: High school diploma or equivalent required. Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred

Experience: One to two years’ experience in customer service, sales related occupations

- A SERIES 6 LICENSE WILL EVENTUALLY BE REQUIRED

Interested?

Make sure your resume is up to date and forward it to for consideration. Thank you and we look forward to connecting with you!