Financial Representative

A leading employer in the insurance and financial services industry wants you to work for them. This company is a U.S. based Fortune 100 company headquartered in Columbus, Ohio. Do you enjoy collaborating with customers, answering questions, and educating others? Join the Retirement Specialist team that assists city and state employees with account maintenance and planning for retirement. This opportunity allows room to grow—and provides lots of support along the way.

We are seeking 2 Financial Representatives to join the Retirement Plan Inbound Solution Center team at their headquarters in downtown Columbus.

Why Work With Us?

This is an excellent opportunity to build a fulfilling career with a leader in financial services and insurance who has recently been listed as a Fortune 100 Best Place to Work.

• Pay: $19/hr
• Hours: Monday- Friday 8 am-5 pm
• Office Location: 257 E Town St. Columbus, Ohio 43215
• Free Parking
• Weekly Pay and Health Benefits
• Employer sponsored Finra study materials and exams
• Career mobility within a Fortune 100 organization after 1 year of service

Performs one or more of the following:

- Taking incoming calls from participants regarding their retirement accounts.

- Individuals will be trained to handle basic topics such as account balance, distribution questions, password reset, etc.

- Building meaningful connections/relationships and engage with customers via phone inquiries

- Educate and provide service to customers on products to support sales objectives

- Uncover routine sales opportunities and market products to support sales objectives

- Reviews, researches, and interprets records and reports to accurately make decisions

- Resolves routine errors requiring corrective processing

Skills:

- Candidates who hunt for innovative ideas and seek feedback to continuously improve performance

- A passion and drive to succeed in a fast paced environment

- An engaging personality, both in person and over the phone

-- Proficiency with computers and common office software

As an ideal candidate you will have:

- A completed or nearly completed bachelor's degree (preferably in business or a related field)

- One year of solid work experience in a service related field. Restaurant, retail, administrative, hospitality, etc.

- Candidates must be able to deliver friendly customer service while talking on the phone and working through computer systems simultaneously

- An SIE and/or 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!