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Financial Services Professional

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Tailored Management
Full Time position
Listed on 2025-12-30
Job specializations:
  • Social Work
    Bilingual
Salary/Wage Range or Industry Benchmark: 19 USD Hourly USD 19.00 HOUR
Job Description & How to Apply Below

Solutions Center Representative - Life Insurance

Pay Rate
: $19 per hour, paid weekly

Location of Assignment
:
Hybrid

Schedule
:
Monday – Friday, Flexible hours b/w 8:00a-8:00p EST, 38.75 hours/week

Target Start Date
: 12/1/2025, upon completion of new hire onboarding

Training
: 5 weeks hybrid (2 days in office Tuesday/Wednesday, 3 from home). Weeks 1-4 Monday-Friday 10:00-6:30. Week 5 Monday-Friday 8:00-8:00 EST. No time-off allowed 12/1-1/8.

Candidate must have access to router. Client will provide an Ethernet cable.

Position Summary

As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll understand high-level product/plan requirements to best handle inquiries, resolve account concerns, and educate customers on plan benefits while building strong relationships.

Key Responsibilities
  • Handle inbound calls from members, partners, and financial professionals.
  • Interpret policy changes and provide expert guidance.
  • Maintain records and use insights to enhance customer relationships.
  • Ensure compliance with industry regulations and company policies.
  • Educate customers on financial implications, penalties, and plan benefits.
  • Strive for first-call resolution and collaborate with internal teams on escalated cases when needed.
  • Participate in career development and goal-setting sessions.
Qualifications
  • Education
    :
    Recent degree in finance, business, insurance, economics, or communications preferred.
  • Experience
    : 1+ year in customer service or sales.
  • Skills
    :
    • Knowledge of various insurance products and the sales process.
    • Solid understanding of legal implications of certain product features in different states.
    • Strong communication and problem-solving abilities.
    • Computer proficiency.
Seniority Level

Entry level

Employment Type

Contract

Job Function

Accounting/Auditing, Administrative, and Information Technology

Industries

Financial Services, Accounting, and Investment Advice

Reynoldsburg, OH $84,200 - $114,975 1 week ago

Entry Level Representative(Banking) Recent grad needed

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