Solutions Center Representative - Randstad Enterprise : Job Details

Start 2025 with a new position in the field of Financial Services. We have immediate positions for Solutions Center Representatives to support our client's members, partners, plan sponsors and investment professionals. These are hybrid positions, working 2 days/week onsite and 3 days/week remote. You must be able to work a variable work schedule, Monday - Friday from 8:00am - 8:00pm.

What you will do:

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

What you need:

• High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
• License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.
• One year of experience in customer service, sales related occupations.
• An understanding of the consequences of not following the FINRA rules and regulations.
• Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software.

Next Step:

For immediate consideration, send your resume to [email protected]. Relocation cost reimbursement is not available for this position. Local candidates are preferred.