[Hiring] Solution Center Representative @Pyramid Consulting

Role Description

Immediate need for a talented Solution Center Rep - Bilingual. This is a 12 Months Contract opportunity with long-term potential and is located in US (Remote).

Key Responsibilities:

• Provide extraordinary care to our members, partners, plan sponsors, and investment professionals.
• Understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees, or plan inquiry questions.
• Effectively interpret and articulate Nationwide's marketing strategies when communicating with customers.
• Receive and respond to incoming calls from investment professionals, plan sponsors, and members on a variety of topics.
• Understand the different product suites, including current line-up and products no longer sold that still require servicing.
• Interpret and apply all changes and enhancements to new and old products based on daily change communications.
• Identify the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
• Maintain a record of conversations and follow a process of documentation to support our strategy of knowing our member better than anyone.
• Follow all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents, and state and local laws.
• Educate 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.
• Analyze problems to determine proper course of action, striving for first-time final resolution.
• Work with internal partners to resolve escalated issues when necessary.
• Integrate lean methodology into daily interactions through problem-solving meetings and team huddles.
• Develop and grow through monthly individual meetings with leadership to set in place a career path strategy.
• Set goals and expectations to achieve success in the role as well as future opportunities.
• May perform other duties as assigned.

Qualifications

• High school diploma or equivalent required.
• Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
• 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.
• Excellent verbal and written communication skills to effectively communicate with others.
• Proficiency with computers and common office software.
• Ability to understand general aspects of plan/contract and utilize technology to enhance conversations with customers.
• Other criteria, including leadership skills, competencies, and experiences may take precedence.

Requirements

• Valid credit check and/or background check will be required as part of the selection process due to fiduciary accountabilities within this job.

Benefits

• Pay Range: $18 - $19/hour.
• Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).