Financial Services Customer Service Representative Rose Job # 507429

Job Description

Job Description

Position Number: 507429

Industry: Insurance

Job Title: Financial Services Customer Service Representative (Hybrid)

Job Location: Grandview Heights, OH, USA, 43212

Start date: 11/9/26

Work Model: Hybrid

Work Model Details: 2 days onsite, 3 days remote

Shift:

• Training hours are 10:00-6:30 EST.
• Post Training work schedules may fall anywhere within the department's business hours, generally between 8:00 a.m. and 8:00 p.m EST with some teams potentially operating as late as 11:00 p.m. Saturday work may be required on a rotational basis, depending on business needs. Candidate schedules are flexible and may change from week to week.

Employment Type: Temp to Hire

FT/PT: Full-Time

Estimated Duration (In months): 8

Hourly Rate($): 19.00

Must Have Skills/Attributes: Call Center, Customer Service, Insurance, Sales

Experience Desired:
Customer-facing experience: insurance, retirement services, banking, wealth management, investments (1+ yrs),
Experience educating customers on financial products, retirement plans, insurance benefits, fees etc (1 yrs),
Experience working within FINRA, compliance, regulatory, or highly documented environments (1 yrs),
Handling high-volume inbound phone inquiries while consistently achieving customer satisfaction (1+ yrs)

Required Minimum Education: Associate’s Degree

Preferred Education: Bachelor’s Degree

Preferred Certifications/Licenses: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred

**C2C is not available**

Required Education:
• Associates Degree in finance, business administration, insurance, economics, communications

Preferred Education:
• 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

Knowledge, Skills and Ability:
• 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.
• Understands 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.
• Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.
• Other criteria, including leadership skills, competencies and experiences may take precedence.

Job Profile Summary:
• 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 Client's marketing strategies when communicating with customers.

Key Responsibilities:
• 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, Client 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. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
• Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other duties as assigned.

**Only those lawfully authorized to work in the designated country associated with the position will be considered.**

**Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**

 

Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).

\nCompany Description

Rose International is one of the largest Staffing Companies in the U.S. today. We offer an opportunity to grow your career right here as we promote our top performers and seek out our leadership positions from within our ranks as proven by a review of all of our Directors and VP's today! We also offer long-term opportunity across the country in offices from coast to coast. So, while this position begins in St. Louis - there is no telling where your career here might take you! We offer a full slate of benefits - Health, Disability, 401(k) with matching and training.

Rose has been recognized by the Staffing Industry Analysts as a top 25 Staffing firm. We have won numerous awards as a leading employer and provider of services from our customers and from the NMSDC, and from the Womens Business Enterprise Council.

Company Description

Rose International is one of the largest Staffing Companies in the U.S. today. We offer an opportunity to grow your career right here as we promote our top performers and seek out our leadership positions from within our ranks as proven by a review of all of our Directors and VP's today! We also offer long-term opportunity across the country in offices from coast to coast. So, while this position begins in St. Louis - there is no telling where your career here might take you! We offer a full slate of benefits - Health, Disability, 401(k) with matching and training. \r\n\r\nRose has been recognized by the Staffing Industry Analysts as a top 25 Staffing firm. We have won numerous awards as a leading employer and provider of services from our customers and from the NMSDC, and from the Womens Business Enterprise Council.