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(Non-IT) Sales - Solutions Center Rep - Grandview HeightsJobvious • Grandview Heights, Ohio, United States
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(Non-IT) Sales - Solutions Center Rep - Grandview Heights

Jobvious
  • US
    Grandview Heights, Ohio, United States
  • US
    Grandview Heights, Ohio, United States
Jetzt Bewerben

Über

Job Profile Summary Training is a total of 5 weeks, hybrid. 2 days in the office and 3 days at home. Training weeks 1-4 Monday–Friday hours are 10:00–6:30 EST. Tuesday and Wednesday are in‑office training days. Week 5 is flexible hours Monday–Friday 8:00–8:00 EST. Post‑training schedule is hybrid: 2 days in the office and 3 days at home. After training hours are flexible Monday‑Friday 8:00–8:00 EST.
As a Representative, you will provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high‑level product and plan and regulatory requirements to analyze and resolve general account, plan fee or plan inquiry questions. You will effectively interpret and articulate ***'s marketing strategies when communicating with customers.
Key Responsibilities
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 documentation process to support our strategy of knowing our member better than anyone and using the information to deepen the relationship.
Follow all rules and regulations to ensure compliance with client or other professional licensure requirements, *** 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. When necessary, work with internal partners to resolve escalated issues.
Integrate lean methodology into daily interactions through problem‑solving meetings and team huddles.
Develop and grow through monthly individual meetings with leadership to set a career path strategy.
Set goals and expectations to achieve success in the role and future opportunities.
Perform other duties as assigned.
Education High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics or communications preferred.
License/Certification/Designation ChFC, CLU, other industry designations desirable. Client series 6 and/or 26 licenses preferred and may be required based on assigned product or line‑of‑business or distribution system.
Experience One year of experience in customer service or sales‑related occupations.
Knowledge, Skills, and Ability
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.
Understanding of the consequences of not following the Client 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 utilize technology to enhance conversations with customers.
Other criteria, including leadership skills, competencies and experiences may take precedence.
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  • Grandview Heights, Ohio, United States

Sprachkenntnisse

  • English
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