Financial Service Representative

Immediate need for a talented Financial Service Representative. This is a 12+ Months Contract opportunity with long-term potential and is located in Scottsdale, AZ (Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID:26-33533
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).
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 the current lineup 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 conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and using 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 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 the 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 establish a career path strategy.
• Sets goals and expectations to achieve success in the role as well as future opportunities.
• May perform other duties as assigned.

Key Requirements and Technology Experience:

• High school diploma or equivalent required.
• Undergraduate degree in Finance, Business Administration, Insurance, Economics, Communications, or a related field preferred.
• One year of experience in customer service or sales-related occupations required.
• Knowledge of various insurance products and the sales process.
• Solid understanding of state and local laws necessary to understand the legal implications of certain product features in different states.
• Understanding of the consequences of not following 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 plans/contracts and utilize technology to enhance conversations with customers.
• Strong analytical and problem-solving skills.
• Ability to identify customer needs and provide consultative support.
• Strong attention to detail and ability to follow established processes, policies, and regulatory requirements.
• Other criteria, including leadership skills, competencies, and experiences, may take precedence.

Our client is a leading financial services Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
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