Solutions Center Rep Job at Pyramid Consulting, Inc, Scottsdale, AZ

WDVBa2tvSUVKOFpRS2o5bUtod1A4WDExdUE9PQ==
  • Pyramid Consulting, Inc
  • Scottsdale, AZ

Job Description

Immediate need for a talented Solutions Center Rep . 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:25-72422

Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.

Key Responsibilities:

  • Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
  • 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’s 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.

Key Requirements and Technology Experience:

  • Skills-Customer Service, Financial/ Insurance Background and Call Handling.
  • 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.
  • Knowledge of various insurance products and the sales process. Solid understanding of the state and local laws is 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.

Our client is a leading Insurance and 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.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here .

Job Tags

Contract work, Local area, Immediate start,

Similar Jobs

Maintenance Resources Inc.

Sanitation Specialist/Janitor Job at Maintenance Resources Inc.

 ...Apply today and start your journey with us! Especialista en Limpieza y Saneamiento. Ubicacin: 6312 S Fiddlers Green Circle, Greenwood...  ...nuestros clientes limpios y acogedores. Si te enorgullece tu trabajo y disfrutas de un entorno flexible, nos encantara contar... 

The Barre Dance Studios

Dance Teacher/Choreographer Job at The Barre Dance Studios

The Barre Dance Studios is HIRING! We are looking for a passionate, experienced dance educator looking to join a strong, growing and dedicated team! We are searching for a highly qualified dance teacher to work with our award winning competition dance team for the 2...

Goodyear Tire and Rubber Company

Entry Level Automotive Technician Job at Goodyear Tire and Rubber Company

 ...includes medical plans, 401(k), certification reimbursement and paid vacations. At Goodyear we invest in you and your future by providing...  ...with the tire and auto service innovation leader! As an Entry Level Automotive Technician, you will gain hands-on experience in... 

Ultimate Staffing

Office Clerk Job at Ultimate Staffing

 ...Overview: We're looking for a detail-oriented Office Clerk to support administrative functions in a polished, fast-paced office setting. This role is ideal for someone with strong technical skills, excellent communication, and the ability to manage tasks behind the... 

My Teacher Limited

Online english teacher Job at My Teacher Limited

 ...degree (must provide official transcript)- Hold a 120-hour ESL Certification*- Plus, ESL/teaching experience preferred To provide the online 1V1 english teaching, you need be familar with classin app and materails such as oxford tree, power up. Training also be provided.