Job Information
Randstad US financial representative in columbus, Ohio
financial representative.
columbus , ohio
posted june 9, 2024
job details
summary
$18.99 - $19 per hour
temp to perm
bachelor degree
category business and financial operations occupations
referenceAB_4550995
job details
Interested in taking on a new challenge in the Financial Services industry? Or, maybe you are seeking entry into the industry? Either way; if you have a background in customer service, retail sales, banking or finance, let's talk!
Join the Financial Services team that assists participants, plan sponsors and brokers with account maintenance and answering general questions about planning for retirement.
*Candidates must reside in the Central Ohio area!
About this position:
Start Date: Aug 5, 2024
Pay Rate: $19/hr.
Office Hours: 8am - 8pm Mon - Fri. Candidates will be scheduled for a 38.75 work week
Schedules are variable and based on business needs; open availability between 8am - 8pm EST is required for consideration
Health Benefits and weekly pay
5 weeks paid training-Training will be held in office -1000 Yard St Grandview Heights, OH 43212
After Training candidates will be able to choose a remote and hybrid work schedule--Only Considering applicants who reside in Central Ohio
Career growth opportunities after 12 months with pay increase.
salary: $18.99 - $19 per hour
shift: First
work hours: 8 AM - 8 PM
education: Bachelors
Responsibilities
· Fielding an average of 50 - 60 inbound private client calls per day from members, plan sponsors and brokers regarding Financial Services and Retirement planning; discussing plan options and updating account information.
· Interpret and all changes and enhancements to new and old products
· Cross-sells unfamiliar product line to support strategy of all business lines meeting goals
· Identifies the root cause to proactively offer consultative expertise and uncover the unstated need
· Maintains a documented record of conversations to best learn from customers
· Utilizes virtual technology and social media to enhance customer, financial advisor, and agent experience
· Follows all rules and regulations to ensure compliance.
What you need:
· Have a consultative sales aptitude and enjoy interacting with customers and helping others
· Financial services experience is a plus, but not necessary
· Highly engaged, grateful, and humble attitude
· Excellent verbal and written communications
· Proficiency with computers and common office software
Education: High school diploma or equivalent required. Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred
Experience: 2 years customer service experience in banking, financial services, retail, sales and/ or hospitality experience
- A SERIES 6 LICENSE WILL EVENTUALLY BE REQUIRED
Skills
Active Listening
Adapting to Change
Call Center
Typing Skills
Basic Computer Skills
Empathy
Financial Services
Wealth Management
Microsoft Office
Data Entry
Time Management
Telephone Etiquette
Call Center Support
Customer Service
Qualifications
Years of experience: 2 years
Experience level: Entry Level
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
Applications accepted on ongoing basis until filled.
get in touch
we are here to help you with your questions.
MS
michelle stuertz
+1 614 224 9250 (tel:+1 614 224 9250)
michelle.liggett@randstadusa.com