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Tailored Management · 1 month ago

Financial Services Representative - Annuities New Business

Grandview Heights, OH

Full-time

Hybrid

Mid Level

$0/hr - $19/hr

3+ years exp

Tailored Management is a leading Fortune 500 insurance and financial services company headquartered in Columbus, Ohio, and they are hiring for the role of Financial Services Representative. In this role, you will provide efficient service for assigned products and ensure accurate processing of customer requests and transactions.

ConsultingHuman ResourcesInformation Technology

Responsibilities

Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information on system

Follow-up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product

Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cashouts. Requests additional information when necessary

Compiles management information such as contract and sold case activity as needed by internal management

Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records

Approves and processes business in accordance with government regulations, contract provisions, and internal procedures and controls

Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses

Research and corrects errors

Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel

Qualification

Insurance/financial services knowledgeCustomer service experienceBasic mathematicsProblem-solving skillsEffective communication

Required

High school diploma or equivalent is required

Knowledge of general office practices, customer service, office equipment, and familiarity with insurance/financial services industry practices (e.g., annuities, mutual funds)

Strong problem-solving skills, basic mathematics, and proficiency in office filing systems and record-keeping procedures

Effective written and oral communication skills for interacting with customers, team members, and management, along with the ability to prioritize tasks

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