The Standard · 5 hours ago
Financial Services Representative (8am - 5pm Pacific)
Portland, OR
Full-time
Remote
Entry Level
$23.80/hr - $31.61/hr
2+ years exp
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Responsibilities
Provide an excellent quality experience while answering phone calls from customers regarding their retirement plans with The Standard.
Handle incoming and outgoing calls as well as respond to customer emails.
Understand the various retirement product lines and IRS rules regarding retirement plans.
Demonstrate a professional demeanor communicating via phone and email using a variety of computer and telecommunication systems.
Take appropriate action or provide appropriate information in a limited timeframe; retain and effectively communicate specific details.
Retain and effectively communicate specific details/provisions of retirement plans/products.
Have a general understanding of FINRA & governmental rules and regulations.
Qualification
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Required
Must have a full understanding of the various retirement product lines and IRS rules regarding retirement plans.
Demonstrated professional demeanor communicating via phone and email by using a variety of computer and telecommunication systems.
Ability to take appropriate action or provide appropriate information in a limited timeframe; ability to retain and effectively communicate specific details.
Ability to retain and effectively communicate specific details/provisions of retirement plans/products.
General understanding of FINRA & governmental rules and regulations.
2+ years in financial services experience that includes providing customer service in a contact center environment.
MUST HAVE active FINRA Series 6 or 7, and the Series 63; these licenses are required as part of this position.
Preferred
Associate or Bachelor’s degree preferred.
Benefits
A rich benefits package including a 401(k) plan with matching company contributions
An annual incentive bonus plan
Generous paid time off
A supportive and responsive management approach
Opportunities for career growth and advancement
Paid time off to volunteer
An employee giving program that double matches your donations to eligible nonprofits and schools
Company
The Standard
The Standard is a leading provider of financial products and services, including group and individual disability insurance, group life and accidental death and dismemberment insurance, group dental and vision insurance, group accident, critical illness and hospital indemnity insurance, paid family leave and absence management services, retirement plans services and individual annuities.
1,001-5,000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2016-03-07Acquired· undefined
1999-04-16IPO· undefined
Leadership Team
Brad Yoder
Second Vice President, Life & Supplemental Claims
Jared Hyman
Regional Vice President
Recent News
2024-05-23
Business Wire
2024-05-23
Company data provided by crunchbase
