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Financial Services Representative- Annuity New Business

Job

Tailored Management

Grandview Heights, OH (In Person)

Full-Time

Posted 1 week ago (Updated 5 days ago) • Actively hiring

Expires 7/15/2026

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Job Description

Financial Services Representative- Annuity New Business Tailored Management - 3.6 Grandview Heights, OH Job Details Contract $19 an hour 19 hours ago Qualifications Customer communication High school diploma or GED Full Job Description They are on your side! A leading Fortune 500 insurance and financial services company headquartered in Columbus; Ohio is hiring. If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join our client's team!
Financial Services Representative Department:
Annuity New Business Pay Rate:
$19 per hour, paid weekly
Location of Assignment:
Hybrid at Grandview Yard Office; 1000 Yard Street in
Columbus, OH Target Start Date:
07/06/2026, upon completion of new hire onboarding
Position Summary:
Provides prompt, efficient service for assigned product internal and external customers. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other enterprise operating units.
Key Responsibilities:
Responds to inquiries from customers, brokers, agents, and government agencies through oral and written communication. Assists customers with financial transactions and processes monetary transactions according to policy provisions within assigned limits. Consults on contract provisions and interprets policies for customers, agents, brokers, and other departments. Maintains up-to-date knowledge of contract/product provisions, processing systems, and applicable federal and state regulations. Resolves routine errors, identifies issues requiring advanced knowledge, and refers complex situations to senior team members as needed.
Qualifications Education:
High school diploma or equivalent is required; Recent degree in finance, business, insurance, economics, or communications preferred
Experience:
Three years work experience with two years product-related customer service work experience preferred.
Skills:
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. #TMCS