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Solutions Center Representative
Career Insights for Financial Services Representative
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Scorecard
Based on Ohio data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$68,501 / year median in Ohio
-10% projected decline
Job Description
Solutions Center Representative Tailored Management
•3.6 Grandview Heights, OH Job Details Contract $19 an hour 14 hours ago Benefits Flexible schedule Life insurance Qualifications Customer records maintenance Managing customer accounts Customer communication Financial sales Economics Customer relationship building Account maintenance Computer literacy Account troubleshooting Client inquiry handling Regulatory compliance Finance Insurance issue resolution Insurance regulation Coordinating with insurance clients Insurance policy review Communications Financial regulatory compliance Handling account queries Insurance sales Business Legal compliance Escalation handling Communication skills Technical Proficiency Entry level Financial education 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!
Role :
Solutions Center Representative
•
Life Insurance Pay Rate :
$19 per hour, paid weekly
Location of Assignment:
Hybrid (Monday/Thursday-Friday
•Remote, Tues-Wednesday
•Grandview office (H building, 3rd floor))
Schedule:
Monday
•Friday, Flexible hours b/w 8:00a-8:00p
EST Target Start Date:
10/26/2026, upon completion of new hire onboarding Training is a total of 5 weeks, hybrid (2 days in office (Tuesday/Wednesday) and 3 from home). Training weeks 1-1-4 is Monday-Friday 10:00-6:30. The fifth week requires flexibility in hours, Monday
•Friday 8:00-8:00 EST. No time-off allowed from 10/26
•11/26 Candidate MUST have access to router. Client will provide an Ethernet cable.
Position Summary:
As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll understand high-level product/plan requirements in order to best handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships.
Key Responsibilities:
Handle inbound calls from members, partners and financial professionals Interpret policy changes and provide expert guidance Maintain records and use insights to enhance customer relationships Ensure compliance with industry regulations and company policies Educate customers on financial implications, penalties, and plan benefits Strive for first-call resolution and collaborate with internal teams on escalated cases when needed Participate in career development and goal-setting sessions
Qualifications:
Education:
Recent degree in finance, business, insurance, economics, or communications preferred
Experience:
1+ year in customer service or sales
Skills:
Knowledge of various insurance products and the sales process Solid understanding of legal implications of certain product features in different states Strong communication and problem-solving abilities Computer proficiency Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen #TMNW