Job Description

They are on your side! A leading Fortune 500 insurance and financial services company headquartered in Columbus; Ohio is hiring. If you're looking to join a team that's invested in your career development and will pay for you to take the SIE and Series 6 exams, this is for you!

Please note: This particular department is a unique public-private collaboration, supporting a statewide retirement savings plan for public employees.

Retirement Representative - Public Accounts

Pay Rate: $19 per hour, paid weekly

Location of Assignment: 257 E. Town Street, Suite 457, Columbus, OH, 43215

• Completely onsite to start
• Eventually moves to hybrid schedule (2 or 3 days in office, others WFH)

Schedule : Normal business hours

Assignment Length: 3-6 months as contractor before extension/conversion pending performance and attendance

Target Start Date: 06/023/2025, upon completion of new hire onboarding

Position will be fully onsite until (if/when) candidate is converted into full-time employee with client. Once converted, position would move hybrid, working both onsite and from home.

Position Summary:

As a Retirement 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 and studying to take the SIE/Series 6 Exams. Tenure at CLIENT is determined by ability to study for and pass the SIE/Series 6 Exams.

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: High school diploma or equivalent is required; Recent degree in finance, business, insurance, economics, or communications preferred
• Experience: 1+ year in customer service or sales

Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.

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