Solutions Center Rep – Bilingual
Immediate need for a talented Solutions Center Rep – Bilingual. This is a 12 Months Contract opportunity with long-term potential and is located in Scottsdale AZ (Hybrid).
Job ID:26-23020 Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
- Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics
- Respond to inbound calls from members, plan sponsors, and investment professionals regarding accounts, retirement plans, and investment products.
- Provide support for both current and legacy product offerings requiring ongoing servicing.
- Interpret and apply product updates, policy changes, and service enhancements.
- Identify customer needs through consultative conversations and recommend appropriate solutions.
- Maintain accurate and detailed documentation of customer interactions in internal systems.
- Educate customers regarding:
- Tax implications
- Penalties and surrender charges
- Death benefit protection
- Lifetime income options
- Capital preservation
- Plan and contract benefits
- Analyze customer concerns and work toward first-call resolution whenever possible.
- Partner with internal departments to resolve escalated customer issues.
- Ensure compliance with FINRA regulations, policies, plan documents, and applicable federal, state, and local laws.
- Participate in team meetings, continuous improvement initiatives, and career development activities.
- Perform additional duties as assigned.
Key Requirements and Technology Experience:
- Must have skills: - Candidate must be bilingual in Spanish and English.
- Knowledge of various insurance products and the sales process
- High School Diploma or equivalent required.
- Bachelor's degree in Finance, Business Administration, Insurance, Economics, Communications, or a related field preferred.
- Minimum one (1) year of experience in Customer Service or Sales-related roles.
- Knowledge of insurance products and the financial services industry.
- Understanding of FINRA rules, regulations, and compliance requirements.
- FINRA Series 6 and/or Series 26 licenses preferred (may be required depending on assigned business line).
- Professional certifications such as ChFC, CLU, or other industry designations are considered a plus.
- Bilingual communication skills.
- Excellent verbal and written communication skills
- Strong customer service orientation
- Problem-solving and analytical abilities
- Active listening and consultative communication
- Ability to manage multiple tasks in a fast-paced environment
- Computer proficiency and familiarity with Microsoft Office applications
- Accurate documentation and record-keeping skills
- Knowledge of financial products and retirement plans
- Strong attention to detail
- Team collaboration and interpersonal skills
- Work Environment
- Fast-paced inbound customer service environment.
- Collaborative team culture with ongoing coaching and professional development.
- Opportunities for career growth through leadership support and performance development.
Our client is a leading Banking Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.