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Clu Designation Jobs Near Me

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Solutions Center Representative

Columbus, OH · On-site

$15 - $18.75/hr

License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or ...

Nationwide

Sr. Consultant, Firm Marketing

Columbus, OH · On-site +1

License/Certification/Designation: Technical insurance designations such as CPCU, CLU, ChFC, FLMI considered a plus. Additional licensing may be required to hold this position and associates will ...

Nationwide

Director, Marketing Management

Columbus, OH · Hybrid

License/Certification/Designation: Technical insurance designations such as CPCU, CLU, ChFC, FLMI considered a plus. Additional licensing may be required to hold this position; and associates will ...

Nationwide

Annuity Experience Consultant

Columbus, OH · Hybrid

License/Certification/Designation: Industry designations (e.g., CPCU, ARM, CLU, FLMI, ChFC, CFP, NASD, etc.) preferred. Experience: Typically, eight years of relevant experience in a related industry.

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Clu Designation information

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$36K

$102.1K

$144K

How much do clu designation jobs pay per year?

As of Aug 21, 2026, the average yearly pay for clu designation in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

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Clu Designation jobs near you
A map of the United States highlighting the number of Clu Designation job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Clu Designation job openings in each state, with Virginia having the most at 1 and Hawaii the least at 0.

Solutions Center Representative

Pyramid Corporation

Columbus, OH • On-site

$18 - $19/hr

Other

Medical, Dental, Vision, Retirement

Posted 14 hours ago

Posted today

Job description

Solutions Center Representative

Immediate need for a talented Solutions Center Representative. This is a 12 Months Contract opportunity with long-term potential and is located in Grandview Heights, OH (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID:26-25634 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. Understands the different product suites, including current line-up and products no longer sold that still require servicing.
  • Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
  • Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
  • Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, policies, firms, plan documents and state and local laws.
  • Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
  • Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
  • Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities.
  • May perform other duties as assigned.
Key Requirements and Technology Experience:
  • Must have skills: Must have 2 years of experience.
  • High school diploma or equivalent required.
  • Undergraduate degree in finance, business administration, insurance, economics, communications preferred
  • License/Certification/Designation
  • ChFC, CLU, other industry designations desirable.
  • FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.
  • One year of experience in customer service, sales related occupations.
  • Knowledge of various insurance products and the sales process.
  • Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
  • Understands the consequences of not following the FINRA rules and regulations.
  • Excellent verbal and written communication skills to effectively communicate with others.
  • Proficiency with computers and common office software.
  • Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.
  • Other criteria, including leadership skills, competencies and experiences may take precedence.

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