As a Representative, you’ll provide extraordinary care to the client’s members, partners, plan sponsors and investment professionals. The key to success is understanding high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions. Additionally, you’ll effectively interpret and articulate the client’s marketing strategies when communicating with customers.

• Receive and respond to incoming calls from investment professionals, plan sponsors and members on a variety of topics.
• Understand 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.
• Identify the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
• Maintain a record of conversations and follow a process of documentation to support the client’s strategy of knowing the member better than anyone and use the information in a way that drives the relationship deeper.
• Follow all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, the client’s policies, firms, plan documents and state and local laws.
• Educate 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.
• Analyze problems to determine proper course of action, striving for first-time final resolution. When necessary, work with internal partners to resolve escalated issues.
• Integrate lean methodology into daily interactions through problem-solving meetings and team huddles.
• Develop and grow through monthly individual meetings with leadership to set in place a career path strategy.
• Set goals and expectations to achieve success in the role as well as future opportunities.

What We're Looking For

Someone with one year of customer-facing experience including experience in retail, hospitality, restaurant, etc...

For More Information...

Send your updated resume to Maneesh Thakur at maneesh.thakur@pyramidci.com.