Customer Service - Financial Services Representative Jobs in USA, Remote | Rose International Job
Rose International
Atlanta, GA(remote)
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JOB DETAILS
SALARY
$19–$19 Per Hour
JOB TYPE
Full-time
LOCATION
Atlanta, GA
POSTED
4 days ago
Due to Client requirements, we are looking for candidates located West of the Mississippi River; excluding CA and Nevada. Start Date: July 6, 2026Training Schedule: Weeks 1–4: Monday–Friday, 7:00 a.m.–3:30 p.m. Arizona (subject to adjustment) Week 5: Monday - Friday: 6:00 a.m. - 5:00 p.m. (flexible schedule)Post Training Schedule: Week 6+: Flexible schedules for Monday - Friday, 7:00 a.m.–5:00 p.m. Arizona Time Schedules are established well in advanceRequired Education: Associate's DegreePreferred Education: Bachelor's Degree Required Experience: Two+ years' experience in banking or financial servicesOverview: This role receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topicsSummary: As a Representative, you will deliver exceptional service to members, partners, plan sponsors, and investment professionals Success in this role requires understanding high-level products, plans, and regulatory requirements to resolve general account questions, plan fee inquiries, and related issues You will also clearly and effectively communicate Client marketing strategies to customersKey Responsibilities: This role 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, Client 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 assignedKnowledge, Skills and Ability: Knowledge of various insurance products and the sales process a plus. Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states a plus. 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 customersNote: Candidates who live within 35 miles of the Scottsdale office are required to work onsite every Tuesday and Wednesday after training Training lasts five weeks and is fully virtual for all candidates, including those near the Scottsdale office#NW **Only those lawfully authorized to work in the designated country associated with the position will be considered.** **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.** Benefits: For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website. California Pay Equity: For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here. Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances. If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department. Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
About the Company
R
Rose International
Founded in 1993 by Sue Bhatia, Rose International is one of the nation's leading minority- and woman-owned providers of Staffing and Total Talent Solutions. We serve companies in all 50 states and employ thousands of people across the country.