Financial Services Representative

A leading Fortune 500 insurance and financial services company headquartered in Columbus, Ohio is currently hiring. If you ' re looking to join an organization that offers a strong culture, meaningful career growth, and the opportunity to make a real impact, we encourage you to apply and become part of our client ' s team.

Role: Financial Services Representative (Life New Business)
Pay Rate: $19 per hour, paid weekly
Benefits: Medical, Dental, Vision
Location of Assignment: Grandview Heights, 1000 Yard Street, Columbus, OH
Target Start Date: 09/14/2026, upon completion of new hire onboarding
Schedule:
- Training (In Person) – Monday – Friday (4-5 weeks) | 8am-4:30pm
- After Training (Hybrid) – 2days onsite, 3days work from home
 

Position Summary:
Provides prompt, efficient service for assigned product internal and external customers. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other enterprise operating units.

Key Responsibilities:

• Responds to inquiries from customers, brokers, agents, and government agencies through oral and written communication.
• Assists customers with financial transactions and processes monetary transactions according to policy provisions within assigned limits.
• Consults on contract provisions and interprets policies for customers, agents, brokers, and other departments.
• Maintains up-to-date knowledge of contract/product provisions, processing systems, and applicable federal and state regulations.
• Resolves routine errors, identifies issues requiring advanced knowledge, and refers complex situations to senior team members as needed.

Qualifications

• Education: High school diploma or equivalent is required; Recent degree in finance, business, insurance, economics, or communications preferred

• Experience: Three years work experience with two years product-related customer service work experience preferred.
  
• Skills:
  • Knowledge of general office practices, customer service, office equipment, and familiarity with insurance/financial services industry practices (e.g., annuities, mutual funds).
  • Strong problem-solving skills, basic mathematics, and proficiency in office filing systems and record-keeping procedures.
  • Effective written and oral communication skills for interacting with customers, team members, and management, along with the ability to prioritize tasks.

Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.

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