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Financial Services Representative

Tailored Management

Troy, NY

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JOB DETAILS
SALARY
$19 Per Hour
SKILLS
Analysis Skills, Background Investigation, Compensation and Benefits, Computer Skills, Customer Support/Service, Detail Oriented, Field Sales, Financial Services, Fortune 500 Customers, Identify Issues, Inside Sales, Insurance, Interpersonal Skills, Presentation/Verbal Skills, Problem Solving Skills, Sales, Sales Support, Time Management, Typing, Writing Skills
LOCATION
Troy, NY
POSTED
30+ days ago
They are on your side! A leading Fortune 500 insurance and financial services company headquartered in Columbus; Ohio is hiring. If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join our client's team!

Financial Service Representative - New York Deferred Compensation Plan
Location: 385 Jordan Road, Troy NY 12180
Pay Rate: $19/Hour | Paid Weekly
Working Hours: Monday - Friday; 8:00 am - 11:00 pm - 8 hour shift will be assigned during these hours
Training Hours: Monday - Friday; 8:00 AM – 4:30 PM (first 2 weeks)
Hybrid/Onsite Requirements: 100% Onsite for training (~first month), then hybrid. 
 Hybrid model - 1 week in the office, 1 week home, after in-person training
Start Date: 06/15/2026

Overview:
This position is responsible for providing exposure to both Sales and Service for New York Deferred Compensation Plan.

Successful candidates should possess:
  • Associates Degree, Bachelor's Degree preferred
  • Strong problem-solving skills
  • Time Management skills
  • Basic typing and computer skills
  • Background in customer service, preferred
  • Strong interpersonal and written communications
  • The ability to work within a team and independently.
  • High attention to detail.

The following duties cover what are generally believed to be principal and essential functions of the job. Specific circumstances may allow or require some people assign to the job to perform a somewhat different combination of duties.
  1. Receives and responds to incoming customer/agent/employer inquiries.
  2. Communicates with customers, field staff, service centers, internal/external sales support and other industry companies through oral and written communication.
  3. Maintains current knowledge of contract and product provisions and administration of the Plan, and the processing systems related.
  4. Resolves routine errors requiring corrective processing.
  5. Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing and refers the situation to a Supervisor.
  6. Reviews, research, and interprets records and reports to accurately make decisions.
  7. Decision making skill necessary for customer contacts.
  8. Ability to identify and evaluate problems and analyze customer inquiries and determines appropriate action.
  9. Performs other duties as requested.
Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.
#TMCS

About the Company

T

Tailored Management

CONNECTING TOP TALENT WITH TOP-TIER OPPORTUNITIES

Tailored Management is a global staffing firm that specializes in partnering with large organizations that run their contingent labor program in a VMS/MSP environment. We have the unique capacity to support programs across all scopes and geographic locations from a single headquarters, successfully elevating program performance across the board and minimizing costs, miscommunication and delivery times. But what do we really do? We bring together the best talent with the greatest opportunities.

COMPANY SIZE
1,000 to 1,499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1968
WEBSITE
https://www.tailoredmanagement.com/

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