Financial Services Contact Center Representative I

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Job description

At The Standard, you'll join a team focused on putting our customers first.Our continued success is driven by a high-performance culture. We're looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what's right - across the company and in our local communities.We offer a caring culture where you can make a real difference, every day.Ready to reach your highest potential? Let's work together.Functional Job Summary:Responsible for personalizing and relaying accurate plan specific information to participants during in-bound and out-bound calling. Facilitate the participant's experience with SRS services and advance the participants understanding of their companies' retirement savings plan and available savings options and strategies within that plan. Knowledgeable in the operational and procedural processes for all plan types, including but not limited to transfers, rollovers, options for bringing additional assets under management.Deliver personalized service and responding to a variety of plan and policy-related questions which impacts the participant and ultimately, the plan as a whole. Provide clear and concise communication of plan information, policies and procedures via telephone or by using a variety of computer and telecommunications technologies/software/systems. Problem solve, perform initial research and follow-up with individual participant related issues, as needed. Monitor status of requested work and prepare customized correspondence as necessary. Facilitate call escalation for participants ensuring the assets, liability and reputation are upheld at all times.Support Division projects as assigned, especially those involving customer-focused activities and secondary activities that support the administrative and servicing functions of the Internal Admin/Ops and legal departments; website enhancements - IVR and user acceptance testing.Education & Experience: Associate's degree required, Bachelor's degree preferred. 4 years financial advisory or trading experience, minimum 2 years customer service/contact center experience, or the equivalent combination of education/experience. Knowledge & Skills: Must have full understanding of the various retirement product lines and IRS rules regarding retirement plans. Demonstrated professional demeanor communicating via telephone by using variety of computer and telecommunications technologies/software/systems. Ability to take or recommend appropriate action in a limited timeframe; ability to retain and effectively communicate specific details/provisions and legally defensible and appropriate investment advice related to retirement plans/products, investment securities, mutual funds, investment, knowledge of variable annuities, and general understanding of FINRA & governmental rules and regulations.Professional Certification Required: Y You will be required to pass the SIE (if required) and transfer or obtainthe Series6, with Series 63 where applicable, OR a Series 65 license within 90 days of your date of hire. These licenses are required as part of your position. If you do not already hold these licenses, it is our expectation that this process be initiated immediately after your date of hire. Please contact Roberta Monroe, Compliance Manager, during your first week, to initiate this process.If you take the securities licensing examination but fail, you will be given one additional 90 day study period. Failure to pass the examination will result in termination from the position. The Standard will provide study materials and five paid study days within thirty days of your date of hire and pay fees associated with the licensing process.LI-RemoteNote:The Standard is required to provide a reasonable estimate of thepay ratefor this role when hiring a Colorado resident. Thesalaryfor employees working in Colorado in this role is listed below.The Standard's package also includes incentive planparticipationand comprehensive benefitsincluding medical, dental, vision, retirement, and paid time off.Please note, eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on various factors, including individual and organizational performance.Hourly Pay Range:20.34 - 34.52Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.PDN-b-faec-42cb-80df-86991e6f082a