Advisory Services Representative I (customer service)
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POST DATE 9/10/2016
END DATE 10/22/2016
StanCorp Financial Group, Inc.
JOB DESCRIPTIONAPPLY MORE INFORMATION ABOUT THIS JOB:
If you re someone who likes to stand out from the crowd and make a positive difference, you ll fit in at The Standard (www.standard.com). We set ourselves apart in the retirement plan business by paying attention to details as we are redefining what a retirement plan should be. If that s your kind of challenge, you could be our kind of employee. Consider joining our team.
At The Standard, our Advisory Services Representatives play a critical role in our retirement plans division. You will receive extensive training in retirement plan products and services that will allow you to assist our customers in providing for their future. An ideal candidate will be driven, enjoy working in a fast-paced environment, and takes pride in providing quality customer service. If you are looking to join a growing department and be challenged, this could be the role for you!
**Position can be located in either Portland, OR or Cincinnati, OH.
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.
Job Complexity & Judgment: Works on problems of diverse scope. Exercises judgment and discretion. Requires analysis and evaluation of multiple factors to resolve moderately complex issues. Often defines procedures on how to complete project work when assigned in the form of objectives.
Independence & Supervision Required: Typically receives little instruction on daily work. May require general instructions on new assignments.
Interaction & Influence: Contacts will be with the participants, sponsors, external financial advisors, enrollment team and advanced processing team, immediate supervisor and others on their team. Builds working relationships within department.
Professional Certification Required: Must hold FINRA license 6, 63, & 65 or equivalent.
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc., StanCorp Investment Advisers, Inc. and StanCorp Mortgage Investors, LLC, 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 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.
For more information regarding your Equal Employment Opportunity applicant rights, please visit the URL: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf, click here.
Individuals with disabilities who need assistance or accommodation with the application process should contact HR Direct at 971-321-7871. This number is only for the use of individuals with disabilities who need accommodation with the application process. General inquiries about application status will not be addressed.
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