Advisory Services Representative II

This job is no longer active. View similar jobs.

POST DATE 9/10/2016
END DATE 10/13/2016

StanCorp Financial Group, Inc. Cincinnati, OH

Cincinnati, OH
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Mid-Career (2 - 15 years)
Associates Degree




If you re someone who likes to stand out from the crowd and make a positive difference, you ll fit in at The Standard ( 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.

If you re someone who likes to stand out from the crowd and make a positive difference, you ll fit in at The Standard ( 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!


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. Requires minimum 4+ years financial planning experience, 4 years of customer service/contact center experience or the equivalent combination of education/experience.

Knowledge & Skills: Must be knowledgeable in all retirement planning options, prefer knowledge of transfer process, rollovers, outbound call, enrollment strategies, external retirement or savings vehicles, experience with financial/retirement planning systems. Has a wide range of experience as a skilled specialist of professional field. Requires thorough knowledge of business practices. Strategic and resourceful. 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 wide range of assignments that are moderately complex. Often defines procedures on how to complete project work when assigned in the form of objectives. Will be responsible for assisting and training level 1 team members. Responsible for ensuring that assigned call outs are completed on time and goals met. Will have input in strategies and process improvement.

Independence & Supervision required: Typically plans and schedules own work and requires limited direction. Capable of seeing the \\"big picture\\" and the downstream impacts of their work. Results are normally shared with team.

Interaction & Influence: Contacts will be highly visible to internal and external client. Must be able to build strong internal and external relationships.
Professional Certification Required: Must hold FINRA licenses 6, 63, 65 or equivalent/higher

Standard 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.

For more information regarding your Equal Employment Opportunity applicant rights, please visit the URL:, 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.


Apply for this job onlineApply
E-mail this job postingRefer
Share on your newsfeed

Go back to the welcome page
Application FAQs

Software Powered by iCIMS