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Date Posted: 01/23/2024.
Hiring Organization: Rose International
Position Number : 457157
Job Title: Bilingual (Spanish) Annuity Solution Center Representative
Job Location: Remote, USA
Employment Type: Temp to Hire
Estimated Duration (In months): 13
Min Hourly Rate ($) : 21.00
Max Hourly Rate ($): 21.00
Must Have Skills/Attributes: Bilingual, Customer Service, Verbal Communication
Job Description
Only those lawfully authorized to work in the designated country associated with the position will be considered.
Please note that all Position start dates, and duration are estimates and may be reduced or lengthened based upon a client s business needs and requirements.
Title: Bilingual (Spanish) Solutions Center Representative-Annuities
Position: 27391
Duration: 12+months, potential for conversion to FTE
Location: Remote but must reside in EST or CST time zone. Candidates from New York are not eligible for this position.
Must be fluent in Spanish both written and spoken.
Looking for candidates that have a personality, are engaging and well spoken. This is not a CALL CENTER job.
Training: 6 weeks virtual training-Monday-Friday 10:00AM-6:30PM EST
NOTE: Training to commence on 03/18/2024 and end approximately 04/26/2024. (End date subject to change) Training is mandatory.
Schedule: Must be available to work a variable rotating schedule Monday to Friday between the hours of 8:00AM to 8:00PM EST Monday-Friday and can change from week to week.
Equipment will be provided but candidate must have a dedicated workspace, free of distractions.
Must have high speed internet for this position. A speed test will be conducted.
Broadband Circuit with at least 30 Mbps download speed, 2 Mbps upload speed. Access to router is a must as it is required to be directly connected.
Job Description:
As a Representative, you’ll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you ll effectively interpret and articulate Client marketing strategies when communicating with customers.
Key Responsibilities:
Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics.
Understands the different product suites, including current line-up and products no longer sold that still require servicing.
Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Client policies, firms, plan documents and state and local laws.
Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other duties as assigned.
Education : Must have a minimum of a high school diploma/GED. College degree preferred.
License/Certification/Designation: Client will assist to obtain licenses.
Experience : One year of experience in customer service, sales related occupations. Must be fluent in Spanish and English both written and spoken.
Knowledge, Skills and Ability:
Knowledge of various insurance products and the sales process desired.
Understands there are consequences of not following the FINRA rules and regulations.
Excellent verbal and written communication skills to effectively communicate with others.
Proficiency with computers and common office software.
Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Benefits:
For information and details on employment benefits offered with this position, please visit here.
Should you have any questions/concerns, please contact our HR Department via our secure website.
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations’ website here.
