Advisory Services Rep I
About the Job
If you want to make a positive difference and stand out from the crowd, you’ll fit in at The Standard (www.standard.com). Through our retirement plans and insurance products and services, we help people achieve financial well-being and peace of mind. Come join us and share our passion for serving our customers in a positively different way.
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 & Supv 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.
Bilingual (Spanish) preferred
Series 6 /7, with Series 63 where applicable, OR a Series 65 license preferred