Solutions Center Rep Bilingual

Immediate need for a talented Solutions Center Rep – Bilingual
. This is a 12 Months Contract opportunity with long-term potential and is located in Scottsdale AZ (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job
-23020

Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics
• Respond to inbound calls from members, plan sponsors, and investment professionals regarding accounts, retirement plans, and investment products.
• Provide support for both current and legacy product offerings requiring ongoing servicing.
• Interpret and apply product updates, policy changes, and service enhancements.
• Identify customer needs through consultative conversations and recommend appropriate solutions.
• Maintain accurate and detailed documentation of customer interactions in internal systems.
• Educate customers regarding:
• Tax implications
• Penalties and surrender charges
• Death benefit protection
• Lifetime income options
• Capital preservation
• Plan and contract benefits
• Analyze customer concerns and work toward first-call resolution whenever possible.
• Partner with internal departments to resolve escalated customer issues.
• Ensure compliance with FINRA regulations, policies, plan documents, and applicable federal, state, and local laws.
• Participate in team meetings, continuous improvement initiatives, and career development activities.
• Perform additional duties as assigned.

Key Requirements and Technology Experience:

• Must have skills: - Candidate must be bilingual in Spanish and English.
• Knowledge of various insurance products and the sales process
• High School Diploma or equivalent required.
• Bachelor's degree in Finance, Business Administration, Insurance, Economics, Communications, or a related field preferred.
• Experience
• Minimum one (1) year of experience in Customer Service or Sales-related roles.
• Knowledge of insurance products and the financial services industry.
• Understanding of FINRA rules, regulations, and compliance requirements.
• FINRA Series 6 and/or Series 26 licenses preferred (may be required depending on assigned business line).
• Professional certifications such as ChFC, CLU, or other industry designations are considered a plus.
• Bilingual communication skills.
• Excellent verbal and written communication skills
• Strong customer service orientation
• Problem-solving and analytical abilities
• Active listening and consultative communication
• Ability to manage multiple tasks in a fast-paced environment
• Computer proficiency and familiarity with Microsoft Office applications
• Accurate documentation and record-keeping skills
• Knowledge of financial products and retirement plans
• Strong attention to detail
• Team collaboration and interpersonal skills
• Work Environment
• Fast-paced inbound customer service environment.
• Collaborative team culture with ongoing coaching and professional development.
• Opportunities for career growth through leadership support and performance development.

Our client is a leading Banking Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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