Customer Service and Sales Representative – Banking, Finance, Insurance

Job ID: 26-29255

Pay Range: $17 - $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: Receive and respond to incoming calls from investment professionals, plan sponsors, and members on a variety of topics. Understand different product suites, including current offerings and those no longer sold that still require servicing. Interpret and apply changes to products based on daily communications, proactively offering consultative expertise. Maintain records of conversations to deepen member relationships and support compliance strategies. Educate customers on tax implications, penalties, and benefits related to plans/contracts. Analyze problems to determine the proper course of action, striving for first-time resolution. Collaborate with internal partners to resolve escalated issues and integrate lean methodology into daily interactions. Develop a career path strategy through monthly meetings with leadership, setting goals for success. Key Requirements and Technology Experience:1+ year of experience in customer service or sales-related occupations. High school diploma or equivalent required.

Preferred: Undergraduate degree in finance, business administration, insurance, economics, or communications.

Preferred: ChFC, CLU, or other industry designations.

Preferred: Client series 6 and/or 26 licenses based on assigned product/line-of-business. Knowledge of various insurance products and the sales process. Excellent verbal and written communication skills. Proficiency with computers and common office software. Ability to understand general aspects of plans/contracts and utilize technology to enhance customer conversations. Our client is a leading Insurance and Financial 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, colour, 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. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.