Financial Service Support Representative
Pay: $17/hr
Location: Hybrid at 1000 Yard St, Building H, Grandview Heights, OH 43212
Schedule: Mon-Thurs 8a-5:30p, Friday 8a-11:45a EST
Anticipated Start Date: 5/12/2025, pending completion of new hire onboarding
Assignment Length: 12 months, opportunity for extension/conversion depending on performance, attendance and business need
Benefits: Health, Dental, Vision

Hybrid - Tues-Thurs in office, Monday and Friday at home

Responsibilities:

• Appointment Scheduling: Coordinate and manage appointments for external and virtual wholesalers, including conferences, lunches, continuing education sessions, and webinars.
• Wholesaler Relationship Management: Cultivate strong relationships with wholesalers, ensuring they receive timely updates and remain well-informed about product enhancements and rate changes
• Sales Support: Provide essential support to our sales team, assisting with administrative tasks, data analysis, and communication.
• Territory Updates: Keep track of territory-specific updates and communicate them effectively to wholesalers.
• Sales-Driven Approach: Collaborate with a sales-driven mindset, understanding the importance of meeting targets and contributing to overall business growth.

Qualifications:

• Sales Enthusiast: You're passionate about sales and eager to learn and grow within the field.
• Organized and Proactive: Excellent organizational skills and the ability to proactively manage schedules and relationships.
• Effective Communicator: Strong verbal and written communication skills are essential.
• Detail-Oriented: Accuracy matters, especially when dealing with rates and product information.
• Team Player: You thrive in a collaborative environment and enjoy supporting others.
• Career Aspirations: Candidates interested in pursuing a sales career will find this role a stepping stone to higher sales positions within ***.

Day to Day Activities

• Proactively initiates daily contacts to financial professionals to understand their business, promote solutions and obtain agreement to learn more about offerings through one-on-one or group meetings.
• Performs outbound calls to financial professionals with contracts to aid in retaining their business.
• Performs prospecting calls to financial professionals that have not done business before or in an extended amount of time to introduce them to the current offerings.
• Review lists of financial professionals and search database for relevant information through pre-call planning.
• Collaborates with wholesaling teams to identify targeted financial professionals and keep calendar up to date.
• Promotes webinar to drive attendance.
• Completes outbound calls to aid in retaining business.
• May perform other responsibilities as assigned.

Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen