At The Standard, you’ll join a team focused on putting our customers first.
Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities.
We offer a caring culture where you can make a real difference, every day.
Ready to reach your highest potential? Let’s work together.
Functional Job Summary:
The primary responsibility for the Financial Services Representative role is to provide an excellent quality experience while answering phone calls from customers regarding their retirement plans with The Standard. This is an inbound phone center where customer service, critical thinking, problem solving, and adaptability are key skills. While the primary calls will be incoming, outgoing calls are also required as well as responding to customer emails. Frequent questions include online account access and navigation, loan and distribution eligibility, rollovers, and RMD’s. More complex questions and requests include statements, plan entry eligibility, deferral rate changes, rebalance transactions, fund to fund transfer transactions, future directive change transactions, discussing market volatility, planning for retirement, and providing service related to The Standard’s Mainspring Managed service.
Education & Experience :
Associate’s degree required; Bachelor’s degree preferred. 2+ years customer service, contact center and financial services background preferred. You will be required to transfer or obtain a Series 6, with Series 63 where applicable, within 90 days of your date of hire.
Knowledge & Skills :
Must have a full understanding of the various retirement product lines and IRS rules regarding retirement plans. Demonstrated professional demeanor communicating via phone and email by using a variety of computer and telecommunication systems. Ability to take appropriate action or provide appropriate information in a limited timeframe; ability to retain and effectively communicate specific details. Ability to retain and effectively communicate specific details/provisions of retirement plans/products. 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. Primary contact will be external with plan participants and occasional third parties. Internal team collaboration will be frequent and important. Makes recommendations for new processes or procedures.
Independence & Supv required :
Typically receives little instruction on daily work. May require general instructions on new assignments. Regular feedback will be provided by our quality team and managers. Adjustments to work will be expected based on the feedback provided, to ensure core metrics are met. Job instruction documents are expected to be followed when available.
Interaction & Influence : The majority of contacts will be with the participants. Internal team collaboration will also be required. Building working relationships within department is essential.
Professional Certification Required: You will be required to transfer or obtain a Series 6, with Series 63 where applicable, within 90 days of your date of hire. These licenses are required as part of your position. If you do not already hold these licenses, it is our expectation that this process be initiated immediately after your date of hire. If you take the securities licensing examination but fail, you will be given one additional 90-day study period. Failure to pass the examination will result in termination from the position. The Standard will provide study materials and five paid study days within thirty days of your date of hire and pay fees associated with the licensing process.
Please note that you must be in your current position for a minimum of 6 months as a non-exempt and 12 months as an exempt employee to be eligible to apply for internal positions.
Note: The Standard is required to provide a reasonable estimate of the pay rate for this role when hiring a Colorado resident. The salary for employees working in Colorado in this role is listed below. The Standard’s package also includes incentive plan participation and comprehensive benefits including medical, dental, vision, retirement, and paid time off.
Please note, eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on various factors, including individual and organizational performance.
Hourly Pay Range:
20.72 – 35.19
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.