Representative, Solutions Center

The Representative, Solutions Center provides extraordinary care to members, partners, plan sponsors, and investment professionals by resolving account inquiries, interpreting product and regulatory requirements, and articulating marketing strategies. This role involves handling incoming calls, maintaining detailed conversation records, ensuring compliance with FINRA and other regulations, and educating customers on tax implications and plan benefits. The position requires strong communication skills, a customer service background, and the ability to analyze problems for first-time resolution.