Financial Services Representative I (8am - 5pm Pacific)

The next part of your journey is right around the corner — with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams across the nation, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

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. 

The shift for this role is 8:00am - 5:00pm Pacific

PRINCIPAL ACCOUNTABILITIES / ESSENTIAL FUNCTIONS

• 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.

Skills and Background You’ll Need

• 2+ years in financial services experience that includes providing customer service in a contact center environment.

• MUST HAVE active FINRA Series 6 or 7, and the Series 63; these licenses are required as part of this position.

• Associate or Bachelor’s degree preferred.

Key Behaviors of a Successful Candidate

• 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.

#LI-REMOTE

Why Join The Standard?

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions

• An annual incentive bonus plan

• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure

• A supportive, responsive management approach and opportunities for career growth and advancement 

• Paid parental leave and adoption/surrogacy assistance

• An employee giving program that double matches your donations to eligible nonprofits and schools

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

Salary Range:

25.00 - 33.29

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 identity, 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, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.