Arizona Time Schedules are established well in advanceRequired Education: Associate's DegreePreferred Education: Bachelor's Degree Required Experience: Two+ years' experience in banking or financial servicesOverview: This role receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topicsSummary: As a Representative, you will deliver exceptional service to members, partners, plan sponsors, and investment professionals Success in this role requires understanding high-level products, plans, and regulatory requirements to resolve general account questions, plan fee inquiries, and related issues You will also clearly and effectively communicate Client marketing strategies to customersKey Responsibilities: This role receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Client policies, firms, plan documents and state and local laws Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract Analyzes problems to determine proper course of action, striving for first time final resolution.