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Advisory Services Representative

The Standard

in Cincinnati OH / Portland OR

The Standard

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.

Job Summary:

Responsible for personalizing and relaying accurate plan-specific information to participants during in-bound and out-bound calling.  Facilitate the participant's experience with SRS services and advance the participants' understanding of their companies’ retirement savings plan and available savings options and strategies within that plan. Knowledgeable in the operational and procedural processes for all plan types, including but not limited to transfers, rollovers, options for bringing additional assets under management.

Deliver personalized service and responding to a variety of plan and policy-related questions which impacts the participant and ultimately, the plan as a whole.  Provide clear and concise communication of plan information, policies, and procedures via telephone or by using a variety of computer and telecommunications technologies/software/systems.  Problem solves, perform initial research, and follow-up with individual participant related issues, as needed.  Monitor the status of requested work and prepare customized correspondence as necessary. Facilitate call escalation for participants ensuring the assets, liability, and reputation are upheld at all times.

Support Division projects as assigned, especially those involving customer-focused activities and secondary activities that support the administrative and servicing functions of the Internal Admin/Ops and legal departments;  website enhancements - IVR and user acceptance testing.

Job Specifications:

  • Education & Experience: Associate’s degree required, Bachelor's degree preferred.  4+ years financial advisory or trading experience, minimum of 2 years customer service/contact center experience, or the equivalent combination of education/experience.
  • Knowledge & Skills:  Must have a full understanding of the various retirement product lines and IRS rules regarding retirement plans.  Demonstrated professional demeanor communicating via telephone by using a variety of computer and telecommunications technologies/software/systems. Ability to take or recommend appropriate action in a limited timeframe; ability to retain and effectively communicate specific details/provisions and legally defensible and appropriate investment advice related to retirement plans/products, investment securities, mutual funds, investment, knowledge of variable annuities, and a 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.  Often defines procedures on how to complete project work when assigned in the form of objectives.
  • Independence & Supv required:  Typically receives little instruction on daily work.  May require general instructions on new assignments.
  • Interaction & Influence:  Contacts will be with the participants, sponsors, external financial advisors, enrollment team, and advanced processing team, immediate supervisor, and others on their team.  Builds working relationships within the department. 
  • Bilingual (Spanish) preferred
  • Series 6 /7, with Series 63 where applicable, OR a Series 65 license preferred

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.

How to Apply

Click HERE to Apply!

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