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Financial Services Representative

The Standard

in Portland OR / Cincinnati OH

Logo for 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.

What You'll Do:

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. In addition: 

  • Leverage industry knowledge, internal systems, and principles of retirement investing to assist customers. 
  • Educate plan participants on their available investment options to help them make changes to their investment strategy. 
  • Use internal systems and tools and help participants understand how their employer sponsored retirement plan fits into their overall retirement picture. 
  • Review transaction history, account statements, and other financial data to help customers understand their account activity 
  • Engage in consultative, educational conversations customers regarding their investment goals, tolerance for risk, and time horizon for retirement. 
  • Personalize and relay accurate information to customers about their retirement account by phone and email striving for a first contact resolution experience. 
  • Problem solve, perform initial research and follow-up with customers 
  • Navigate multiple systems while talking with customers 
  • Meet standard performance metric expectations 
  • Interact with internal departments to help resolve customer questions 
  • Support contact center team projects including user acceptance testing as needed 

The Skills and Background You’ll Need: 

  • Associate’s degree required; Bachelor's degree preferred. 
  • 2+ years customer service, contact center and financial services background preferred. 
  • You will be required to pass the SIE (if required) and transfer or obtain the  Series 6, with Series 63 where applicable, OR a Series 65 license within 90 days of your date of hire. 

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

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