Representative, Solutions Center

Provide extraordinary care by answering inbound calls from investment professionals, plan sponsors, and members. Analyze and resolve general account and plan inquiry questions, interpret product/plan and regulatory changes, and document conversations. Ensure compliance with FINRA, state/local laws, and company policies while educating customers on tax implications, surrender charges, death benefits, and lifetime income. Work in a call center environment with hybrid on-site requirements and collaborate with internal partners to escalate complex issues.