Entry-Level Customer Service Representative – Accelerate Your Career with arenaflex

Are you ready to embark on a rewarding career journey with a forward-thinking organization that prioritizes innovation, growth, and employee development? Look no further than arenaflex, a trailblazer in the industry, where you'll have the opportunity to invest in your future and make a lasting impact. At arenaflex, we're not just looking for talented individuals; we're seeking passionate and driven professionals who are eager to learn, grow, and thrive in a dynamic environment. As an Entry-Level Customer Service Representative, you'll be part of a high-performing team that's dedicated to delivering exceptional service to our clients. With a comprehensive training program and a supportive network, you'll have the tools and resources you need to succeed and advance in your career.

What to Expect

As a member of our Workplace Planning and Advice outbound and inbound call team, you'll embark on a multi-stage development journey that will equip you with the skills and expertise needed to excel in your role. Your responsibilities will include:

• Building effective relationships with our clients through calling and engaging warm leads
• Guiding inactive and active 401(k) participants through all their available options while introducing them to our services
• Learning and developing expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity
• Providing timely and accurate support to meet our clients' needs
• Advancing to taking consultative inbound calls from 401(k) participants, helping them with their retirement and investment needs

Learning and Development

At arenaflex, we're committed to your growth and development. You'll receive comprehensive training, including:

• A licensing roadmap to help you prepare for your FINRA licensing exams
• Individualized study plans to ensure you're on track to meet your goals
• Access to top-quality training resources, including Fidelity's Relationship Model, our planning culture, and technology to help our clients
• Career coaching to help you understand the array of career opportunities at arenaflex and chart a course for your future

Celebrating Your Success

At arenaflex, we believe in recognizing and celebrating your achievements. You'll have the opportunity to:

• Receive recognition and rewards for your progress and accomplishments
• Build a supportive network of colleagues who will help you achieve success
• Experience variety in your work with dedicated time for development activities that go beyond answering client calls

Growing with arenaflex

From day one, you'll have the support and structure to plan for your future at arenaflex. Our career coaching will help you understand the array of career opportunities and chart a course to help you grow in a personalized career path. You'll have the opportunity to:

• Explore advanced planning roles to further your career
• Develop book-management skills and effectively handle leads while utilizing tools like Salesforce
• Build rapport and open conversations with clients through profiling and utilizing consultative skills during client interactions
• Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
• Set up targeted appointments while identifying opportunities to address client needs related to products and services

The Skills You Bring

To succeed in this role, you'll need to possess:

• Outstanding client relationship experience, including an understanding of a sales process, calling, and working with warm leads
• Knowledge or experience in sales or the consultative relationship process
• Accountability and a goal-oriented mindset
• The ability to ask deeper questions to fully understand the client's situation
• Flexibility to work in a "hybrid" work setting, both at home and in office
• Comfort with technology and the ability to navigate multiple systems simultaneously
• Aptitude to complete FINRA SIE, Series 7, and Series 66 upon hire

Our Investments in You

At arenaflex, we're committed to helping you and your loved ones strike the perfect balance. Our benefits programs include:

• Maternal and Parental Leave
• Tuition Reimbursement
• Student Loan Assistance
• 401(K) 7% match
• Health Insurance
• Dental Insurance
• Vision Insurance
• Disability Insurance
• Paid Time off
• Backup Dependent Care
• Charitable match
• Concierge Services

Join the arenaflex Team

If you're ready to embark on a rewarding career journey with a forward-thinking organization that prioritizes innovation, growth, and employee development, apply now to become an Entry-Level Customer Service Representative at arenaflex. Apply for this job