Financial Service Rep - Grandview Heights, OH

Only for registered members Grandview Heights, OH, United States

1 month ago

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Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their future? This position will be hired on a SuccessFlex basis. Work schedule: 2 days in office, 3 days remote. Key Responsibilities:
  • Process incoming payments for Individual Retirement Accounts (IRAs).
  • Handle beneficiary updates and contract-level changes.

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