Job: Customer Service Representative—Diversified Investment Advisors, Inc.

AEGON's Florida location supports many business entities. Our focus is on offering a wide range of investment-oriented products and providing quality service to the customer. Together these companies strive to bring superior life insurance, mutual funds and asset accumulation products and services to customers; provide reasonable return to shareholders; furnish opportunities for personal and professional growth to employees; and be good corporate citizens.

This position will part of Diversified Investment Advisors (DIA) who is opening a third location at AEGON-Florida in January 2010. Diversified is a national investment advisory firm specializing in retirement plans. The company's expertise covers the entire spectrum of defined benefit and defined contribution plans, including: 401(k); 403(b); 457; non-qualified deferred compensation; profit sharing; money purchase, cash balance.

All persons hired will become employees of Western Reserve Life Assurance Co. of Ohio Inc.

The Customer Service Representative assists participants in enrolling in plans; researches and responds to participant inquiries (i.e. fund transfers, withdrawals, loans, etc.); documents all actions taken to ensure updated service history for each caller; educates customers on plan/contract provisions; identifies asset retention opportunities and presents product and investment alternatives; provides fund performance information to participants; executes telephone transactions presented by the participant; handles participant complaints in accordance with set procedures; documents all participant complaints and resolutions; problem solves issues as presented by the participant; provides professional service to participants; other duties as assigned.

This position requires a FINRA Series 6 or 7 license; excellent customer relations skills with emphasis on maintaining customer loyalty, resolving customer complaints and creating positive, memorable customer experiences; research and problem solving skills in order to surface an issue, analyze it and implement the most effective corrective action; strong communication skills; ability to work well under stress and high call volumes; ability to interpret contracts and plan documents to educate customers.

Previous call center experience preferred; knowledge of Diversified's products, funds and system capabilities preferred.

Work shifts will be scheduled between 8:00am and 9:00pm (EST). The ability to work all shifts is required. Shift differentials are available for hours worked between 7:00pm and 9:00pm. Overtime required during peak periods. Training classes begin January 4, 2010.

EOE.