Brokerage Specialist

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Utilize expertise in after-tax brokerage accounts to assist clients in selecting the most suitable provider.

• Offer insights and guidance regarding qualified plan requirements, distributions, loans, investment options, and specific plan regulations.

• Identify and recommend appropriate IRA account types effectively.

• Clarify available college savings plan options through the PFC.

• Navigate the internal PFC 529 website to gather necessary information.

• Develop a comprehensive knowledge base and communicate the advisor relationship to employees.

• Investigate and troubleshoot issues, providing effective solutions.

• Educate callers on intricate retirement and education funding concepts.

• Listen to customers attentively to recognize both expressed and unexpressed needs.

• Leverage data to guide, persuade, and influence customers in an objective manner.

• Pose relevant probing questions to evaluate customer needs.

• Collaborate with Call Center and Defined Contribution Client Teams to meet objectives.

⛳️ Requirements

• A minimum of 5 years of experience in the financial industry.

• FINRA SIE certification is mandatory.

• Must obtain FINRA Series 6 License and Series 63 License within six months of employment.

• Capability to utilize conceptual thinking for identifying patterns, applying concepts, and clarifying complex information.

• Proficiency in educating callers on complex retirement and education funding concepts.

• Strong listening skills to understand both articulated and unarticulated customer needs.

• Excellent rapport-building and interpersonal skills.

• Team-oriented mindset for engaging with colleagues in the Call Center and Defined Contribution Client Teams.

• Ability to leverage data to persuade and influence customers while providing objective guidance.

• Skill in asking relevant probing questions to assess customer needs.

• Legal authorization to work in the Employing Country without requiring future visa sponsorship.

🏝️ Benefits

• Health, dental, and vision coverage starting on Day One.

• Access to wellbeing programs.

• Retirement plans that include contribution matching.

• Generous time-off policies.

• Parental leave benefits.

• Opportunities for continuing education.

• Career advancement prospects.

• Flexible working arrangements where feasible.

• Competitive total rewards package.

• Ongoing education and training opportunities.