Retirement Plan Specialist, Financial Counselor

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver general product details to clients through phone and email communication.

• Achieve production targets, which encompass monthly activities, client meetings, and acquiring new accounts.

• Clarify product alternatives for standard inquiries and inform customers about Brokerage Individual Retirement Accounts (IRA).

• Offer suggestions when suitable.

• Familiarize oneself with systems and products, along with relevant regulations and compliance guidelines.

• Complete training and development initiatives to get ready for licensing.

• Grasp financial planning concepts, tools, and compliance obligations.

• Record activities in Salesforce and other CRM platforms.

• Participate in skill-enhancing activities and mentorship aimed at achieving fully licensed advisor positions.

• Provide operational and administrative assistance to the Advice Center sales team.

⛳️ Requirements

• Bachelor’s degree in a business-related discipline or equivalent experience.

• At least one year of experience in the financial services sector.

• Fundamental understanding of financial products.

• Strong customer service, interpersonal, and listening abilities.

• Exceptional written and verbal communication and presentation skills.

• Proficient in MS Office applications.

• FINRA Series 6 or 7, and 63 required for approval to conduct business in all states.

• FINRA Series 65 or must obtain within six to twelve months.

• Life and Health licenses needed within 60 days of employment.

• Familiarity with CRM (Salesforce.com) and digital financial advice platforms is preferred.

🏝️ Benefits

• Annual bonus eligibility at a discretionary rate of 5%.

• Guaranteed minimum of $1000 each month for the first six months.

• Pension Plan.

• 401k Matching.

• Employee Stock Purchase Plan.

• Tuition Reimbursement.

• Disability Insurance.

• Medical Insurance.

• Dental Insurance.

• Vision Insurance.

• Employee Discounts.

• Opportunities for Career Training & Development.

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays each year.

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars.

• Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with a minimum of one year of service.

• Adoption Assistance.

• Employee Assistance Program.

• Back-Up Care Program.

• PTO for Volunteer Hours.

• Employee Matching Gifts Program.

• Employee Resource Groups.

• Inclusion and Diversity Programs.

• Employee Recognition Program.

• Referral Bonus Programs.