Retirement Plan Specialist – Financial Counselor, Series 6/7, 63 required

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

📋 Description

• Deliver comprehensive product information to customers through phone and email communications.

• Achieve production targets, which include monthly activities, client meetings, and the establishment of new accounts.

• Clarify product choices and inform customers about Brokerage Individual Retirement Accounts (IRA).

• Acquire knowledge of systems, products, regulations, and compliance standards.

• Participate in training and development programs in preparation for obtaining licensing.

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

• Record activities in Salesforce and other CRM tools.

• Engage in skill enhancement activities and mentorship aimed at transitioning to fully licensed advisor positions.

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

⛳️ Requirements

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

• A minimum of one year of experience in the financial services sector.

• Fundamental knowledge of financial products.

• Strong customer service, interpersonal, and listening abilities.

• Exceptional written and verbal communication and presentation skills.

• Proficient in using MS Office applications.

• Possession of FINRA Series 6 or 7 license.

• FINRA Series 65 license, or the ability to obtain it within 12 months of starting the position.

• Life and Health insurance licenses, or the ability to obtain them within 60 days of commencing employment.

• Preferred knowledge of CRM systems (Salesforce.com) and digital financial advice platforms.

• Preferred possession of Life and Health insurance license(s), as mandated by state requirements.

🏝️ Benefits

• Competitive Pay

• Bonus for Eligible Employees

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

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

• Ten (10) paid holidays per year

• Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars

• Paid parental leave – fifteen (15) days per calendar year for eligible employees with at least 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

• Sales and/or performance incentives

• Annual Bonus based on the Company Bonus Plan/Individual Performance