Retirement Plan Specialist I – Financial Advisor/401k Participants

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

📋 Description

• Acquire knowledge of all products within the assigned specialty area, including insights on competitive offerings and regulations.

• Communicate and ensure that customers comprehend product options for standard inquiries; provide product recommendations.

• Assess if customers have multi-product needs and connect them with other product specialists.

• Collaborate with relationship managers and fulfillment analysts to initiate product requests.

⛳️ Requirements

• A bachelor’s degree in a business-related field or equivalent professional experience.

• Hold FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (necessary for approval to conduct business in all states).

• Obtain Life and Health licenses (mandatory within 60 days of hire).

• Minimum of one year of experience in the financial services sector.

• Fundamental understanding of financial products relevant to the assigned specialty area.

• Strong customer service, interpersonal, and listening skills to effectively engage with customers and build trust.

• Problem-solving and decision-making abilities to select and recommend suitable product solutions.

• Proficient written and verbal communication, along with presentation skills to convey information through phone, email, video, chat, etc.

• Competence in using MS Office.

• Preferred Qualifications

• CFP and/or CRPC certifications.

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

🏝️ Benefits

• Competitive Pay

• Bonus for Eligible Employees

• Benefits Package

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

• Health and Work/Life Balance Benefits

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

• Ten (10) paid holidays per year (generally aligning with the New York Stock Exchange (NYSE) holidays).

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

• Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

• 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