Retirement Plan Specialist I – Financial Advisor/401k Participants

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

📋 Description

• Acquire in-depth knowledge of all products within the designated specialty area, including competitive offerings and relevant regulations.

• Educate customers, providing guidance and clarity regarding retirement product solutions.

• Manage routine inquiries from customers.

• Clearly articulate product options and confirm customer comprehension.

• Offer product recommendations based on customer needs.

• Recognize multi-product requirements and connect customers with other product specialists.

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

• Gain product knowledge and receive instruction, support, and direction from senior analysts.

• Establish strong relationships with customers and assist them in navigating financial challenges.

• Engage with ongoing warm leads rather than focusing on prospecting.

⛳️ Requirements

• Possession of FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 at the time of hire.

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

• Life and Health licenses must be obtained within 60 days of hire.

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

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

• Strong customer service, interpersonal, and listening abilities.

• Competence in problem-solving and decision-making.

• Effective written and verbal communication as well as presentation skills.

• Proficiency in MS Office applications.

• Preferred: CFP and/or CRPC certifications.

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

• Work schedule may vary to meet service levels during operational hours.

🏝️ Benefits

• Bi-weekly base salary.

• Bonuses available monthly, quarterly, and annually.

• Incentives based on sales and/or performance.

• Annual bonus tied to the Company Bonus Plan and individual performance.

• Pension plan.

• 401k matching contributions.

• Employee Stock Purchase Plan.

• Tuition reimbursement.

• Disability insurance.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Employee discounts.

• Opportunities for career training and development.

• Paid time off starting at 160 hours annually during the first year of service.

• Ten (10) paid holidays each year.

• Be Well Company holistic wellness program, including wellness coaching and reward dollars.

• 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.

• Paid time off for volunteer hours.

• Employee matching gifts program.

• Employee resource groups.

• Inclusion and diversity initiatives.

• Employee recognition program.

• Referral bonus programs.

• Fully remote work-from-home arrangement.