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 an understanding of competitive offerings and regulatory frameworks.

• Clearly articulate product options for routine inquiries to customers, ensuring they comprehend their choices; provide product recommendations accordingly.

• Assess if customers have multi-product needs and facilitate connections to 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.

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

• Life and Health licenses (to be obtained within 60 days of hire).

• At least one year of experience within 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 recommend appropriate product solutions.

• Proficient written and verbal communication skills to disseminate information through phone, email, video, chat, etc.

• Competent in using MS Office applications.

• CFP and/or CRPC designation (preferred).

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

🏝️ Benefits

• Competitive Pay

• Bonus for Eligible Employees

• Comprehensive Benefits Package

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Opportunities for Career Training & Development

• 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 each year (typically aligned with the New York Stock Exchange (NYSE) holidays).

• 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 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