Retirement Plan Specialist I – Financial Advisor/401k Participants

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

📋 Description

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

• Clearly communicate product options for routine inquiries, ensuring customers have a thorough understanding.

• Provide thoughtful product recommendations.

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

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

• Offer customers education, guidance, and clarity regarding retirement product solutions.

• Address routine customer inquiries under the supervision and direction of senior analysts.

⛳️ Requirements

• Must possess FINRA Series 6, 63, and 65; OR Series 7 and 66 at the time of hiring.

• Bachelor's degree in a business-related field or equivalent professional experience.

• Life and Health insurance license(s) as mandated by state(s), or secure within 60 days of employment start date.

• 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 abilities.

• Effective problem-solving and decision-making skills.

• Proficient written and verbal communication, along with presentation skills.

• Familiarity with MS Office applications.

• CFP or CRPC certification is preferred.

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

🏝️ Benefits

• Bi-weekly base salary.

• Sales and/or performance incentives.

• Annual bonus based on the Company Bonus Plan and Individual Performance.

• 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, featuring Wellness Coaching and Reward Dollars.

• Fifteen (15) days of paid parental leave 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.