About The Position
This role involves handling inbound calls and providing financial education on complex retirement-related questions, investment, and payment options for plan participants. It focuses on both qualified and non-qualified retirement plan benefits. Ideal candidates should have a financial background, enjoy educating and supporting others, and possess strong listening, communication, and problem-solving skills. Knowledge of Defined Contribution and/or Defined Benefit plans is essential.
Requirements
- Ability to acquire FINRA Series 6 within 6 months of hire.
- Demonstrate Defined Contribution or Qualified Plan experience. Experience in customer Service, and/or financial services.
- Possess analytical skills for problem solving and ability to troubleshoot basic technical problems.
- Be detail oriented with a high degree of accuracy and personal accountability.
- Able to work in high pressure environment with seasonality high volume.
- Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information
- Demonstrate sustained confidence and resilience during difficult interactions
- Possess ability to ask relevant probing questions to better assess customer needs. Also, use data to persuade and influence customers to objectively guide them.
- Demonstrate active listening to customers to understand both articulated and unarticulated needs.
Responsibilities
- Handling inbound calls and providing financial education.
- Answering complex questions, investment and payment options available to plan participants.
- Offering guidance on appropriate tools and services.
- Providing information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules.
- Working independently to troubleshoot and research issues, and develop solutions.
- Processing transactional support to plan participants.
- Focusing guidance on qualified and non-qualified retirement plan benefits.
Benefits
- health, dental and vision coverages starting Day One
- wellbeing programs
- retirement plans with contribution matching
- generous time off
- parental leave
- continuing education
- career growth opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
