Retirement Counselor

Alight Solutions

1d•Remote

About The Position

At Alight, we believe a company’s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.” We are passionate about connecting purpose with impact. Alight empowers clients to build a healthier and more financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, navigation, and absence management. Join our industry-leading team to deliver innovative solutions for Alight Clients in the Financial Services business group. You will provide financial education on various investment and financial options to plan participants.

Requirements

Have FINRA Series 7 and 65/66 or able to obtain within 90 days of employment.
Have an undergraduate degree and minimum of 5 years financial industry experience.
Have experience in delivering retirement planning and investment advisory services.
Ability to educate callers on complex retirement and investment concepts.
Rapport building and interpersonal skills.
Possess active listening skills to understand both articulated and unarticulated needs of the client.
Possess ability to ask relevant probing questions to better assess customer needs.
Use data to persuade and influence customers to objectively guide them.
Possess ability to utilize conceptual thinking to identify patterns, apply concepts and clarify complex information.

Responsibilities

Interacting with retirement plan participants through multiple channels needing assistance with retirement plan rollovers.
Supporting investment advisory services.
Explaining investment services available to participants with the goal to direct them to the correct service.
Providing financial education related to various retirement plan topics.
Interviewing individuals to gather required information, review planning suggestions, and deliver the right solution to the individual.
Making warm outbound calls to customers interested in the creation of an account or in our programs.
Explaining employer-based retirement plan requirements and basic IRS regulations related to 401(k) transactions to retirement plan participants.
Collaborating with Benefits Center Customer Care teams to enhance customer experience.
Providing education on IRA accounts, Advisory products, and best practices.
Identifying strategies to improve referrals and facilitate reciprocal sharing of knowledge.
Engaging with customers to handle account inquiries and update information.
Providing assistance with trading activities and responding to customer inquiries.
Troubleshooting basic technical issues and offering product and service literature.
Participating in the process of setting up new accounts and maintaining accounts for customers.
Accurately recording account openings and other transactions in our record keeping database.