Retirement Counselor

Alight

1d•$60,000 - $80,000•Remote

About The Position

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 undergraduate degree and minimum of 5 years financial industry experience.
Have experience in delivering retirement planning and investment advisory services required.
Have ability to educate callers on complex retirement and investment concepts is necessary. Also, rapport building and interpersonal skills are necessary.
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. Also, 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.
Have the ability to educate callers on complex retirement and investment concepts is necessary.

Responsibilities

Interacting with retirement plan participants through multiple channels needing assistance with retirement plan rollovers. Also supporting investment advisory services.
Explaining investment services available to participants with the goal to direct them to the correct service. Also, 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.
Collaborate with Benefits Center Customer Care teams to enhance customer experience. Provide education on IRA accounts, Advisory products, and best practices. Identify strategies to improve referrals and facilitate reciprocal sharing of knowledge.
Engage with customers to handle account inquiries and update information. Provide assistance with trading activities and respond to customer inquiries. Troubleshoot basic technical issues and offer product and service literature.
Participating in the process of setting up new accounts and maintaining accounts for customers. Also, accurately recording account openings and other transactions in our record keeping database.