Retirement Plan Specialist I (Financial Advisor/401k Participants) (Work from Home)

Overview

This role is a Retirement Plan Specialist within Internal Sales and is fully remote.

The organization is expanding and now interviewing for multiple openings for an August 3rd class.

Responsibilities

• Learn all products in the assigned specialty area, including awareness of competitive offerings and regulations.
• Explain and ensure customers understand product options for routine inquiries; make product recommendations.
• Identify multi-product needs and connect customers to other product specialists.
• Work with relationship managers and fulfillment analysts to initiate product requests.

Requirements

• Bachelor’s degree in a business field or equivalent professional experience
• FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states)
• Life and Health licenses (required within 60 days of hire)
• One year of experience in the financial services industry
• Basic knowledge of financial products (related to the assigned specialty area)
• Customer service, interpersonal, and listening skills to effectively communicate with customers and earn trust
• Problem-solving and decision-making skills to select and recommend product solutions
• Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc.
• Proficiency using MS Office

Preferred Qualifications

• CFP and/or CRPC
• Knowledge of CRM (Salesforce.com) and digital financial advice platforms

Working Conditions

• Remote (Field/Travel) environment
• Schedule may vary to fulfill service levels during hours of operation

Compensation & Benefits

Compensation (estimated)

• Total compensation: $70,000 - $95,000 per year (estimated)
• Salary range: $48,500 - $53,000 annually (estimated)
• Eligibility for sales and/or performance incentives (specifics reflected in individual incentive plan documents)
• Typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance, at the company’s discretion

Compensation details above are provided as a good faith estimate for this position only and based on what a successful candidate might be paid in certain locations. Salary may vary above or below the stated amounts as permitted by applicable law.

Benefits package (for eligible employees)

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and work/life balance

• Paid Time Off starting at 160 hours annually for employees in their first year of service
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)
• Be Well Company holistic wellness program, including 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

Location

Fully remote (field/travel environment).