Retirement Plan Specialist I (Financial Advisor/401k Participants) (Remote) (Kelsey Harris)

Overview

This role is part of Internal Sales and involves providing customers education, guidance, and transparency around retirement product solutions.

The position is fully remote and works 40 hours per week. The employer is interviewing for multiple openings for a November 30th class and a January 4th class.

Responsibilities

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

Qualifications

• Bachelor’s degree in a business field or equivalent professional experience
• FINRA Series 6, 63, and 65, or FINRA Series 7 and 66 at time of hire
• Life and Health insurance license(s) as required by state(s), or obtain within 60 days of job entry date
• One year of experience in the financial services industry
• Basic knowledge of financial products (related to 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, CRPC
• Knowledge of CRM (Salesforce.com) and digital financial advice platforms

Compensation & Benefits

Compensation

• Total compensation estimate: $70,000 - $95,000 per year
• Salary range generally: $48,500 - $53,000 annually
• Eligibility for sales and/or performance incentives (specifics reflected in individual incentive plan documents)
• Annual bonus eligibility may apply based on the company bonus plan/individual performance and is at the employer’s discretion

Benefits package (for eligible employees)

• Pension plan
• 401k match
• Employee stock purchase plan
• Tuition reimbursement
• Disability insurance
• Medical, dental, and vision insurance
• Employee discounts
• Career training & development opportunities
• Health and work/life balance benefits
• 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)
• Wellness program including wellness coaching and reward dollars
• Parental leave: fifteen (15) days of paid parental leave per calendar year to 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 recognition program
• Employee resource groups
• Referral bonus programs

Location & Working Conditions

• Remote environment
• Schedule may vary to fulfill service levels during hours of operation

Licensure/Verification Note

• Beware of fake job offers. The employer warns that scammers may impersonate recruiters, particularly for remote positions. Offers are sent via DocuSign following a verbal offer—not through text or email.