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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.
Job Responsibility:
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
Requirements:
Possess FINRA Series 6 or 7
Series 63/65/66 a plus
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
Use data to persuade and influence customers to objectively guide them
Demonstrate active listening to customers to understand both articulated and unarticulated needs
US Citizenship requirements- proof will be required to verify US citizenship status at time of hire
Qualified candidates must reside in the United States or Puerto Rico