Retirement Plan Specialist I (Work from Home)
Responsibilities
- Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
- Explain and ensure customers understand product options for routine inquiries; make product recommendations.
- Identify if there are multi-product needs and connect customers to other product specialists.
- Work with relationship managers and fulfillment analysts to initiate product requests.
Qualifications
- 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 license (or obtain within 90 days)
- 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 and/or CRPC
- Knowledge of CRM (Salesforce.com) and digital financial advice platforms
Working Conditions
- Office or hybrid office/remote environment
- Schedule may vary to fulfill service levels during hours of operation
Compensation
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
Total Compensation for this role is estimated to be $65,000 - $95,000 per year.
The Salary for this position generally ranges between $46,000 - $50,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.