15 часов назад
Retirement Plan Specialist I (Financial Advisor/401k Participants) (Remote)
48 500 - 53 000$
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Retirement Plan Specialist I (Financial Advisor/401k Participants) (Remote) (Retirement Plans/Financial Services): Educating customers on retirement product solutions, handling routine inquiries, and recommending account rollover, annuity, and life insurance options with an accent on customer guidance, regulatory awareness, and multi-product needs. Focus on explaining complex financial products, identifying additional customer requirements, and coordinating product requests with relationship managers and fulfillment analysts.
Location: Work From Home, USA; fully remote with field/travel conditions. Schedule may vary during operating hours.
Salary: $48,500–$53,000 annually. Estimated total compensation: $70,000–$95,000 per year, including eligible sales, performance, and annual bonuses.
Company
is an international financial services company providing insurance, retirement, investment, and employee benefit solutions.
What you will do
- Learn retirement, rollover, annuity, term life, and permanent life products, including competitive offerings and applicable regulations.
- Explain routine product options and recommend suitable solutions to customers.
- Identify multi-product needs and connect customers with other product specialists.
- Work with relationship managers and fulfillment analysts to initiate product requests.
- Provide customer guidance through phone, email, video, and chat.
Requirements
- Bachelor’s degree in a business field or equivalent professional experience.
- FINRA Series 6, 63, and 65, or Series 7 and 66 licenses required at the time of hire.
- Life and Health licenses required within 60 days of hire.
- At least one year of experience in the financial services industry.
- Basic knowledge of financial products and strong customer service, communication, listening, problem-solving, and decision-making skills.
- Proficiency with Microsoft Office.
Nice to have
- CFP and/or CRPC certification.
- Knowledge of Salesforce CRM and digital financial advice platforms.
Culture & Benefits
- Full-time employee position with a bi-weekly base salary and eligible bonuses.
- Pension plan, 401(k) match, employee stock purchase plan, and tuition reimbursement.
- Medical, dental, vision, disability, and employee assistance benefits.
- At least 160 hours of paid time off in the first year and ten paid holidays annually.
- Parental leave, adoption assistance, backup care, wellness programs, training, employee resource groups, and inclusion programs.
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