Are you a fast learner who is fascinated by Client interactions? Are you looking for a new opportunity to work in a goal-oriented team? Our story At Alight, we believe a company’s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.” Our Values: Champion People – be empathetic and help create a place where everyone belongs. Grow with purpose – Be inspired by our higher calling of improving lives. Be Alight – act with integrity, be real and empower others. It’s why we’re so driven to connect passion with purpose. Alight helps clients gain a benefits advantage while building a healthy and financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, absence management and navigation. With a comprehensive total rewards package, continuing education and training, and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work. Join our team if you Champion People, want to Grow with Purpose through acting with integrity and if you embody the meaning of Be Alight. Learn more at careers.alight.com. Alight is Looking for a Licensed DC Customer Solutions Specialist (FINRA Series 6 or 7 is required) This role requires that qualified candidates must reside in the United States or Puerto Rico. Only applicants from these locations will be considered. As part of an industry-leading team, you will help drive results for Alight Clients by delivering innovative and effective solutions as part of our Wealth Customer Care group within Alight. About the Role 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. Responsibilities - 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. Also, 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- as this role supports services provided to the federal government and/or a federal government contractor, proof will be required to verify US citizenship status at time of hire. Flexible Working So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and “Top 100 Company for Remote Jobs” 5 years in a row. Benefits We offer programs and plans for a healthy mind, body, wallet and life because it’s important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity, paternity & adoption leave, continuing education and training as well as a number of voluntary benefit options. By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight’s employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position. Our commitment to Diversity and Inclusion Alight is committed to diversity, equity, and inclusion. We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful. At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future. As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact alightcareers@alight.com. Diversity Policy Statement Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state or local law. In addition, we take affirmative action to employ and advance in the employment of qualified minorities, women, disabled persons, disabled veterans and other covered veterans. Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request a reasonable accommodation/modification by contacting his/her recruiter. Authorization to work in the Employing Country Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the Employing Country and with Alight. Note, this job description does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units. We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Salary Pay Range Minimum : 51,000.00 USDMaximum : 65,000.00 USD Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate’s experience, education, certification/credentials, market data, internal equity, and geography. Alight makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: Wellbeing and Benefits Selector Page - Alight DISCLAIMER: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units. Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an affirmative action employer.

• Advocate and main point of contact for EXADS SaaS products with external clients • Having an in-depth knowledge of EXADS SaaS products, their value proposition and communicating these to clients • Onboarding and educating new EXADS clients as they get started with the platform • Addressing client issues and working on possible solutions • Guiding and providing support for any technical and/or API integrations • Acting as the voice of the customer internally • Collaborating with Product and Engineering on new feature requests, enhancements and issues reported from clients • Working cross-functionally with Marketing, Sales, Product, and Engineering to ensure a consistent and strong customer focus is ingrained in our processes, and that the customer needs are addressed and fulfilled • Having an in depth knowledge of the EXADS product roadmap for the purposes of onboarding but also with a view to upselling and cross selling • Identifying expansion opportunities and partnering with Sales to successfully close such opportunities

Position Overview Legacy Harbor Advisors seeks a motivated Remote Customer Sales Associate to join our award-winning team. This remote position offers unlimited earning potential and flexible scheduling for driven sales professionals passionate about financial services and client success. About Legacy Harbor Advisors We are a Forbes and Entrepreneur Magazine-featured organization consistently ranked on the Inc. 5000 list. Our company culture emphasizes professional development, innovative sales strategies, and exceptional workplace environment for financial services professionals. Key Responsibilities - Conduct virtual client consultations via phone and video conferencing platforms - Present customized financial solutions including life insurance, annuities, and investment products - Build and maintain long-term client relationships through expert financial guidance - Collaborate with experienced team members and industry mentors - Utilize advanced CRM systems and sales technology to manage client pipeline - Implement proven sales methodologies to achieve revenue targets - Provide ongoing client support and financial education Qualifications - Excellent communication and interpersonal skills - Strong motivation and coachability - Experience in sales, customer service, or financial services preferred - Ability to work independently in remote environment - Professional presentation skills for virtual meetings - Goal-oriented mindset with entrepreneurial drive Compensation & Benefits - Commission-Based: 1099 independent contractor position with unlimited earning potential - Flexible Schedule: Set your own hours and work-life balance - Qualified Leads: Work with pre-screened prospects, no cold calling required - Comprehensive Training: Interactive courses, mentorship, and ongoing coaching - Technology Support: State-of-the-art CRM and sales tools provided - Performance Incentives: All-expenses-paid trips and rewards for top performers - Career Development: Access to industry leaders and professional growth opportunities Work Environment - 100% remote position - Team-oriented culture with collaborative support - High-energy, dynamic work environment - Mentorship from experienced financial services professionals Ready to Apply? Join Legacy Harbor Advisors and transform your sales career with unlimited potential. We seek ambitious professionals ready to excel in financial services while making meaningful client impact. This is a 1099 independent contractor position with a commission-based compensation structure and absolutely no income ceiling. Your success and earnings are entirely in your hands, with unlimited potential based on your performance. Apply today to begin your journey as a Remote Customer Sales Associate with Legacy Harbor Advisors.

• Act as the main point of contact for client inquiries via phone, email, and chat, providing timely and professional responses. • Handle client concerns with care and urgency, ensuring swift resolution of issues. • Lead clients through a seamless onboarding process, guiding them on how to use our online tools and keeping them informed every step of the way. • Facilitate and prepare proposals for both new and existing clients, manage renewals, and follow up on outstanding client requests or potential upsell opportunities. • Audit service processes to ensure adherence to best practices and drive improvements where gaps are identified. • Work closely with internal teams to ensure client expectations are met and exceeded.