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Alight Inc. (NYSE: ALIT) is a leading cloud-based human capital technology and services provider
Retirement Counselor
Location
North Carolina
Posted
62 days ago
Salary
$60K - $80K / year
Seniority
Senior
Job Description
Retirement Counselor
Alight Solutions
• Interacting with retirement plan participants through multiple channels needing assistance with retirement plan rollovers. • Supporting investment advisory services. • Explaining investment services available to participants with the goal to direct them to the correct service. • Providing financial education related to various retirement plan topics. • Interviewing individuals to gather required information, review planning suggestions, and deliver the right solution to the individual. • Making warm outbound calls to customers interested in the creation of an account or in our programs. • Explaining employer-based retirement plan requirements and basic IRS regulations related to 401(k) transactions to retirement plan participants. • Collaborating with Benefits Center Customer Care teams to enhance customer experience. • Providing education on IRA accounts, Advisory products, and best practices. • Identifying strategies to improve referrals and facilitate reciprocal sharing of knowledge. • Engaging with customers to handle account inquiries and update information. • Providing assistance with trading activities and respond to customer inquiries. • Troubleshooting basic technical issues and offer product and service literature. • Participating in the process of setting up new accounts and maintaining accounts for customers. • Accurately recording account openings and other transactions in our record keeping database.
Job Requirements
- Have FINRA Series 7 and 65/66 or able to obtain within 90 days of employment.
- Have undergraduate degree and minimum of 5 years financial industry experience.
- Have experience in delivering retirement planning and investment advisory services required.
- Have ability to educate callers on complex retirement and investment concepts is necessary.
- Also, rapport building and interpersonal skills are necessary.
- Possess active listening skills to understand both articulated and unarticulated needs of the client.
- Possess ability to ask relevant probing questions to better assess customer needs.
- Also, use data to persuade and influence customers to objectively guide them.
- Possess ability to utilize conceptual thinking to identify patterns, apply concepts and clarify complex information.
Benefits
- health, dental and vision coverages starting Day One.
- wellbeing programs.
- retirement plans with contribution matching.
- generous time off.
- parental leave.
- continuing education.
- career growth opportunities.
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