Role Description
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
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Handling inbound calls and providing financial education.
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Answering complex questions, investment and payment options available to plan participants.
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Offering guidance on appropriate tools and services.
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Providing information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules.
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Working independently to troubleshoot and research issues, and develop solutions.
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Processing transactional support to plan participants.
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Focusing guidance on qualified and non-qualified retirement plan benefits.
Requirements
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Ability to acquire FINRA Series 6 within 6 months of hire.
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Demonstrate Defined Contribution or Qualified Plan experience. Experience in customer service and/or financial services.
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Possess analytical skills for problem solving and ability to troubleshoot basic technical problems.
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Be detail oriented with a high degree of accuracy and personal accountability.
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Able to work in high pressure environment with seasonality high volume.
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Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information.
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Demonstrate sustained confidence and resilience during difficult interactions.
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Possess ability to ask relevant probing questions to better assess customer needs.
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Use data to persuade and influence customers to objectively guide them.
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Demonstrate active listening to customers to understand both articulated and unarticulated needs.
Application and Interview
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.
Alight requires all virtual interviews to be conducted on video. Please be aware that Alight is a camera-on culture and may require occasional travel to one of our physical office locations.
Our Commitment to 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.
Equal Opportunity 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 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 reasonable accommodations/modifications by contacting their 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.
Salary Pay Range
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Minimum: 50,000.00 USD
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Maximum: 60,000.00 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.
