Licensed Client Service Professional, 401K Department

About the position

Responsibilities

• Engage with participants of employer-sponsored retirement plans through inbound phone calls.
• Provide guidance and solutions regarding retirement products and services.
• Consult with participants to identify their needs and offer appropriate solutions.
• Analyze account information to better understand client needs and provide tailored advice.
• Adapt to changes in market and business conditions to meet client expectations.
• Participate in ongoing training to become a subject matter authority on retirement products.

Requirements

• Series 7 and 63 licenses (or equivalent) required with registration in all 50 states.
• Strong verbal and written communication skills.
• Proven passion for helping and educating clients with a strong client-focus.
• Superior listening skills and ability to analyze account information.
• Strong analytical skills and attention to detail to adhere to policies and procedures.
• Ability to adapt and implement changes as market conditions evolve.
• Willingness to adopt mentoring and feedback for continuous improvement.

Nice-to-haves

• Bilingual in Spanish.

Benefits

• 401(k) with company match
• Employee stock purchase plan
• Paid time for vacation
• Paid time for volunteering
• 28-day sabbatical after every 5 years of service
• Paid parental leave
• Family building benefits
• Tuition reimbursement
• Health insurance
• Dental insurance
• Vision insurance