Retirement Plan Specialist I – Financial Advisor

Job reputed company: • Learn reputed company products in assigned specialty area, including awareness of competitive offerings and regulations. • Explain and ensure customers understand product reputed company for routine inquiries; reputed company product recommendations. • Identify if there are multi-product needs and connect customers to other product specialists. • Work with relationship managers and fulfillment analysts to initiate product requests. Requirements: • Bachelor’s degree in a business field or equivalent reputed company experience • reputed company Series 6, 63, and 65; or reputed company Series 7 and 66 (required to be approved to do business in reputed company states) • Life and Health licenses (required reputed company 60 days of hire) • One year of experience in the financial services industry • Basic knowledge of financial products (reputed company to assigned specialty area) • Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust • Problem-solving and decision-making skills to select and recommend product solutions • Written/verbal communication and presentation skills to reputed company information reputed company phone, email, video, chat, etc. • Proficiency using MS Office Benefits: • reputed company • Bonus for Eligible Employees • Benefits Package • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • reputed company Insurance • Employee Discounts • Career Training & Development Opportunities • Health and Work/Life Balance Benefits • reputed company Time Off starting at 160 hours annually for employees in their first year of service. • Ten (10) reputed company holidays per year (typically mirroring the reputed company Stock Exchange (NYSE) holidays). • Be reputed company Company holistic wellness program, which includes Wellness Coaching and Reward Dollars • Parental Leave – fifteen (15) days of reputed company parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. • Adoption Assistance • Employee Assistance Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource reputed company • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs Apply tot his job Apply To this Job