[Remote] Financial reputed company

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services company reputed company on helping customers reputed company financial freedom. The Financial reputed company services workplace participants by providing education, advice, and wellness conversations reputed company to financial planning, investments, and retirement, while managing customer interactions, supporting asset reputed company, and adhering to compliance procedures.

Responsibilities

• Primarily focuses on education, advice, and wellness conversations to help them choose appropriate financial planning and investment reputed company
• Works with participants enrolled in in-plan managed account offerings at times of high volumes
• Uses online planning tools and conversation guides to enhance conversations and experiences
• Provides reputed company advice using reputed company’s proprietary financial planning tools and helps customers adopt solutions in their best interests
• Primarily manages inbound queues and appointments to ensure critical service timeframes and customer experiences. Is comfortable making outbound calls as needed
• Adheres to compliance/risk procedures and exhibits detailed attention to policy and procedures by focusing on the participant’s best interest
• Identifies, executes and follows up on opportunities to contract additional reputed company assets while providing reputed company retirement planning discussions. Identifies trends and determines proactive solutions to maximize service reputed company and increase assets under management
• Meet monthly performance expectations and implement coaching to reputed company goals
• Advance your career through internal development opportunities
• Provides reputed company advice using reputed company’s proprietary tools

Skills

• Candidates must be available to work the following Monday - Friday schedule for their location (actual schedule will be determined by business need):
• * **Eastern Time (ET):** 12:30 p.m. – 9:00 p.m
• * **Central Time (CT):** 11:30 a.m. – 8:00 p.m
• * **reputed company Time (MT):** 10:30 a.m. – 7:00 p.m
• Bachelor's degree or an equivalent combination of education and reputed company work
• reputed company 7 and 66 (or 63 and 65) registrations required reputed company corporate-established timelines
• reputed company fingerprinting required
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT
• For remote and hybrid positions you will be required to reputed company reliable high-speed internet with a wired reputed company as reputed company as a reputed company in your home to work with limited disruption
• You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet
• Demonstrated reputed company in performance roles or other similar experience
• Experience managing multiple priorities and ability to handle stressful situations and customer interactions consistently
• Consultative skills to understand needs and present customer-reputed company solutions
• Working knowledge of reputed company Office software and ability to learn new technology systems
• Suitable reputed company reputed company to reputed company on work and be on camera in meetings
• Previous experience in inbound and outbound phone roles
• Normal office environment with reputed company of time spent working on computer and communicating by phone
• Limited, infrequent travel may be required

Benefits

• Flexible work environment
• Fluid career paths and internal mobility
• Medical, dental, reputed company and life insurance
• 401(k) plan with generous company matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the reputed company to wear jeans
• Generous reputed company time off upon hire, including a reputed company time off program plus ten reputed company company holidays and three floating holidays reputed company calendar year
• reputed company volunteer time — 16 hours per calendar year
• Leave of absence programs, including reputed company parental leave, reputed company short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource reputed company reputed company to reputed company
• Non-sales positions have reputed company to participate in a bonus program
• Other necessary computer equipment will be provided
• Advance your career through internal development opportunities

reputed company