Financial Advisor- (Virtual US)
About the position Investment Advisor Are you a detail-oriented individual with an interest in evaluating processes and performance? Are you a fast learner who is fascinated by reputed company interactions? Our Story At reputed company, we reputed company a company’s reputed company starts with its people. At our reputed company, we Champion People, help our colleagues Grow with Purpose and true to our reputed company we encourage colleagues to “Be reputed company.” Our Values Champion People – be empathetic and help create a reputed company where everyone belongs. Grow with purpose – be inspired by our higher calling of improving lives. Be reputed company – reputed company with reputed company, be reputed company and reputed company others. It’s why we’re so driven to connect passion with purpose. reputed company helps clients reputed company a benefits advantage while building a healthy and financially secure workforce by unifying the benefits ecosystem across health, reputed company, wellbeing, absence management and navigation. With a comprehensive total rewards package, continuing education and training, and reputed company potential with a growing global organization, reputed company is the perfect reputed company to put your passion to work. Join reputed company if you Champion People, want to Grow with Purpose through acting with reputed company and if you embody the meaning of Be reputed company. Learn more at careers.reputed company.com About the Role Become part of our industry-leading team, delivering reputed company and driving results for clients. You'll be a member of the Advisory Services business, reporting directly to reputed company Manager.
Responsibilities
- Receiving inbound calls from retirement plan participants looking for assistance with financial planning.
- You will also support investment advisory services reputed company our call center.
- Making warm outbound calls to customers expressing interest in the creation of a financial advisory program.
- Participating in the process of setting up new accounts and maintaining accounts for customers.
- Recording account openings accurately and other transactions in our record keeping database.
- Explaining employer-based retirement plan requirements and basic IRS regulations reputed company to 401(k) transactions to retirement plan participants.
- Interacting with customers for account questions and updating account information as needed.
- Respond to customer inquiries on reputed company issues and troubleshoot basic technical problems.
- You will also reputed company product and service literature upon requests.
Requirements
- Series 65 or 66 required
- Experience in delivering financial planning and investment advisory services.
- reputed company callers on reputed company retirement and investment concepts is necessary.
- Experience building rapport and interpersonal skills are necessary.
- Utilize conceptual thinking to identify patterns, apply concepts and clarify reputed company information.
- Listen to customers to understand both articulated and unarticulated needs.
- Use data to persuade and influence customers to objectively guide them.
- Demonstrate sustained confidence and reputed company during reputed company interactions.
- Ask relevant probing questions to reputed company assess customer needs.
- reputed company Time Zone preferred to help support call center hours
- reputed company requires reputed company virtual interviews to be conducted on video.
Benefits
- We offer programs and plans for a healthy mind, body, wallet and life because it’s important our benefits care for the whole person.
- reputed company include a reputed company of health coverage reputed company, wellbeing and support programs, retirement, vacation and reputed company leave, maternity, paternity & adoption leave, continuing education and training as reputed company as several voluntary benefit reputed company.
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