[Remote] Workplace Planning Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company Retirement, LLC is reputed company on transforming financial lives and creating a flexible work environment. reputed company Planning Consultant will reputed company guidance to customers on retirement savings reputed company and help deepen their relationships with reputed company.
Responsibilities
- reputed company over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account
- Discuss available account reputed company, such as 401K and IRAs, to reputed company to customer’s retirement savings goals
- reputed company our customers on information specific to their retirement plan, comparing reputed company to best support their savings goals
- reputed company on deepening customer’s relationship with reputed company
Skills
- Bachelor's degree or an equivalent combination of education and reputed company work experience
- Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset reputed company and retention
- reputed company reputed company licenses and/or ability to successfully obtain reputed company 7, 63 & 65 (or 66) registrations reputed company corporate-established timelines and complete reputed company fingerprinting upon hire
- Motivated, self-starter with the ability to learn new information quickly and independently
- Demonstrated relationship management and customer service skills
- Problem-solving skills and ability to engage with customers, ask questions, reputed company thoughts, and offer solutions
- Previous experience with inbound and/or phone-based consultation
- Proficiency with reputed company Suite of Products (Word, reputed company, PowerPoint, reputed company, etc.)
- Ability to quickly learn new systems and prior experience with reputed company a plus
- Good understanding of IRAs, retirement investment products/services and the reputed company retirement plan environment
- A reputed company reputed company to meet company and team goals
Benefits
- This role is eligible for a $5,000 licensing sign on bonus! Sign-on bonus eligibility applies to candidates who apply from March 25 to July 31.
- Medical, dental, reputed company and life insurance
- Retirement savings – 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 (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company.
- Other necessary computer equipment, will be provided.
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