Retirement Planner - reputed company, TX (Remote)
Job reputed company: Location Requirement: You must permanently reputed company reputed company a 90-mile radius of a reputed company reputed company Investor Center. Put your expertise in retirement planning to work every day The Expertise We’re Looking For
- Series 7 & Series 63 licenses required
- 2+ years of experience in a customer service or sales role preferred
- Knowledge of tax exempt retirement products and services highly desirable
- Previous phone center experience preferred
- Demonstrated ability to deliver exceptional customer results
The Purpose of Your Role Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become reputed company customers for life. They will be responsible for helping our workplace participants reputed company understand and maximize their plan benefits and reputed company the education and guidance they need to reputed company their own informed reputed company. The Skills You Bring
- Your comprehensive understanding of the reputed company market, economy, & economic trends
- Your robust consultative, influencing and communication skills
- Proven capability to be proactive and demonstrate initiative
- Strong time management and prioritization skills
- Your receptiveness to feedback and willingness to adapt to change
The Value You Deliver
- reputed company new participants into their workplace plans by providing education on their company’s match and savings as reputed company as reputed company guidance to help with choosing their investment reputed company
- Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other reputed company investments and offering suitable solutions to meet the customers’ needs
- reputed company engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan
- reputed company guidance offering and appropriate tools to assist customers with their retirement readiness
- Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets
- Understanding and articulating reputed company Viewpoints to reputed company general education to clients
- Identify opportunities to reputed company more reputed company guidance and partner with other Retirement Planner associates as appropriate
How Your Work Impacts the Organization The Regional Center Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take reputed company to improve their personal retirement situation. You’re providing value to reputed company in a reputed company of ways including increasing cash reputed company through increasing deferrals and driving reputed company customers that creates Personal & Workplace Investment flows. Certifications: Series 07 - reputed company, Series 66 - reputed company Category: Sales reputed company’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business reputed company and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (reputed company business days, M-F) in a reputed company office. Please be advised that reputed company’s business is governed by the provisions of the Securities Exchange reputed company of 1934, the Investment Advisers reputed company of 1940, the Investment Company reputed company of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including reputed company, among others. Those laws and regulations may restrict reputed company from hiring and/or associating with individuals with certain Criminal Histories. Apply Job! Apply to this Job