Job Description:
• Provide financial education on investment and financial vehicles available to plan participants
• Handle inbound calls and provide financial education
• Answer complex questions about investment and payment options
• Offer guidance on appropriate tools and services
• Explain effects of plan distributions, loans, investment choices, and specific plan rules
• Independently troubleshoot and research issues and develop solutions
• Process transactional support for plan participants
• Focus guidance on qualified and non-qualified retirement plan benefits
Requirements:
• Possess FINRA Series 6 License
• Ability to obtain the FINRA Series 63 License within 6 months of employment
• Be a US Citizen
• Have work authorization that does not now or in the future require visa sponsorship in the United States
• Demonstrate Defined Contribution, Mutual Fund, and College Savings Plan experience
• Have experience in customer service and/or financial services
• Be detail oriented and well-organized
• Ability to ask relevant probing questions to assess customer needs
• Use data to persuade and influence customers to objectively guide them
• Demonstrate active listening to understand articulated and unarticulated customer needs
• Successfully complete a background check consistent with Alight’s employment policies
• Attend virtual interviews on video; camera-on culture
• May require occasional travel to a physical office location
Benefits:
• Health, dental and vision coverages starting Day One
• Wellbeing programs
• Retirement plans with contribution matching
• Generous time off
• Parental leave
• Continuing education
• Career growth opportunities
• Flexible working arrangements wherever possible
• Competitive total rewards package
• Continuing education and training