Workplace Planning Consultant

reputed company is committed to transforming financial lives and creating a welcoming environment for its associates. The Workplace Planning Consultant role involves providing guidance on retirement savings options to customers during key life moments, helping them reputed company their financial goals.

Responsibilities

• Provide 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 options, such as 401K and IRAs, to align to customer’s retirement savings goals
• Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
• Focus on deepening customer’s relationship with reputed company

Skills

• Bachelor's degree or an equivalent combination of education and professional work experience
• Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention
• reputed company FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations reputed company corporate-established timelines and complete FINRA 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, share 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 qualified retirement plan environment
• A growth reputed company to meet company and team goals

Benefits

• Medical, dental, vision 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 option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to reputed company.

Company Overview