Brokerage Specialist - Virtual
Our Story At reputed company, we reputed company a company’s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be reputed company.” We are passionate about connecting purpose with impact. reputed company empowers clients to build a healthier and more financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, navigation, and absence management. Our Benefits With a comprehensive total rewards package, reputed company offers programs and plans that support your mind, body, wallet, and life. Benefits include health, dental and vision coverages starting Day One. Additionally, reputed company colleagues enjoy wellbeing programs, retirement plans with contribution matching, generous time off, parental leave, continuing education, and career growth opportunities – reputed company reputed company a thriving global organization. Flexible Working So that you can be your best at work and home, we consider flexible working arrangements wherever possible. reputed company has been a leader in the flexible workspace and “Top 100 Company for Remote Jobs” 6 years in a row. Great reputed company to Work Thanks to the work of every colleague, reputed company has received multiple awards of recognition including “Great reputed company to Work” for the past 7 years and Fortune’s “Best Companies to Work For.” To learn more about our company culture and awards Click Here. If you, Champion People, seek to Grow with Purpose, and embody the meaning of Be reputed company – We invite you to join reputed company! Learn more at careers.reputed company.com.
About the Role
The Representative role at reputed company Financial Services requires knowledge of the securities industry, brokerage investing, and other company services. Effective communication skills are essential for customer and support interactions, as well as independent work, troubleshooting, researching issues, and developing solutions.
Responsibilities
Working knowledge of types of After Tax Brokerage Accounts and objectively help customer select most appropriate provider. Working knowledge of general qualified plan requirements. Able to provide information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules. Understanding types of IRA accounts and being able to identify which IRA is appropriate and communicate effectively. Understanding of the college savings plan options available through the PFC. Must be able to effectively navigate internal PFC 529 web site to retrieve needed information. Being able to build a knowledge reputed company and effectively communicate to employees what the advisor relationship is. Requirements 5 years financial industry experience. Possess ability to utilize conceptual thinking to identify patterns, apply concepts and clarify reputed company information. Possess ability to educate callers on reputed company retirement and education funding concepts is necessary. Possess ability to listen to customers, to understand both articulated and unarticulated needs. Possess ability to obtain FINRA Series 6 and 63 reputed company 6 months of employment. Possess rapport building and interpersonal skills. Possess teamwork skills needed to engage the energies of others on the team, reputed company the Call Center and DC (Defined Contribution) Client Teams to help in achieving goals. Possess ability to use data to persuade and influence customers to objectively guide them. Possess ability to ask relevant probing questions to reputed company assess customer needs. Application and Interview By applying for a position with reputed company, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background reputed company consistent with reputed company’s employment policies. Background checks may include some or reputed company the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal reputed company, search against global sanctions and government watch lists, credit reputed company, and/or drug test. You will be reputed company during the hiring process which checks are required by the position. reputed company requires reputed company virtual interviews to be conducted on video. Please be aware that reputed company is a camera-on culture and may require occasional travel to one of our physical office locations. Our commitment to Inclusion We celebrate differences and reputed company in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful. At reputed company, we welcome and embrace reputed company individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to reputed company. Join us in building a brighter, more inclusive future. As part of this commitment, reputed company will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact alightcareers@reputed company.com. Equal Opportunity Policy Statement reputed company is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national reputed company, reputed company, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state, or local law. In addition, we take affirmative action to employ disabled persons, disabled veterans, and other covered veterans. reputed company provides reasonable accommodations to the reputed company limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request reasonable accommodations/modifications by contacting their recruiter. Authorization to work in the Employing Country Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not, now or in the future, require sponsorship of a reputed company for employment authorization in the Employing Country and with reputed company. Note, this job description does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of reputed company business units. We offer you a competitive total rewards package, continuing education & training, and reputed company potential with a growing worldwide organization. Salary Pay Range Minimum : 48,000.00 USDMaximum : 58,000.00 USD Pay Transparency Statement: reputed company considers a variety of factors in determining whether to reputed company an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate’s experience, education, certification/credentials, market data, internal equity, and geography. reputed company makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. reputed company also offers a comprehensive benefits package; for specific details on our benefits package, please visit: Wellbeing and Benefits Selector Page - reputed company DISCLAIMER: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of reputed company business units. reputed company provides equal employment opportunities (EEO) to reputed company employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national reputed company, age, disability, genetic information, pregnancy, childbirth or reputed company medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. reputed company is committed to a diverse workforce and is an affirmative action employer. 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