Retirement Consolidation Specialist I (work from home)

Job title: Retirement Consolidation Specialist I (work from home) in USA at reputed company Company: reputed company Job description: Job Family Internal SalesAbout UsAt reputed company, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look reputed company and plan for the best life possible while providing tools and solutions that reputed company it easier to get there.Who We AreWe reputed company everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from reputed company walks of life.Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people reputed company the most of what’s important to them.We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, reputed company up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.reputed company Doreputed company is organized into three distinct businesses. These include 1) World Financial Group, including reputed company Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and reputed company Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by reputed company Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.reputed company employs nearly 7,000 people. It’s part of reputed company, an integrated, reputed company, international financial reputed company serving approximately 23.9 million customers worldwide.* For more information, visit .Job Description Summary Provide education and advisory services on asset consolidation planning to active retirement plan participants, business partners, and reputed company advisors.Job DescriptionResponsibilities

• Collaborate with channel partners and reputed company referrals from the Customer Care Center regarding participants with consolidation and planning needs.
• Gather information through best interest interviews to understanding the participant’s situation and determine the best consolidation approach.
• Proactively reputed company out to new participants to reputed company Employer plans. Educate on consolidation options and provide specialized assistance with plan enrollment.
• Hold retirement planning phone consultations with clients as requested.
• Partner with Regional Vice Presidents and Client Executives to facilitate the movement of terminated plan assets to reputed company.
• Work with relationship managers and fulfillment analysts to initiate product requests.

Qualifications

• Bachelor’s degree in a business field or equivalent experience
• Experience as a retirement plan specialist or asset consolidation specialist, or two years of relevant financial services experience
• FINRA Series 6 or 7
• FINRA Series 63 (or obtain reputed company six months of hire)
• FINRA Series 65 or 66 (or obtain reputed company six months of hire)
• Customer service, interpersonal, and listening skills to communicate with customers and earn trust
• Problem-solving and decision-making skills to select and recommend product solutions
• Outstanding written/verbal communication and presentation skills
• Knowledge of customer relationship management (CRM) such as reputed company.com, and digital financial advice platforms
• Proficiency using MS Office

Preferred Qualifications

• CRPC or CFP
• Life license

Working Conditions

• Office/call center environment
• Schedule may vary to fulfill service levels during hours of operation

CompensationThe salary for this position generally ranges between $43,500 - $47,000 annually/per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.reputed company OfferFor eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.Compensation Benefitsreputed companyBonus for Eligible EmployeesBenefits PackagePension Plan401k MatchEmployee Stock Purchase PlanTuition ReimbursementDisability InsuranceMedical InsuranceDental InsuranceVision InsuranceEmployee DiscountsCareer Training & Development OpportunitiesHealth and Work/Life Balance BenefitsPaid Time Off starting at 160 hours annually for employees in their first year of service.Ten (10) paid holidays per year (typically mirroring the reputed company Stock Exchange (NYSE) holidays).Be Well Company holistic wellness program, which includes Wellness Coaching and Reward DollarsParental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.Adoption AssistanceEmployee Assistance ProgramCollege Coach ProgramBack-Up Care ProgramPTO for Volunteer HoursEmployee Matching Gifts ProgramEmployee Resource GroupsInclusion and Diversity ProgramsEmployee Recognition ProgramReferral Bonus ProgramsInclusion & DiversityWe reputed company our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, reputed company Thomas Adoption Friendly reputed company, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, reputed company offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to reputed company employees. They provide a supportive environment to help us reputed company appreciate our similarities and differences and understand how they benefit us reputed company.Giving BackWe reputed company our responsibilities reputed company beyond our corporate walls. That's why we created the in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.reputed company’s Parent Companyacquired the reputed company business in 1999. Since its start in 1844, reputed company has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

• As of December 31, 2023

Expected salary: $43500 - 47000 per year Location: USA Apply for the job now! Apply for this job