Brokerage Specialist

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🌲 North Carolina – Remote

🌲 North Carolina – Remote

💵 $50k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Alight Solutions

WebsiteLinkedInAll Job Openings

10,000+ employees

🤝 B2B

🏥 Healthcare

☁️ SaaS

💰 $22.5M Post-IPO Secondary - Alight Solutions on 2023-08

B2B • Healthcare • SaaS

Alight Solutions is a leading benefits administration provider that delivers health, wealth, leave, and related HR point solutions for large organizations and their employees. The company helps manage benefits administration and human capital-related processes for enterprises, serving many of the world’s largest organizations and over 30 million people. Alight also emphasizes product and technology roles, corporate sustainability, total rewards, and a focus on transforming lives and organizations by maximizing health, financial and work wellbeing.

📋 Description

• Work with knowledge of securities industry, brokerage investing, and other company services • Help customers select the most appropriate provider for After Tax Brokerage Accounts • Provide information and guidance on qualified plan distributions, loans, investment choices, and specific plan rules • Identify appropriate IRA account types and communicate IRA options effectively • Navigate the internal PFC 529 website to retrieve college savings plan information • Build a knowledge base and communicate to employees what the advisor relationship is • Conduct customer and support interactions • Work independently to troubleshoot, research issues, and develop solutions • Educate callers on retirement and education funding concepts • Listen to customers and assess articulated and unarticulated needs • Use data to objectively guide, persuade, and influence customers • Ask relevant probing questions to assess customer needs • Engage with the Call Center and Defined Contribution Client Teams to help achieve goals

🎯 Requirements

• 5 years of financial industry experience • FINRA SIE certification required • Ability to obtain FINRA Series 6 License within 6 months of employment • Ability to obtain FINRA Series 63 License within 6 months of employment • Ability to use conceptual thinking to identify patterns, apply concepts, and clarify complex information • Ability to educate callers on complex retirement and education funding concepts • Ability to listen to customers and understand articulated and unarticulated needs • Rapport-building and interpersonal skills • Teamwork skills to engage colleagues within the Call Center and Defined Contribution Client Teams • Ability to use data to persuade and influence customers while objectively guiding them • Ability to ask relevant probing questions to assess customer needs • Work authorization in the United States without current or future visa sponsorship • Successful completion of a background check and any position-required checks

🏖️ 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 • Bonus and/or incentive eligibility determined by role and level • Reasonable accommodations for the hiring process • Continuing education & training