Brokerage Specialist

Job not on LinkedIn

🔥 0 minutes ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

💵 $50k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Alight Solutions

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 2016

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

Alight Solutions is a leading cloud-based human capital technology and services provider serving some of the world's largest organizations and over 35 million people and dependents. The company focuses on transforming lives and organizations by enhancing health, financial, and work wellbeing. Alight offers a wide range of services, including customer care, technology roles, consulting, application services, and business support, with opportunities for virtual or work-from-home positions. The company emphasizes corporate social responsibility and providing a positive impact on clients, colleagues, and communities.

📋 Description

• Apply knowledge of after-tax brokerage accounts to objectively help customers select the most appropriate provider • Provide information and guidance on qualified plan requirements, plan distributions, loans, investment choices, and specific plan rules • Identify appropriate IRA account types and communicate recommendations effectively • Explain college savings plan options available through the PFC • Navigate the internal PFC 529 website to retrieve needed information • Build a knowledge base and communicate the advisor relationship to employees • Troubleshoot and research issues and develop solutions • Educate callers on complex retirement and education funding concepts • Listen to customers and identify articulated and unarticulated needs • Use data to objectively guide, persuade, and influence customers • Ask relevant probing questions to assess customer needs • Collaborate with Call Center and Defined Contribution Client Teams to achieve goals

🎯 Requirements

• 5 years of financial industry experience • FINRA SIE certification required • Ability to obtain FINRA Series 6 License and Series 63 License within 6 months of employment • Ability to utilize 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 Employing Country that does not now or in the future require visa sponsorship

🏖️ 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