Retirement Planner

Job not on LinkedIn

🕒 May 30

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

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skillventory - A Leading Talent Research Firm

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2008

Skillventory is a leading name among top recruitment consultants having clients PAN India. Started in 2008, we feel delighted to state that we helped in shaping the careers of more than 20000 job seekers. We are a full spectrum Manpower Consultancy Firm, fulfilling manpower requirements of businesses by offering the wide range of services from Executive Search, Recruitment, Specialists-on-Contract, HR Automation, Consulting, Outsourcing, and Training. We are easily accessible, reachable and serving clients across India effectively and efficiently, as we are located in 6 major locations of the country, with Workstations in Indore , Mumbai , Ahmedabad ,Bangalore , New Delhi and Pune

📋 Description

• Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy • Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs • Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan • Leverage guidance offering and appropriate tools to assist customers with their retirement readiness • Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets • Understanding and articulating Fidelity Viewpoints to provide general education to clients • Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate

🎯 Requirements

• Series 7 & Series 63 licenses required • 2+ years of experience in a customer service or sales role preferred • Knowledge of tax exempt retirement products and services highly desirable • Previous phone center experience preferred • Demonstrated ability to deliver exceptional customer results

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off