Retirement Plan Specialist I (Financial Advisor/401k Participants) (Work from home)

About Our Client

The organization operates in the financial services industry, focusing on insurance, retirement, and investment solutions. It addresses the challenge of enabling individuals from diverse backgrounds to plan for and achieve financial freedom. The company serves millions of customers globally through a broad agent network across North America and is part of a larger international financial services group serving nearly 24 million customers worldwide.

About the Opportunity

The Retirement Plan Specialist I (Financial Advisor/401k Participants) role entails providing education, guidance, and transparency to clients regarding retirement product solutions. This position supports clients by handling routine inquiries, making product recommendations, and collaborating with other specialists and relationship managers to address multi-product needs. The role contributes to the organization by helping clients navigate their retirement options effectively while working remotely.

Responsibilities

• Learn assigned specialty area products, including competitor offerings and regulations
• Explain product options and ensure customer understanding for routine inquiries
• Make product recommendations based on client needs
• Identify multi-product needs and connect clients to relevant specialists
• Collaborate with relationship managers and fulfillment analysts to initiate product requests

Requirements

• Bachelor’s degree in a business field or equivalent professional experience
• FINRA Series 6, 63, and 65; or Series 7 and 66 licenses at time of hire
• Life and Health licenses required within 60 days of hire
• Minimum of one year experience in financial services
• Basic knowledge of financial products related to the specialty area
• Strong customer service, interpersonal, and listening skills
• Problem-solving and decision-making abilities
• Effective written and verbal communication skills
• Proficiency with MS Office

Preferred Qualifications

• CFP and/or CRPC certification
• Experience with CRM systems (Salesforce.com) and digital financial advice platforms

Pay

Estimated total compensation ranges from $70,000 to $95,000 per year. Salary typically ranges between $48,500 and $53,000 annually. Eligible for sales and/or performance incentives, with potential for an annual bonus based on individual and company performance.

Note: RemoteHunter is a recruitment partner for this role. All employment decisions are made exclusively by the hiring employer.