Financial Solutions Registered Representative

Alight Solutions Ltd; Illinois; Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Alight Solutions Ltd is seeking a Financial Solutions Registered Representative in Illinois to educate plan participants on retirement and investment options, focusing on qualified retirement plans. You will guide customers through tools and services, answering questions with clear financial education.

The role requires FINRA Series 6 and the ability to obtain Series 63 within 6 months, plus experience with Defined Contribution, Mutual Funds, and College Savings Plans.

Qualifikationen

• Must hold FINRA Series 6 license; ability to obtain Series 63 within 6 months.
• U.S. citizen; role supports federal government work.
• Experience with Defined Contribution, Mutual Fund, and College Savings Plan.
• Experience in customer service or financial services.
• Detail oriented and well-organized.
• Ask probing questions and use data to guide customers.
• Active listening to understand articulated and unarticulated needs.

Aufgaben

• Handle inbound calls and provide financial education.
• Answer complex questions and explain investment and payment options.
• Offer guidance on appropriate tools and services.
• Provide information on plan distributions, loans, and investment options.
• Troubleshoot independently and develop solutions.
• Process transactional support to plan participants.
• Focus guidance on qualified and non-qualified retirement plan benefits.

Kenntnisse

Active listening

Probing questions

Data-driven persuasion

Detail-oriented

Customer service experience

Tools

FINRA Series 6 License

FINRA Series 63 License

Jobbeschreibung

Financial Solutions Registered Representative

At Alight, we believe a company's success starts with its people. Alight embraces values that come directly from our people - purposeful, human, united and growth-minded - reflecting our inclusive culture and promise that our clients expect. We are passionate about connecting purpose with impact. Alight empowers clients to build a healthier and more financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, navigation, and absence management.

With a comprehensive total rewards package, Alight offers programs and plans that support your mind, body, wallet, and life. Benefits include health, dental and vision coverages starting Day One. Additionally, Alight colleagues enjoy wellbeing programs, retirement plans with contribution matching, generous time off, parental leave, continuing education, and career growth opportunities - all within a thriving global organization.

Flexible Working

So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and "Top 100 Company for Remote Jobs" 6 years in a row.

Great Place to Work

Thanks to the work of every colleague, Alight has received multiple awards of recognition including "Great Place to Work" for the past 7 years and Fortune's "Best Companies to Work For."

About the Role

This role is responsible for providing financial education around multiple investment and financial vehicles that are available to plan participants, including offering guidance on appropriate tools and services. Guidance is primarily focused on qualified retirement plan administration.

Responsibilities

• Handling inbound calls and providing financial education.
• Answering complex questions, investment and payment options available to plan participants.
• Offering guidance on appropriate tools and services.
• Providing information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules.
• Working independently to troubleshoot and research issues, and develop solutions.
• Processing transactional support to plan participants.
• Focusing guidance on qualified and non-qualified retirement plan benefits.

Requirements

• Possess FINRA Series 6 License. Ability to obtain the FINRA Series 63 License within 6 months of employment.
• Be a US Citizen (this role provides support to the federal government and/or federal government contractor).
• Demonstrate Defined Contribution, Mutual Fund, and College Savings Plan experience.
• Have experience in customer Service, and/or financial services.
• Be detail oriented and well-organized.
• Possess ability to ask relevant probing questions to better assess customer needs. Also, use data to persuade and influence customers to objectively guide them.
• Demonstrate active listening to customers to understand both articulated and unarticulated needs.

Application and Interview

By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight's employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position.

Alight requires all virtual interviews to be conducted on video. Please be aware that Alight is a camera-on culture and may require occasional travel to one of our physical office locations.

Our commitment to Inclusion

We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful.

At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future.

As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process.If reasonable accommodation is needed, please contact [e-mail] .

Equal Opportunity Policy Statement

Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender