Remote Retirement & Financial Education Advisor
Alight Solutions Ltd
Consigue una respuesta de este empleador
Tu currículum y tu carta de presentación, adaptados exactamente a lo que buscan contratar.
Ventajas ofrecidas por este puesto de trabajo
Descripción de la vacante
Alight Solutions Ltd is seeking a role focused on providing financial education to plan participants, covering retirement vehicles and guidance on tools and services. This position emphasizes qualified retirement plan administration and customer-centric service.
Responsibilities include answering complex questions, guiding investment and distribution options, and researching issues to deliver practical solutions, with potential travel to client sites as needed.
Formación
- Knowledge of financial services and customer service best practices.
- Ability to discuss investment options and plan tools clearly.
- Compliance with FINRA licensing requirements.
Responsabilidades
- Handle inbound calls and provide financial education to participants.
- Explain investment and payment options and guide tool use.
- Advise on plan distributions, loans, and plan rules.
- Troubleshoot issues independently and research solutions.
- Process transactional support for plan participants.
- Provide guidance on qualified and non-qualified retirement benefits.
Conocimientos
Educación
Herramientas
Descripción del empleo
Alight Solutions Ltd is seeking a role focused on providing financial education to plan participants, covering retirement vehicles and guidance on tools and services. This position emphasizes qualified retirement plan administration and customer-centric service.
Responsibilities include answering complex questions, guiding investment and distribution options, and researching issues to deliver practical solutions, with potential travel to client sites as needed.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
