Remote Retirement Plan Education Specialist

Alight Solutions; North Carolina; Hybrid; USD 50,000 - 60,000; Full time

Job summary

Alight Solutions is seeking a knowledgeable Retirement Services Specialist to handle inbound calls and provide financial education on retirement plan topics for plan participants. You will guide investment and payment options and help clients understand qualified and non-qualified plan benefits.

The role requires FINRA SIE and the ability to obtain Series 6 and 63 within 6 months, plus experience in Defined Contribution/Defined Benefit plans and customer service.

Qualifications

• Possess FINRA SIE Certification and able to acquire FINRA Series 6 License and 63 License within 6 months of hire.
• Demonstrate Defined Contribution or Qualified Plan experience. Experience in customer service, and/or financial services.
• Be detail oriented with a high degree of accuracy and personal accountability.

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.

Skills

FINRA SIE Certification

FINRA Series 6 License

FINRA 63 License

Defined Contribution experience

Defined Benefit experience

Customer Service experience

Analytical skills

Problem solving

Active listening

Job description

Alight Solutions is seeking a knowledgeable Retirement Services Specialist to handle inbound calls and provide financial education on retirement plan topics for plan participants. You will guide investment and payment options and help clients understand qualified and non-qualified plan benefits.

The role requires FINRA SIE and the ability to obtain Series 6 and 63 within 6 months, plus experience in Defined Contribution/Defined Benefit plans and customer service.