Retirement & Financial Solutions Specialist

Alight Solutions Ltd; Illinois; On-site; USD 55,000 - 75,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Active listening

Probing questions

Data-driven persuasion

Detail-oriented

Customer service experience

Tools

FINRA Series 6 License

FINRA Series 63 License

Job description

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.