Retirement Solutions Advisor - Defined Contribution

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

Job summary

Alight Solutions Ltd. in the United States (North Carolina) seeks a retirement education specialist to handle inbound calls, educate participants on complex retirement options, and guide investment and payment choices for qualified and non-qualified plans.

The role requires a financial background, strong listening and communication skills, and the ability to troubleshoot. Candidates should be prepared to obtain FINRA licenses within six months and work in a flexible hybrid setup with some travel

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.
• Possess analytical skills for problem solving and ability to troubleshoot basic technical problems.
• Be detail oriented with a high degree of accuracy and personal accountability.
• Able to work in high pressure environment with seasonality high volume.
• Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information
• Demonstrate sustained confidence and resilience during difficult interactions
• 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.

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

Customer service experience

Analytical skills

Active listening

Probing questions

Job description

Alight Solutions Ltd. in the United States (North Carolina) seeks a retirement education specialist to handle inbound calls, educate participants on complex retirement options, and guide investment and payment choices for qualified and non-qualified plans.

The role requires a financial background, strong listening and communication skills, and the ability to troubleshoot. Candidates should be prepared to obtain FINRA licenses within six months and work in a flexible hybrid setup with some travel