Retirement Solutions Specialist — Customer Education (Remote)

Alight Solutions Ltd; Town of Texas (WI); Hybrid; USD 50,000 - 60,000; Full time

Job summary

Alight is seeking a role focused on handling inbound calls and providing retirement education to plan participants. The role emphasizes understanding defined contribution and defined benefit plans and using strong listening and problem-solving skills to support customers.

Candidates should have a financial background and be able to explain complex retirement concepts clearly. Flexibility with scheduling and travel to offices may apply.

Qualifications

• Experience explaining retirement concepts to plan participants.
• Ability to interpret complex investment and plan rules.
• Attention to detail and accuracy in high-pressure environments.

Responsibilities

• Handle inbound calls and provide financial education on retirement options.
• Explain investment and payment options to participants.
• Guide customers on plan distributions, loans and investment choices.
• Research issues independently and develop solutions.

Skills

Financial education

Active listening

Problem solving

Customer service

Communication skills

Education

FINRA SIE Certification

Job description

Alight is seeking a role focused on handling inbound calls and providing retirement education to plan participants. The role emphasizes understanding defined contribution and defined benefit plans and using strong listening and problem-solving skills to support customers.

Candidates should have a financial background and be able to explain complex retirement concepts clearly. Flexibility with scheduling and travel to offices may apply.