Rising Retirement Plan Advisor

NFP Corp; Charlotte (NC); In loco; USD 60.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salary

PTO & holidays

401(k) match

Discount programs

Health & wellness programs

PeopleFirst culture

Descrizione del lavoro

NFP Corp in Charlotte, NC is seeking a service-minded professional to support retirement plan operations, client materials, and project coordination. The role emphasizes learning, teamwork, and clear communication with senior advisors and clients.

You will contribute to quarterly reports, pricing analyses, and data management while building a foundation in retirement services and client relations. Base salary ranges $60,000–$70,000 with incentives.

Competenze

• No retirement plan experience required; willingness to learn and grow.
• Strong communication skills and ability to explain complex topics clearly.
• Customer service oriented with team collaboration.
• Proficiency with MS Office; experience with databases/reporting systems.

Mansioni

• Develop knowledge of retirement plan operations, investments, pricing, and client service processes.
• Assist with quarterly investment reports and client materials.
• Support conversion project management for new/transitioning retirement plans.
• Collect, maintain, and analyze plan pricing, investment, and provider information.
• Partner with Senior Advisors to support client relationship management and day-to-day service needs.
• Perform database entry, reporting support, and general administrative tasks.

Conoscenze

Customer service

Communication

Teamwork

Learning agility

Formazione

Series 65 license

Life and Health insurance license recommended

Strumenti

Microsoft Office Suite

Database reporting systems

Descrizione del lavoro

NFP Corp in Charlotte, NC is seeking a service-minded professional to support retirement plan operations, client materials, and project coordination. The role emphasizes learning, teamwork, and clear communication with senior advisors and clients.

You will contribute to quarterly reports, pricing analyses, and data management while building a foundation in retirement services and client relations. Base salary ranges $60,000–$70,000 with incentives.