Receiving inbound calls from retirement plan participants looking for assistance with financial planning.
Support investment advisory services within our call center.
Making warm outbound calls to customers expressing interest in the creation of a financial advisory program.
Participating in the process of setting up new accounts and maintaining accounts for customers.
Recording account openings accurately and other transactions in our record keeping database.
Explaining employer-based retirement plan requirements and basic IRS regulations related to 401(k) transactions to retirement plan participants.
Interacting with customers for account questions and updating account information as needed.
Respond to customer inquiries on related issues and troubleshoot basic technical problems.
Provide product and service literature upon requests.

Series 65 or 66 required.
Experience in delivering financial planning and investment advisory services.
Educate callers on complex retirement and investment concepts is necessary.
Experience building rapport and interpersonal skills are necessary.
Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information.
Listen to customers to understand both articulated and unarticulated needs.
Use data to persuade and influence customers to objectively guide them.
Demonstrate sustained confidence and resilience during client interactions.
Ask relevant probing questions to better assess customer needs.

Financial Advisor – Virtual US

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