Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
Explain and ensure customers understand product options for routine inquiries; make product recommendations.
Identify if there are multi-product needs and connect customers to other product specialists.
Work with relationship managers and fulfillment analysts to initiate product requests.

Bachelor’s degree in a business field or equivalent professional experience
FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states)
Life and Health licenses (required within 60 days of hire)
One year of experience in the financial services industry
Basic knowledge of financial products (related to assigned specialty area)
Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust
Problem-solving and decision-making skills to select and recommend product solutions
Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc.
Proficiency using MS Office
Preferred Qualifications CFP and/or CRPC Knowledge of CRM (Salesforce.com) and digital financial advice platforms

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs

Retirement Plan Specialist I – Financial Advisor/401k Participants

Key skills