Educate customers on retirement product solutions and arrange for meetings with plan specialists or advisors to further evaluate customer objectives and make best interest recommendations.

Responsibilities

  • Provide general product information to customers making inquiries via phone, email, video, chat, etc.
  • Determine customer interests and facilitate meetings with plan specialists or advisors. 
  • Promptly address requests to ensure a good customer experience.
  • Learn all products and features, including applicable regulations, for an assigned specialty area.
  • Document activities in Salesforce.com and other systems as required.
  • Provide operational and administrative support to the Advice Center sales team.

Qualifications

  • Bachelor’s degree in a business related field or equivalent experience
  • FINRA Series 6 or 7, and 63 (required to be approved to do business in all states)
  • One year of experience in the financial services industry
  • Basic knowledge of financial products
  • Customer service, interpersonal and listening skills to effectively communicate and earn trust
  • Excellent written and oral communication and presentation skills
  • Proficiency using MS Office

Preferred Qualifications

  • Life license
  • Knowledge of CRM (Salesforce.com)

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. **

Total Compensation for this role is estimated to be $58,000 - $61,000 per year.

Base Compensation:

The salary for this position ranges from $41,000 to $44,000 annually. This rate is based on potential employee qualifications, operational needs and other considerations permitted by law. The rate may vary above and below the stated amount, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

 

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 5%.

 

Commissions:

This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.

This role provides a guaranteed floor of $1000 each month for the first 6 months.

Working Conditions

  • Work from home