Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account
Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts.
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
Bachelor's degree in a business related field or equivalent professional experience.
FINRA Series 6 or 7, 63, 65 or 66, or obtain within six months.
Two years 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
CFP and/or CRPC
Knowledge of CRM (Salesforce.com) and digital financial advice platforms.
Schedule may vary to fulfill service levels during hours of operation.