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, and 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.
Job and compensation levels depend upon an
applicantâEUR(tm)s qualifications including the extent of his/her relevant experience and other job related factors and will be determined by hiring supervisors/managers and HR
Schedule may vary to fulfill service levels during hours of operation.