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
FINRA Series 63 or obtain within six months
FINRA Series 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,
Proficiency using MS Office.
CFP and/or CRPC
Knowledge of CRM (Salesforce.com) and digital financial advice platforms.
Excellent Customer Service skills
Excellent written and verbal communication skills
Ability to build strong relationships and earn trust
Office/call center environment.
vary to fulfill service levels during hours of operation.