at Alight Solutions LLC in Chicago, Illinois, United States
Job Description
Alight Is Looking for a Financial Advisor
Our story
At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to "Be Alight."
Our Values:
Champion People - be empathetic and help create a place where everyone belongs.
Grow with purpose - Be inspired by our higher calling of improving lives.
Be Alight - act with integrity, be real and empower others.
It's why we're so driven to connect passion with purpose. Our team's expertise in human insights and cloud technology gives companies and employees around the world the ability to power confident decisions, for life.
With a comprehensive total rewards package, continuing education and training, and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work.
Join our team if you Champion People, want to Grow with Purpose through acting with integrity and if you embody the meaning of Be Alight.
Learn more at careers.alight.com.
Your Impact As A Financial Advisor
* Receive inbound calls from retirement plan participants looking for assistance with financial planning and investment advisory services within our call center.
* Explain the investment services available to inbound callers with the goal to direct them to the correct service.
* Interview individuals to gather required information, review planning suggestions, and deliver the financial plan to the individual.
* Provide financial education related to various retirement plan topics.
* Make warm outbound calls to customers who have expressed interest in obtaining assistance with the creation of a financial plan or our advisory programs.
* Deliver in-person financial workshops to groups of 50 or less individuals
* Explain employer-based retirement plan requirements and basic IRS regulations related to 401(k) transactions to retirement plan participants.
* Interface with the Benefits Center Customer Service teams as necessary to ensure a seamless customer experience (e.g., educating CSAs on Advisory products and services, reciprocal sharing of best practices, identifying techniques for improving referrals).
* Interacting with customers with account questions; update account information as needed; respond to customer inquiries on related issues; troubleshoot basic technical problems; provide product and service literature upon request.
* Responsible for participating in the process of setting up new accounts and maintaining accounts for customers.
* Accurately recording account openings and other transactions in our record keeping database
You Bring Knowledge and Expertise
Required Experience:
* Experience in delivering financial planning and investment advisory services required.
* Experience in dealing with phone-based Customer Service, Sales and/or Marketing experience preferred.
* Strong rapport building and interpersonal skills are necessary.
* Ability to educate callers on complex retirement and investment concepts is necessary.
* Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information.
* Demonstrate sustained confidence and resilience during challenging interactions.
* Actively listen to customers to understand both articulated and unarticulated needs.
* Ability to ask relevant probing questions to better assess customer needs.
* Use data to persuade and influence customers to objectively guide them.
* FINRA 65 or 66 or able to obtain within 90 days of employment.
* Certified Financial Planner or Chartered Retirement Plan Consultant designation preferred.
* Good presentation skills required.
Education:
Undergraduate degree and minimum of 5 years financial industry experience.
Flexible Working
So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and "Top 100 Company for Remote Jobs" 5 years in a row.
Benefits
We offer programs and plans for a healthy mind, body, wallet and life because it's important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity, paternity & adoption leave, continuing education and training as well as a number of voluntary... For full info follow application link.
Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an
