at Alight Solutions LLC in Chicago, Illinois, United States
Job Description
Financial Brokerage SpecialistAre you a fast learner who is fascinated by Client interactions?Are you looking for a new opportunity to work in a goal-oriented team?
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.
About the Role
The Representative role at Alight Financial Services requires knowledge of the securities industry, brokerage investing, and other company services. Effective communication skills are essential for customer and support interactions, as well as independent work, troubleshooting, researching issues, and developing solutions.
Responsibilities
Working knowledge of types of After -Tax Brokerage Accounts and objectively help customer select most appropriate provider.
Working knowledge of general qualified plan requirements. Able to provide information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules.
Understanding types of IRA accounts and being able to identify which IRA is appropriate and communicate effectively.
Understanding of the college savings plan options available through the PFC. Must be able to effectively navigate internal PFC 529 web site to retrieve needed information.
Being able to build a knowledge base and effectively communicate to employees what the advisor relationship is.
Requirements
5 years financial industry experience.
Possess ability to utilize conceptual thinking to identify patterns, apply concepts and clarify complex information.
Possess ability to educate callers on complex retirement and education funding concepts is necessary.
Possess ability to listen to customers, to understand both articulated and unarticulated needs.
Possess ability to obtain FINRA Series 7, 63. Able to obtain Series 66 or equivalent within 90 days of employment.
Possess rapport building and interpersonal skills.
Possess teamwork skills needed to engage the energies of others on the team, within the HFS Call Center and DC (Defined Contribution) Client Teams to help in achieving goals.
Possess ability to use data to persuade and influence customers to objectively guide them.
Possess ability to ask relevant probing questions to better assess customer needs.
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 benefit options.
By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight's employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the... 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
