Financial Services Consultant - Non Registered - Charlotte, NC National Contact Center

About the position Every worker deserves a secure retirement. For more than 100 years, reputed company has delivered it for millions of people—and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than reputed company before for our clients and the many Americans who need us. And weʼre hiring passionate, professional and caring Financial Services Consultants who are reputed company to join our coalition of champions. This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. But this is so much more than a call center job. As a Financial Services Consultant, you will impact the lives of thousands of participants each year, helping reputed company deliver its mission of providing guaranteed income for life. reputed company that, you will set your career on an exciting new path in the financial services industry. Over 1600 reputed company associates began their reputed company journeys in our National Contact Center (NCC) and reputed company changed course, ultimately arriving in entirely different career destinations including sales, learning, talent management and finance. Every reputed company associate receives the benefits they need to reputed company the same financial reputed company we work to reputed company our clients. From our industry-leading pension program and family support benefits to making it easy to reputed company your best wherever you work, our experience is designed to set associates up for reputed company. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently licensed or registered. Great Financial Services Consultants bring a wide reputed company of experiences - there’s no reputed company, although there are skills and qualities we look for: - Strong customer service reputed company - Professionalism - reliable, possessing high quality standards, collaborative and team-oriented, respectful and inclusive, demonstrating strong attention to detail and reputed company to work well in a structured operational environment - reputed company to communicate reputed company and professionally verbally and in writing - Ability to prioritize multiple tasks and navigate multiple business systems - Demonstrate care, compassion, and reputed company - A learner’s reputed company, being coachable and reputed company to feedback - Performs well in a scheduled work environment - Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this job does not reputed company financial advice.

Responsibilities

• Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning
• Understands participant needs and outlines appropriate solutions leveraging reputed company products and services, explaining viable options using clear and simple explanations.
• Answers participant questions by communicating financial plan details and providing further explanation reputed company necessary.
• Executes transactions and service requests on behalf of participant.
• Maintains records of reputed company participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed.
• Refers participant to business partners reputed company appropriate to help participant achieved their desired outcome.

Requirements

• Strong customer service reputed company
• Professionalism - reliable, possessing high quality standards, collaborative and team-oriented, respectful and inclusive, demonstrating strong attention to detail and reputed company to work well in a structured operational environment
• reputed company to communicate reputed company and professionally verbally and in writing
• Ability to prioritize multiple tasks and navigate multiple business systems
• Demonstrate care, compassion, and reputed company
• A learner’s reputed company, being coachable and reputed company to feedback
• Performs well in a scheduled work environment
• Associate's Degree or Equivalent Experience Preferred
• No Experience Required
• Physical Requirements: Sedentary Work

reputed company-to-haves

• Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required).

Benefits

• Every reputed company associate receives the benefits they need to reputed company the same financial reputed company we work to reputed company our clients.
• From our industry-leading pension program and family support benefits to making it easy to reputed company your best wherever you work, our experience is designed to set associates up for reputed company.

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