Retirement Plan Associate

Grow your career with a growing organizationWhether they''re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that''s hard to beat. And from a personal satisfaction perspective, you''ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.This position is responsible for answering incoming telephone calls from terminated participants inquiring about the options with their retirement account. The primary goal is to retain assets and offer general investment education to participants including investment theory and how that impacts their retirement planning. The position is also responsible for processing transactions based on the participant''s request.What will you do:Work in a Call Center environment to educate participants in new and on-going employer sponsored retirement plansFocuses on the retention, conversion and accumulation of assets within the client baseOffers general investment education to customers including investment theory and how that impacts a participant''s assets and retirement planningMotivates callers to take action as appropriate following a needs-based approachFosters confidence with each customer interaction and can operate with limited supervisionBecomes a stakeholder in the future of our organization - making suggestions that continually improve the way we retain assets for the MM EnterpriseInnovates by analyzing current processes and suggest ways to improve themRecognizes problems and turn them in to opportunitiesEmbraces change as an opportunityWhat will you bring:4 Year College DegreeFINRA Series 6 required.New employees who do not hold their Series 6 registration are required to obtain the registration at the employer''s expense within a pre-defined time-frame.What will set you apart:Authorized to work in the United States without sponsorship now and in the futureCurrent FINRA Series 6 License is strongly preferredFluency in Spanish or other languages a plusExperience with Retirement Plans and Retirement planningKnowledge of market and investment theory and their impact on participant''s retirement planning.Experience with Customer Service and Support resulting in highly satisfied customer resultsExperience with SalesExperience in a Call Center environmentExcellent listening, verbal and oral communication skillsExperience communicating ideas, instructions and concepts over the phoneWhat we offer youWe offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.Medical, dental, vision and life insuranceRetirement savings - 401(k) plan with generous company matching contributions (up to 5%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire - including a paid time off program plus nine paid company holidays and three floating holidays each calendar yearPaid volunteer time "” 16 hours per calendar yearLeave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Base Salary Range$ 0.00-0.00LocationTX RemoteWe are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Created: 2021-11-29