Retirement Plan Specialist - Financial Counselor

Job description

**This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Retirement Plan Specialist – Financial Counselor based in the United States.** Join a client-focused financial services team dedicated to helping individuals make informed decisions about their retirement and financial future. In this role, you will provide guidance on retirement solutions, account rollovers, and individual retirement accounts while delivering a clear and supportive customer experience. You will respond to client inquiries, explain financial products, and help customers understand the options available to them. Working in a remote environment, you will collaborate with experienced professionals and contribute to the team's sales and service objectives. Through structured training, mentorship, and practical experience, you will strengthen your financial knowledge and advisory skills. This opportunity is ideal for a motivated financial services professional seeking to develop expertise, expand their licensing credentials, and build a long-term career in financial counseling and retirement planning. ### Accountabilities - Respond to customer inquiries by phone and email, providing accurate information about retirement products, account options, and available financial solutions. - Explain retirement planning options, including account rollovers and Brokerage Individual Retirement Accounts (IRAs), helping customers understand their choices and make informed decisions. - Meet established production targets and training milestones, including monthly activity goals, client appointments, and new account objectives. - Develop a thorough understanding of financial products, internal systems, applicable regulations, and compliance requirements. - Participate in structured training and professional development programs to strengthen financial planning knowledge and prepare for additional licensing. - Maintain accurate records of customer interactions, activities, and follow-ups using Salesforce and other customer relationship management (CRM) systems. - Support the Advice Center sales team with operational and administrative tasks to ensure efficient service delivery. - Engage in mentorship, coaching, and ongoing skill-building activities to prepare for progression into a fully licensed financial advisor role. ## Requirements - Bachelor's degree in a business-related field or equivalent professional experience. - At least one year of experience in the financial services industry, with a foundational understanding of financial products and retirement solutions. - Required FINRA Series 6 or Series 7 license, with additional licensing requirements applicable to the role. - Ability to obtain the FINRA Series 65 license within 12 months of the employment start date. - Ability to obtain the required Life and Health insurance licenses within 60 days of the employment start date, subject to applicable state requirements. - Strong customer service, interpersonal, and active listening skills, with the ability to build trust and explain financial concepts clearly. - Excellent written and verbal communication skills, including the ability to present information professionally and adapt explanations to customer needs. - Proficiency in Microsoft Office applications and the ability to learn new systems and digital tools. - Strong attention to detail, organizational skills, and a commitment to accurate documentation and regulatory compliance. - A proactive, growth-oriented mindset and willingness to participate in training, accept feedback, and work toward long-term professional development. **Preferred qualifications:** - Existing Life and Health insurance licenses appropriate to the applicable state or states. - Familiarity with Salesforce or other CRM platforms and digital financial advice tools. - Demonstrated ability to balance customer needs, service quality, and performance objectives in a financial services environment. ## Benefits - **Estimated total annual compensation:** $55,000–$61,000, including applicable incentives and bonus opportunities. - **Base salary:** Generally $40,000–$45,000 per year, depending on qualifications, operational needs, and applicable factors. - **Performance incentives:** Eligibility for sales and/or performance-based incentives, along with a discretionary annual bonus based on the applicable bonus plan and individual performance. - **Retirement benefits:** Pension plan, 401(k) matching, and an employee stock purchase plan. - **Health coverage:** Medical, dental, vision, and disability insurance for eligible employees. - **Paid time off:** Starting at 160 hours annually during the first year of service, plus 10 paid holidays per year. - **Family support:** Eligible employees may access paid parental leave, adoption assistance, and backup care programs. - **Wellness and support:** Access to wellness coaching, wellness rewards, an Employee Assistance Program, and other resources supporting work-life balance. - **Professional development:** Career training, development opportunities, and tuition reimbursement. - **Additional perks:** Employee discounts, referral bonus programs, employee recognition initiatives, and paid volunteer time. - **Community and inclusion:** Employee resource groups, inclusion and diversity initiatives, and an employee matching gifts program. - **Remote work:** A work-from-home arrangement within the United States, offering flexibility in how you organize your professional environment.