This role involves handling inbound calls and providing financial education on complex retirement-related questions, investment, and payment options for plan participants. It focuses on both qualified and non-qualified retirement plan benefits. Ideal candidates should have a financial background, enjoy educating and supporting others, and possess strong listening, communication, and problem-solving skills. Knowledge of Defined Contribution and/or Defined Benefit plans is essential.
Responsibilities
Handling inbound calls and providing financial education.
Answering complex questions, investment and payment options available to plan participants.
Offering guidance on appropriate tools and services.
Providing information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules.
Working independently to troubleshoot and research issues, and develop solutions.
Processing transactional support to plan participants.
Focusing guidance on qualified and non-qualified retirement plan benefits.
Requirements
Ability to acquire FINRA Series 6 within 6 months of hire.
Demonstrate Defined Contribution or Qualified Plan experience. Experience in customer Service, and/or financial services.
Possess analytical skills for problem solving and ability to troubleshoot basic technical problems.
Be detail oriented with a high degree of accuracy and personal accountability.
Able to work in high pressure environment with seasonality high volume.
Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information
Demonstrate sustained confidence and resilience during difficult interactions
Possess ability to ask relevant probing questions to better assess customer needs. Also, use data to persuade and influence customers to objectively guide them.
Demonstrate active listening to customers to understand both articulated and unarticulated needs.
Application and Interview
Alight requires all virtual interviews to be conducted on video. Please be aware that Alight is a camera-on culture and may require occasional travel to one of our physical office locations.
Our commitment to Inclusion
We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful.
At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future.
As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact alightcareers@alight.com .
Equal Opport
Benefits
Flexible WorkingSo 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" 6 years in a row.Great Place to WorkThanks to the work of every colleague, Alight has received multiple awards of recognition including "Great Place to Work" for the past 7 years and Fortune's "Best Companies to Work For." To learn more about our company culture and awards Click Here.If you, Champion People, seek to Grow with Purpose, and embody the meaning of Be Alight - We invite you to join our team! Learn more at careers.alight.com .Health insuranceDental insuranceVision insuranceRemote work optionsFlexible scheduleParental leave
Additional Information
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." We are passionate about connecting purpose with impact. Alight empowers clients to build a healthier and more financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, navigation, and absence management.
Alight · TX Texas Virtual