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 6 and 63 within 6 months of employment.
Possess rapport building and interpersonal skills.
Possess teamwork skills needed to engage the energies of others on the team, within the 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.
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 Opportunity Policy Statement
Ali
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 · NC North Carolina Virtual