Defined Contribution Customer Solutions Specialist- Virtual Us

Alight Solutions

Base: 51,000.00 usd - 65,000.00 usd; bonus/equity:...
Fully remote
Handling inbound calls
Providing financial education
Defined contribution plans
This role involves handling inbound calls and providing financial education on complex retirement-related questions, investment, and payment options for plan participants

Job Summary

  • This role involves handling inbound calls and providing financial education on complex retirement-related questions, investment, and payment options for plan participants.
  • Alight helps clients gain a benefits advantage while building a healthy and financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, absence management and navigation.
  • We offer programs and plans for a healthy mind, body, wallet and life because it’s important our benefits care for the whole person.

Matching Summary

This role involves handling inbound calls and providing financial education on complex retirement-related questions, investment, and payment options for plan participants.

Salary

Base: 51,000.00 USD - 65,000.00 USD; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Handling inbound calls
  • Providing financial education
  • Defined Contribution plans
  • Customer service experience
  • Problem-solving skills

Nice-to-have

  • Goal-oriented team
  • Empathy and belonging
  • Inspiring higher calling
  • Acting with integrity
  • Empowering others

Key Requirements

  • FINRA Series 6 or 7
  • Defined Contribution or Qualified Plan experience
  • US Citizenship required

Work Rights

Must reside in the United States or Puerto Rico

Tailored Resume

Cover Letter