Job Summary

• The role involves answering incoming telephone inquiries regarding retirement plans from participants, employers, and third-party specialists.
• Candidates must be authorized to work for any employer in the U.S. as sponsorship is not available.
• The company offers a comprehensive benefits package including medical insurance, a 401(k) match up to 6%, and paid volunteer time.

Matching Summary

Salary

Base: $43,600 - $60,025; Bonus: Non-sales positions eligible for bonus program; Benefits: Medical, dental, vision, life, 401(k) match up to 6%

Skills & Requirements

Key Requirements

• FINRA Series 6 license required
• FINRA Series 63 license required
• One year customer service experience preferred
• Associate degree or equivalent experience
• US work authorization required

Work Rights