Empower Retirement
Looking to make a real difference?
You belong right here.
Come build a rewarding career helping others achieve their financial dream at an organization that values your own long-term success. With your unique talents, you have what it takes to be bold and brilliant in everything you do and reach new heights for a company dedicated to diversity and inclusion, community and you.
If you share that belief, this is where you belong.
Join our team of nearly 6,000 associates across 40 different locations worldwide and start your future today.
Class starting May 11th!!
What you will do:
Serve as an ambassador to our client community through financial education and problem solving. Working in collaboration with a team of associates, launch your financial services career in our call center. New to the industry? No problem. Develop a solid foundation through our 2-month paid associate training program and receive continuous coaching for your role and career trajectory. Partner with our team and clients to:
- Provide excellent service within our call center for our client’s retirement savings accounts
- Educate and empower our clients without having to make cold calls or sales
- Provide solutions to assist clients with their accounts
- Process fund transfers, contributions, withdrawals, rollovers and investment option transactions and communicate critical plan updates and changes
- Train and study to obtain FINRA Series 6 & 63 licenses
What you will have:
- A passion for providing quality customer service
- Desire to engage with clients over the phone
- Capability to adapt communication style while servicing our diverse client base
- Attention to detail and ability to learn and apply financial industry processes, policies and procedures
- Availability to work a 40 hour work week, Monday through Friday 7 am – 8 pm with an occasional Saturday
- Must have 1 year or more of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, banking or financial services) or an associate’s degree
- Fluency in both English and Spanish are required
What we offer you:
In addition to participating in our robust training program, we offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- 401(k) with up to 5% company match (immediately vested) and free retirement advisory services
- Tuition reimbursement up to $5,250/year
- Casual dress environment
- 16 hours of annual paid volunteer time – engage in your community
- 15 days of paid time off; plus 12 holidays
- Access to our career path program designed to facilitate internal growth within the organization
- Business Resource Groups – employee communities based on demographics (e.g. Ability, Black, Latino, LGBT+, Women, etc.) offering educational and professional development, mentoring, and networking opportunities.
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
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