Spec Retirement Service And Support

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Retirement Service and Support Specialist supports sales representatives, plan participants, and advisors through inbound/outbound calls and emails. Representatives support the Retirement Consultation Team with their sales production, service, operational, and technical needs as well as direct customers with various account activity needs. Retirement Specialists will assist with asset gathering and ensure successful completion of rollover activities. They will utilize detailed information on IRA, investment products, and have a solid understanding of the qualified plan environment. The Specialist provides high level personalized customer service by conducting detailed discussions on distribution options with participants. The Specialist will have a strong focus on the efficient and accurate handling of a high volume of customer service calls and will help the Retirement Consultation sales teams as necessary.

What You Will Do

• Enable successful achievement of sales targets through customer and sales representative support of asset movement and asset gathering transactions
• Ensure Incoming Rollovers requests follow the Plan and Internal Revenue Code (tax) provisions
• Identify opportunities to deepen relationships through profiling, trigger questions and hand offs to appropriate teams
• Answer and respond appropriately to operational and procedural inquiries from current retirement plan participants and their advisors via telephone
• Demonstrate resourcefulness to deliver accurate product information and great service
• Handle a high level of requests for information, process trade requests, research status of requests, communicate appropriately with back-office personnel, and present a professional image
• Deliver personalized service and responds to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity, and perseverance with external and internal customers
• Retain assets through education of available plan specific and general distribution options
• Engage in dialogue which educates customers in making informed distribution decisions on participating in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement accounts
• Deliver optimal solutions to customers in every interaction
  
  

What You Will Bring

• Bachelor’s degree or an equivalent combination of education and professional work experience
• 2 years’ experience in the defined contribution recordkeeping or plan administration business
• Basic understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
• Basic working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel) and various file manipulation skills on a PC
• Effective written, verbal, and presentation skills
• Fluent in English
• Ability to work overnight hours
• FINRA Series 6 and 63 registrations required within established timelines
• FINRA fingerprinting required
  
  

What Will Set You Apart

• Experience managing multiple priorities and ability to handle stressful situations and people daily
• Understanding of our product offerings, brokerage and mutual fund industries
• Technical experience with pension rules and regulations, operational experience and relationship management skills
• Basic consulting skills
• Motivated, self-starter with the interest to learn new information quickly and independently
  
  

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 age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

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