Licensed Financial Solutions Representative – ( work from home ) Job at Alight – 3.1 in Illinois
At Alight, we believe a company’s success starts with its people. It’s why we’re so driven to connect passion with purpose. Our team’s expertise in human insights and cloud technology, allows companies and employees around the world to transform and thrive.
With a competitive total rewards package, continuing education and training and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work.
Join our team. Because transformation takes a workforce. Learn more at careers.alight.com.
Alight is Looking for a Licensed Financial Solutions Representative
As part of an industry-leading team, you will help drive results for Alight Clients by delivering innovative and effective solutions as part of our Financial Services business group within Alight.
This role is responsible for providing financial education around multiple investment and financial vehicles that are available to plan participants, including offering guidance on appropriate tools and services. Guidance is primarily focused on qualified retirement plan administration.
This is an ideal role for people who are familiar with the mutual fund industry and brokerage investing and like to educate others on how to make complex retirement and education funding investment decisions. Strong listening and communication skills are required, along with the ability to work independently, troubleshoot and research issues, and develop solutions. This position is best for people with astute knowledge of investments along with superior problem-solving skills.
Additionally, this role will leverage your knowledge of the following:
Defined Contribution Plans- including working knowledge of general qualified plan requirements. You’ll be expected to provide information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules.
College Savings Plans. You’ll need to be able to effectively navigate our internal financial education web site to retrieve needed information.
Mutual fund investment Services: Must be able to build a knowledge base and effectively communicate to employees what mutual funds are available, how to research, and the differences between providing educational guidance vs advice.
Strong communication skills will be necessary, including the ability to work well interpersonally with your peers, supervisors, and customers.
Strong analytical skills to problem solving and ability to troubleshoot basic technical problems.
Must be detail oriented with high degree of accuracy and personal accountability.
Ability to work in high pressure environment with seasonality high volume.
Teamwork will be needed to engage the energies of others on the team, within the AFS Call Center and DC (Defined Contribution) Client Teams to help in achieving goals.
Customer Service, Trading, Sales and/or Marketing experience preferred.
Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information
Demonstrate sustained confidence and resilience during challenging interactions
Actively listen to customers to understand both articulated and unarticulated needs
Ability to ask relevant probing questions to better assess customer needs
Use data to persuade and influence customers to objectively guide them
US Citizenship requirements- as this role supports services provided to the federal government and/or a federal government contractor, proof will be required to verify US citizenship status at time of hire.
Undergraduate degree or equivalent years of industry experience.
FINRA Series 6 required. Series 63/65/66 a plus.
Our commitment to Diversity and Inclusion
Alight believes diversity should be visible, valued, and sustained throughout the organization. And we’re committed to enabling an inclusive culture of belonging that engages all colleagues and grows the diversity of our talent to proudly represent the clients and communities we serve.
As an affirmative action employer, we adhere to the principles of equal employment opportunity in the workplace as defined in our diversity policy statement.
Diversity Policy Statement
Alight does not discriminate against anyone based on sex, gender, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state or local law. In addition, we take affirmative action to employ and advance in employment qualified minorities, women, disabled persons, disabled veterans and other covered veterans.
Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request a reasonable accommodation/modification by contacting his/her recruiter.
Authorization to work in the United States
Applicants for employment in the United States must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Alight.
Note, this job description does not restrict management’s right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.
We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
Colorado Equal Pay for Equal Work Act Statement. Please note, offers are being determined on an individual basis. Alight takes into consideration the candidate’s experience, education, certification/credentials, market data and internal equity. The estimated minimum salary for this role is $51,800.00/year (full-time). For specific benefit details, please visit this URL: https://bit.ly/Alight-Benefits
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.
Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an affirmative action employer.
About the Company
Company: Alight – 3.1
Company Location: Illinois