Retirement Services Rep (FINRA LICENSE REQUIRED)

ADP

4.4

(608)

Louisville, KY

Why you should apply for a job to ADP:

  • Ranked as one of the Best Companies for Women in 2022
  • 4.4/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 91% say women are treated fairly and equally to men
  • 93% would recommend this company to other women
  • 92% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.

    #252491

    Position summary

    nsactions, they are required to successfully obtain and maintain their series 6 and 63 FINRA securities licenses.

    Job Responsibilities:

    • Educates employees on account information, plan benefits, plan resources and tools such as Financial Wellness, Mobile, Retirement Savings Calculator, and Investment Product information enabling employees to make informed financial and investment decisions.

    • Firm understanding and education on mutual funds, rates or return, personal rates or return, market timing restrictions, self-directed brokerage accounts on enrollment calls and
      any investment related calls enabling employees to make informed financial and investment decisions.

    • Educate employees on distribution options available to them when transitioning employers or commencing retirement and presents the American Century Investments Rollover option to employees of eligible plans. Assist employees with support for incoming rollovers into ADP plans.

    • Drive high levels of employee satisfaction through exceptional call quality interactions, leading to stronger employee satisfaction and client retention.

    • Maintain full working knowledge of desktop tools such as CRM system, Plan Sponsor and Participant website, Cimplicity, and workflow system.

    • Proactively troubleshoot and probe to resolve employee issues, again requiring full working knowledge of the recordkeeping platform and business processes that support it.

    • Adhere to daily schedule and support high call volumes of inbound calls. Flexibility to maintain increase of daily phone time during peak times (which can be unplanned and impacted by market fluctuations).

    • Educate employees on distribution options available to them when transitioning employers or commencing retirement rollover option to employees of eligible plans. Assist employees with support for incoming rollovers into ADP plans.

    • Participate in task forces, strategic initiatives, stretch assignments and collaboration opportunities with other business units as needed.

    Job Qualifications:

    A college degree is great but not required. What is more important is having the skills to do the job. Other acceptable experiences could include:

    • Experience noted above, OR

    • Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you developed and are excited to provide an environment where you can continue to make a meaningful impact.

    • FINRA Series 6/63/7 securities licenses and Securities Industry Essentials

    • 1+ year of Client Service/Customer Service or Finance/Banking experience

    • Strong communication skills

    • You must be available to work an 8-hour shift between the hours of 8am - 9pm EST

    Preferred Qualifications: Preference will be given to candidates who have the following:

    • This is a non-exempt/hourly position, willingness to work overtime and varied day-time shifts will be necessary.

    Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.

    Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP's culture and our full set of values.

    Why you should apply for a job to ADP:

  • Ranked as one of the Best Companies for Women in 2022
  • 4.4/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 91% say women are treated fairly and equally to men
  • 93% would recommend this company to other women
  • 92% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.