Company: RETIREMENT CLEARINGHOUSE LLC
Posted on: September 23, 2022
Grow your career while helping others grow their retirement
savings! When you join the team at Retirement Clearinghouse, you'll
be making a real difference for yourself and others!
Our mission is to dramatically improve the odds that millions of
America's job-changing participants will preserve their retirement
savings and enjoy a comfortable and timely retirement. We leverage
innovative financial technology to simplify and streamline the
process of consolidating retirement savings accounts within the
defined contribution system.
Retirement Specialist Compensation:
Base annualized salary: $60,000 ($28.846 per hour)
Annual Bonus Potential: maximum 10% of annual base salary, prorated
from date of hire and subject to terms and conditions
Retirement Specialist Position Summary
This position is responsible for educating participants about
rollover options for their retirement plans and matching their
needs with product and service solutions on or off our platform.
There is heavy emphasis on remaining invested in retirement. The
Retirement Specialist serves as the voice of reason to individuals
in employment transition facing the tough decision regarding the
actions to take with their retirement assets after separation of
service from a previous employer.
Retirement Specialist Responsibilities
The Retirement Specialist must possess the ability to assess needs,
identify and present retirement solutions using a guidance based
questioning model. The Retirement Specialist will inspire trust and
confidence in customers through problem solving, intently listening
to customers' needs, and proactively managing products and/or
services based on the individual's needs through inbound and
outbound telephone contact. This position requires a strong
knowledge of defined contribution plans and distribution options,
as well as a superior understanding of individual retirement
Ability to manage a book of business and use consultative
discussions to guide individuals in making informed decisions
regarding their retirement assets.
Solid knowledge of retirement plans and how they are established,
managed and distributed.
Strong financial aptitude with a thorough understanding of
investment products and services.
Effectively organize and manage leads provided, place outbound
calls to participants and provide the appropriate amount of
Promotes and secures 401(k) and IRA rollovers from prospective
Must have the ability to engage clients in dialogue, uncover their
needs, and position the most appropriate solution.
Ability to access information from a variety of sources and
articulate the rollover process steps to callers in a succinct and
Record all client interactions via internal contact management
Act as a liaison between participants and Customer Service
departments at other financial institutions.
Perform back-office support of the rollover process by managing and
monitoring transactions and interacting with third parties involved
in the money movement process as required.
Work cooperatively and establish positive cross-functional
relationships within the organization.
Display a positive, helpful attitude and be client oriented with
the ability to listen, elicit, educate, and communicate with
different personalities and skill levels via email and
Perform other duties as assigned.
Retirement Specialist Perks & Benefits:
Remote and/or hybrid work opportunities*-see below for additional
Paid Time Off-up to 18 days per year for the first 4 years, plus up
to 5 sick days per year, plus up to 3 Floating Holidays per year
(actual time for the first year is based upon date of hire)
Medical, dental, vision, short-term disability, long-term
disability, life insurance benefits on day 1 of employment
401k with immediately 100% vested employer matching
Professional Growth and Career Advancement Opportunities
*The Retirement Specialist will be required to work onsite for the
first few days for equipment assignment and training. Upon
completion of the onsite training, the Retirement Specialist will
be permitted to work remotely, with the understanding that
management may require onsite work based upon business needs,
and/or to attend meetings or attend training. When conditions
permit, we will implement a hybrid work arrangement, which may
require the Retirement Specialist to work onsite two (2) days per
When working from home, employees are expected to:
Dedicate their full attention to their job duties during working
Adhere to break and attendance schedules and ensure that schedule
change requests are approved by their manager in advance.
Understand that interruptions in internet service, or the ability
to meet productivity and quality standards in the home environment,
will require employees to work in the office until the issue is
A Bachelor's Degree in Business or related field is preferred.
FINRA Securities Industry Essentials (SIE), Series 6 or 7, and
Series 63 licenses are required.
A minimum of 3 - 5 years of 401(k)/Rollover/Investment
Working knowledge of retirement industry products and services,
Knowledge of consultative models
Working knowledge of MS office applications, including Word and
Excellent verbal and written communication skills.
A keen ability to multi-task and pay close attention to detail.
Insurance licenses and designations are a plus.
If you're looking to join a fast-growing company that:
Is a great place to work if you're looking for work/life
Values and recognizes your contribution
Has a culture of cultivation and seeks to foster your professional
development and promote from within whenever possible
Offers a comprehensive benefits package from day one, and
Is making a real difference in people's lives
...then you should join our team!
RCH Securities, LLC is an EEO employer and participates in the
E-Verify program. Pre-employment background checks will be
performed, including drug testing and credit history, upon offer of
Keywords: RETIREMENT CLEARINGHOUSE LLC, Charlotte , Retirement Specialist, Other , Charlotte, North Carolina
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