• Bilingual Retirement Specialist

    Principal
    Job Description

    We offer more than just a job – you can build a career with us.  After completing a comprehensive training program designed with you in mind, there’s a variety of paths you could take your knowledge and career.  Here’s just a few paths others have taken, and you could consider:

    • Investigation specialist
    • Quality assurance
    • Sales roles
    • Learning and Development
    • Management roles

    What success looks like. Goals are important in life and this is no different.  Success measures are focused on being available for calls, the quality of conversations, customer service and accuracy along with timely documentation/processing of work resulting from the call.    You’ll also build your own foundational financial knowledge.  Upon hire, you’ll need to secure your Series 6 securities license. Again, we’re here to help.  We provide you the materials, time to study and cover the cost of the training program for this license.

    As an Retirement Specialist you will educate and assist 401K participants by answering inbound phone inquiries about their retirement account and help them take action to prepare for retirement. In this fast paced, high energy environment, helping people is not only rewarding, but our number one priority!

    Contact Information