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Alight Solutions provides benefits administration and HR technology services for large organizations and their employees. Its solutions support health, wealth, leave, and related human capital processes, serving enterprises and more than 30 million people. The company’s work spans benefits-focused products, technology, and corporate functions, with a stated focus on improving health, financial, and work wellbeing. Its hiring context includes opportunities across product and technology teams.
Financial Solutions Registered Representative – North Carolina
Educate Alight plan participants about retirement investments and benefits. Handle calls, explain plan options, and process participant transactions.
Description
- Explain investment options and financial vehicles available to plan participants.
- Respond to inbound calls and provide financial education.
- Address complex questions about investment and payment options.
- Guide participants toward relevant tools and services.
- Clarify how distributions, loans, investment choices, and plan rules affect participants.
- Research and resolve issues independently.
- Process transactions for plan participants.
- Focus guidance on qualified and non-qualified retirement plan benefits.
Requirements
- Hold a FINRA Series 6 license.
- Obtain a FINRA Series 63 license within six months of employment.
- Be a U.S. citizen.
- Have U.S. work authorization that does not require visa sponsorship now or in the future.
- Have experience with defined contribution plans, mutual funds, and college savings plans.
- Have customer service and/or financial services experience.
- Be detail-oriented and organized.
- Ask relevant questions to assess customer needs.
- Use data to persuade and guide customers objectively.
- Listen actively to understand expressed and unexpressed customer needs.
- Pass a background check consistent with Alight’s employment policies.
- Attend virtual video interviews with the camera on.
- Be available for occasional travel to a physical office.
Benefits
- Health, dental, and vision coverage starting on the first day.
- Wellbeing programs.
- Retirement plans with employer contribution matching.
- Generous paid time off.
- Parental leave.
- Continuing education.
- Career growth opportunities.
- Flexible work arrangements where possible.
- Competitive total rewards package.
- Continuing education and training.
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