Asset Retention Specialist

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

This position is responsible for answering incoming telephone calls from terminated participants inquiring about the options with their retirement account. The primary goal is to retain assets and offer general investment education to participants including investment theory and how that impacts their retirement planning. The position is also responsible for processing transactions based on the participant’s request.

What you will do

• Work in a Call Center environment to educate participants in new and on-going employer sponsored retirement plans
• Focuses on the retention, conversion and accumulation of assets within the client base
• Offers general investment education to customers including investment theory and how that impacts a participant’s assets and retirement planning
• Motivates callers to take action as appropriate following a needs-based approach
• Fosters confidence with each customer interaction and can operate with limited supervision
• Becomes a stakeholder in the future of our organization – making suggestions that continually improve the way we retain assets for the MM Enterprise
• Innovates by analyzing current processes and suggest ways to improve them
• Recognizes problems and turn them in to opportunities
• Embraces change as an opportunity

What you will bring

• 4 Year College Degree
• FINRA Series 6 required.
• New employees who do not hold their Series 6 registration are required to obtain the registration at the employer’s expense within a pre-defined time-frame.

What will set you apart

• Authorized to work in the United States without sponsorship now and in the future
• Current FINRA Series 6 License is strongly preferred
• Fluency in Spanish or other languages a plus
• Experience with Retirement Plans and Retirement planning
• Knowledge of market and investment theory and their impact on participant’s retirement planning.
• Experience with Customer Service and Support resulting in highly satisfied customer results
• Experience with Sales
• Experience in a Call Center environment
• Excellent listening, verbal and oral communication skills
• Experience communicating ideas, instructions and concepts over the phone

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 5%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus nine paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Base Salary Range

Location

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.