Retirement Service Representative (FINRA LICENSE REQUIRED) - Now Hiring!

Retirement Services Representative (401k)

Position Summary :

The Retirement Services Representative is a licensed Retirement professional responsible for providing exceptional service to the employees of ADP Retirement Service's clients. They are the primary point of contact for employees and proactively drive employee education by raising awareness of the various tools and resources made available to employees for their retirement and financial planning. Educates employees on plan benefits, plan resources, financial wellness, investment company products, and also assist employees with individual account transactions. The Retirement Services Representative must be capable of communicating with employees at all levels within the organizations Retirement Services supports. As the Retirement Services Representative frequently discusses and educates on investment company products and processes financial transactions,  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.

Job Requirements :

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 :