Guided Pathways Advisor

Washington, DC
Mar 09, 2017
Mar 22, 2017
Accountant, IT
Full Time
Requisition Number CS170019 Post Date 3/6/2017 Title Guided Pathways Advisor City Washington State DC Description Reach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining our Client Services team.This position is responsible for working directly with ICMA-RC participants to deliver phone-based personalized investment solutions.This role includes both inbound and outbound calls to facilitate the engagement of participants in exploratory conversation to identify retirement savings needs and to provide solutions to facilitate the participant's retirement security.Essential functions for this role include:* Empathize with participants and find opportunities to expand their engagement with ICMA-RC, focused on the participant taking action that will lead to the successful replacement of their monthly income need in retirement* When appropriate and in the plan participant's best interest, maximize the use of ICMA-RC's products and services to include Managed Accounts through Morningstar Investment Management* Provide subject matter expertise and in depth knowledge of the Managed Accounts product and methodology* Successfully persuade people to take action to improve their retirement readiness* Identify and execute a defined strategy that leads to new business growth opportunities* Achieve established metrics for the role; which may include but not limited to increasing the participant's overall diversification and wealth accumulation* Ability to work a flexible schedule of hours Monday through Friday (no weekends), between the hours of 8:30am-9pm ET. Primary shift will be 10:30am-7pm* Follow practical application of all compliance, regulatory, and company policies and guidelines Requirements If you have the following credentials, we encourage you to apply: * BA/BS Degree or equivalent work-related experience* 3 years of customer contact experience in a sales or call center environment to include frequent (eg, daily) communications with customers via telephone, e-mail and/or face-to-face preferably in the financial services arenaExperience cross selling or up-selling products.* Strong oral communications, business writing and interpersonal skills* Ability to provide financial guidance and advice using sound investment practices* Strong knowledge of retirement plan products and regulatory guidelines* Strong working knowledge of ICMA-RC's products * Ability to connect with participants via the phone and provide a quality customer service experience.* Driven to not only meet, but exceed all organizational goals and objectives.* Ability to apply industry and corporate knowledge to handle all but the most complex problems independently.* Actively anticipates change and directs or redirects efforts accordingly* Experienced and comfortable with cold calling.* Proactively seeks ways to improve operations, preferred* Experienced and comfortable with public speaking, preferred* Licenses required/preferred: FINRA Series 6, 63, 65For your well-being, we offer a solid compensation and benefits package that features a competitive salary, a straight-forward incentive plan that rewards results, and a 401(k) Plan. For your career, we offer tuition reimbursement, professional development courses, seminars, career enrichment assignments, mentoring programs and a record of enterprise growth that creates continuing opportunities for career advancement. Consider ICMA-RC, and respond in strictest confidence. ICMA-RC is an Equal Opportunity Employer that values diversity in the workplace. Minorities and women are encouraged to apply. We look forward to hearing from you.

Similar jobs