Enrollment Consultant (Full Time and Part-Time Positions)

Calling All Former Financial Services Sales/Service Consultants (FINRA Series 6/63 or 7/66) – Hiring for Retirement Enrollment Consultant Roles

Are you, or were you, a financial services industry veteran that is still looking to make a positive contribution to retirement security?

Are you passionate about helping your retiring peers plan for sustainable, lifetime income during their retirement years? 

Do you want to work in an engaging, flexible environment without high pressure sales goals, with the key success metric being satisfied clients? 

Would you like all this, while working the hours you want, in a fully remote position?  

If so, please consider applying!

At RetireOne, we rely on seasoned professionals to engage with our valued customers.  We’re looking for financial services sales and service professionals who are highly effective communicators to join our team as Consultants, providing assistance during customer enrollments.    

What we offer:

• Remote work environment – Check!
• Interact with your peers daily – Check!
• Use your financial services sales and service skills – Check!
• Flexible schedule including full and part-time opportunities – Check!

What we need from you:

• Active FINRA license (6/63 or 7/66)
  1. If your FINRA license has expired, we may be able to sponsor you for re-testing
• Active State Life Insurance license
• Enthusiastic, welcoming attitude
• Enjoy talking on the phone with customers aged 50+
• Passionate about helping customers with retirement solutions

This position involves helping pre-retirees or recently retired Americans enroll in a unique retirement income solution.  Enrollment Consultants will be responsible for helping interested customers understand the benefits of the offer, answer questions, assist with navigating the website, and help customers complete online product applications.  

You will love this job if…

• You possess excellent communication and interpersonal skills
• You seek to drive customer satisfaction  
• You enjoy interacting with customers on the phone and through email  
• You have a professional and welcoming attitude  

We are NOT looking for a traditional, or hard sales approach.  Candidates should be informative, confident, and service-oriented.

Thousands of Americans are retiring every day, and this is a unique opportunity to help many Americans create a secure retirement!

Hiring Process

Potential candidates must possess a FINRA Series 6/63 or 7/66 license and a state Life Insurance License.   Candidates who have previous FINRA licensing that has expired may be eligible to re-test via a sponsorship.  

Selected candidates will receive comprehensive virtual training on the product solution, technology, and customer onboarding process.  

Work Arrangement / Hours

• Business hours for our Virtual Contact Center are Monday-Friday, 8am-8pm Eastern Time
• All positions are fully remote / work from home
• Positions may be full or part-time, and are intended to be flexible to allow for work-life balance
• We are seeking candidates across all US time-zones (Pacific, Mountain, Central, Eastern)

Compensation

Responsibilities

• Handle inbound phone calls and emails in a timely manner
• Follow talk-paths and scripts and use knowledge of RetireOne’s products and services to go off-script when necessary  
• Log results of customer interactions in Salesforce.com
• Identify customer needs, research issues, resolve complaints, and provide solutions
• Maintain ownership of calls throughout the lifecycle of a caller’s request
• Recommend improvements for systems and processes to boost organizational efficiency
• De-escalate situations involving dissatisfied customers, offering assistance and support
• Guide customers through the enrollment process, including completion of online product applications
• Handle a variety of supportive tasks, providing answers, insights, instructions, and assistance   

Required Skills & Qualifications

• Active FINRA Series 6/63 or 7/66 license
• Active state Life Insurance license
• Comfortable with remote work arrangement
• Computer literacy
• Strong active-listening and verbal communication skills
• Ability to manage time effectively
• Patient and empathetic attitude
• Resourceful problem-solving skills
• Ability to learn new concepts quickly

Preferred Skills & Qualifications

• Active AARP Membership
• Financial services sales experience (client-facing retail experience a plus)
• Experience with annuity concepts and products
• Experience with complex or multi-line phone systems
• Experience with Customer Relationship Management (CRM) tools such as Salesforce.com
• Experience with Microsoft Office 365 Tools such as Word, Excel, PowerPoint, and Outlook
• Ability to speak multiple languages a plus

About RetireOne

RetireOne envisions a secure and rewarding retirement for all Americans built on reliable, sustainable income streams.  Our mission is to provide valuable retirement solutions that are simple to use, easy to understand, and delivered with outstanding service.  

RetireOne has partnered with an industry leading insurance company and the largest retirement affiliation group in the country to offer an exclusive direct-to-consumer retirement income solution.  

We are committed to providing complete support for customers on the path to successful retirement.   

Learn more about us at RetireOne.com.