Financial Service Representative- Retirement and Benefits Investment Specialist
Company: Disability Solutions
Location: Chandler
Posted on: May 5, 2024
|
|
Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!The Retirement & Benefits Investment Specialist
is a foundational role designed to prepare you for your long-term
career growth with Bank of America and Merrill. Preparation for the
role starts with best-in-class training; along with hands on
practice and personalized coaching to develop the knowledge,
skills, and behaviors that you will need to be successful. As a
Retirement & Benefits Investment Specialist, you will work in a
phone-based environment from a Merrill Contact Center. Your
responsibilities include servicing corporate-sponsored plans (i.e.,
retirement and benefit plans, defined contribution, defined
benefit, non-qualified deferred compensation, and equity award
service plans). Key responsibilities include providing exceptional
client care, growing client relationships, and guiding clients with
needs-based solutions that will support their financial goals. The
exposure, ongoing support, and feedback that you will receive from
leaders, managers and peers will help you determine the best roles
and career paths to empower you to achieve your professional
goals.Successful applicants who have already passed the SIE exam at
the time of offer may be eligible for a $2500 bonus, in accordance
with terms and conditions set forth in the offer letter.You must
achieve your SIE, Series 7 and Series 63 licensing with 240 days of
your start date. You will achieve this through scheduled study
time, in depth online resources and on-site coaching and
support.The Licensing Program provides you with the coaching and
guidance that you'll need to successfully obtain your industry
licenses (Security Industry Essentials SIE, Series 7 and Series 63
licensing). These credentials along with your demonstrated
determination and client focus, may allow you to advance into many
roles within Bank of America and Merrill.We'll help you* Develop
the knowledge and skills you need to deliver world-class client
care* Get training and one-on-one coaching from academy managers
who are invested in your success.* Develop techniques to
confidently engage with clients by telephone* Have an opportunity
to earn your Security Industry Essentials (SIE), Series 7 and
Series 63 licenses through scheduled study time, in depth online
resources, and on-site coaching* Continue to learn and grow in a
culture where growth and career advancement are a
priority.Responsibilities:
Keywords: Disability Solutions, Drexel Heights , Financial Service Representative- Retirement and Benefits Investment Specialist, Sales , Chandler, Arizona
Click
here to apply!
|