Retirement Service Representative (FINRA LICENSE REQUIRED) jobs in United States
cer-icon
Apply on Employer Site
company-logo

ADP · 1 week ago

Retirement Service Representative (FINRA LICENSE REQUIRED)

ADP is a comprehensive global provider of cloud-based human capital management solutions. The Retirement Services Representative is responsible for providing exceptional service to employees of ADP's clients, educating them on retirement and financial planning resources, and ensuring high levels of employee satisfaction.

Bookkeeping and PayrollConsultingHuman ResourcesOutsourcingPaymentsSoftware
check
H1B Sponsor Likelynote

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
Educate employees on distribution options available to them when transitioning employers or commencing retirement, and presents the American Century Investments Rollover option to employees of eligible plans. Assist employees with support for incoming rollovers into ADP plans
Drive high levels of employee satisfaction through exceptional call quality interactions, leading to stronger employee satisfaction and client retention
Maintain full working knowledge of desktop tools such as CRM system, Plan Sponsor and Participant website, Cimplicity, and workflow system
Proactively troubleshoot and probe to resolve employee issues, again requiring full working knowledge of the recordkeeping platform and business processes that support it
Adhere to daily schedule and support high call volumes of inbound calls. Flexibility to maintain increase of daily phone time during peak times (which can be unplanned and impacted by market fluctuations)
Educate employees on distribution options available to them when transitioning employers or commencing retirement rollover option to employees of eligible plans. Assist employees with support for incoming rollovers into ADP plans
Participate in task forces, strategic initiatives, stretch assignments and collaboration opportunities with other business units as needed

Qualification

FINRA Series 6 licenseFINRA Series 63 licenseClient Service experienceFinance/Banking experienceCommunication skills

Required

FINRA Series 6 and 63 securities licenses and Securities Industry Essentials (can be obtained after being hired into the role)
1+ year of Client Service/Customer Service or Finance/Banking experience
Strong and proven communication skills
You must be available to work an 8 hour shift between the hours of 8am - 9pm EST
A college degree is great but not required. What is more important is having the skills to do the job
Experience noted above, OR
Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you developed and are excited to provide an environment where you can continue to make a meaningful impact

Preferred

Bachelor's degree preferred, or equivalent of experience and education
FINRA Series 6 and 63 securities licenses and Securities Industry Essentials
This is a non-exempt/hourly position, willingness to work overtime and varied day-time shifts will be necessary

Benefits

Medical
Dental
Vision
Life Insurance
Matched Retirement Savings
Wellness Program
Short-and Long-Term Disability
Charitable Contribution Match
Holidays
Personal Days & Vacation
Paid Volunteer Time Off
And more

Company

ADP provides business outsourcing solutions that facilitate businesses in HR, payroll, and administration processes.

H1B Sponsorship

ADP has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (531)
2024 (386)
2023 (340)
2022 (523)
2021 (342)
2020 (353)

Funding

Current Stage
Public Company
Total Funding
$17.1B
2025-06-27Post Ipo Debt· $7.05B
2025-05-06Post Ipo Debt· $1B
2024-09-05Post Ipo Debt· $1B

Leadership Team

leader-logo
Carlos Rodriguez
President & Chief Executive Officer
leader-logo
Maria Black
President and CEO
linkedin
Company data provided by crunchbase