Workplace Planning Associate - Merrimack, NH - (Merrimack, NH)

The Ability We're Looking For Superior customer relations skills and background, sales background is a plus FINRA Series seven (or ability to obtain within 90 days; thereafter pursue 66) High degree of motivation and able to work collaborative environment Understanding of a consultative relationship process preferred, including customer calling and working with warm leads Excellent listening and time organizational skills The desire to learn and grow in our industry The Purpose of Your Role As part of Workplace Planning and Advice outbound call team, you'll be engaging inactive and article 401(k) participants to introduce them to our outstanding services, guiding them through all their available options. You will engage our clients to build effective relationships through calling and engaging warm leads. Our top quality training resources will ensure you have all the answers you need to provide customers with expert guidance - and to get the results you are striving for.