Job Description
Are you ready to embark on a rewarding career journey with a forward-thinking organization that prioritizes innovation, growth, and employee development? Look no further than arenaflex, a trailblazer in the industry, where you'll have the opportunity to invest in your future and make a lasting impact.
At arenaflex, we're not just looking for talented individuals; we're seeking passionate and driven professionals who are eager to learn, grow, and thrive in a dynamic environment. As an Entry-Level Customer Service Representative, you'll be part of a high-performing team that's dedicated to delivering exceptional service to our clients. With a comprehensive training program and a supportive network, you'll have the tools and resources you need to succeed and advance in your career.
- *What to Expect**
As a member of our Workplace Planning and Advice outbound and inbound call team, you'll embark on a multi-stage development journey that will equip you with the skills and expertise needed to excel in your role. Your responsibilities will include:
- Building effective relationships with our clients through calling and engaging warm leads
- Guiding inactive and active 401(k) participants through all their available options while introducing them to our services
- Learning and developing expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity
- Providing timely and accurate support to meet our clients' needs
- Advancing to taking consultative inbound calls from 401(k) participants, helping them with their retirement and investment needs
- *Learning and Development**
At arenaflex, we're committed to your growth and development. You'll receive comprehensive training, including:
- A licensing roadmap to help you prepare for your FINRA licensing exams
- Individualized study plans to ensure you're on track to meet your goals
- Access to top-quality training resources, including Fidelity's Relationship Model, our planning culture, and technology to help our clients
- Career coaching to help you understand the array of career opportunities at arenaflex and chart a course for your future
- *Celebrating Your Success**
At arenaflex, we believe in recognizing and celebrating your achievements. You'll have the opportunity to:
- Receive recognition and rewards for your progress and accomplishments
- Build a supportive network of colleagues who will help you achieve success
- Experience variety in your work with dedicated time for development activities that go beyond answering client calls
- *Growing with arenaflex**
From day one, you'll have the support and structure to plan for your future at arenaflex. Our career coaching will help you understand the array of career opportunities and chart a course to help you grow in a personalized career path. You'll have the opportunity to:
- Explore advanced planning roles to further your career
- Develop book-management skills and effectively handle leads while utilizing tools like Salesforce
- Build rapport and open conversations with clients through profiling and utilizing consultative skills during client interactions
- Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
- Set up targeted appointments while identifying opportunities to address client needs related to products and services
- *The Skills You Bring**
To succeed in this role, you'll need to possess:
- Outstanding client relationship experience, including an understanding of a sales process, calling, and working with warm leads
- Knowledge or experience in sales or the consultative relationship process
- Accountability and a goal-oriented mindset
- The ability to ask deeper questions to fully understand the client's situation
- Flexibility to work in a "hybrid" work setting, both at home and in office
- Comfort with technology and the ability to navigate multiple systems simultaneously
- Aptitude to complete FINRA SIE, Series 7, and Series 66 upon hire
- *Our Investments in You**
At arenaflex, we're committed to helping you and your loved ones strike the perfect balance. Our benefits programs include:
- Maternal and Parental Leave
- Tuition Reimbursement
- Student Loan Assistance
- 401(K) 7% match
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Paid Time off
- Backup Dependent Care
- Charitable match
- Concierge Services
- *Join the arenaflex Team**
If you're ready to embark on a rewarding career journey with a forward-thinking organization that prioritizes innovation, growth, and employee development, apply now to become an Entry-Level Customer Service Representative at arenaflex.
Apply Now