- ADP (Allentown, PA)
- …adhering to internal SLAs for response times. + Performs duties of inbound Client Service Representative or Sales Support Specialist during peak periods. + Helps ... **QUALIFICATIONS REQUIRED:** + 1 year experience in a client service call center environment required. + FINRA ...Experience working with Sales teams + ADP payroll and retirement plan experience is a plus + Demonstrates strong… more
- Vanguard (Malvern, PA)
- …At Vanguard, we're taking a stand for investors. That starts with you. As a Retirement Plan Services Representative , you'll be our voice and our clients' ... futures. In this role, you will provide high quality service across Institutional Participant Services by supporting...you with the tools to take the SIE and FINRA Series 6 and 63 + A $1,500 taxable… more
- Lincoln Financial (Radnor, PA)
- …opportunity. **Requisition #:** 73197 **The Role at a Glance** As the Financial Services Sales Representative , you will build and maintain business relationships ... financial security, with products including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record of… more
- HUB International (Blue Bell, PA)
- …part due to our industry leading success in mergers and acquisitions. As a Plan Service Representative , you will be responsible for managing a block of existing ... business while applying exceptional service standards resulting in strong retention. This position will... plans. **Responsibilities:** + Provide consulting and investment advisory services for a specified block of company-sponsored retirement… more
- ADP (Allentown, PA)
- …and see for yourself!** As a Digital Sales Associate, you will sell ADP's Retirement Services 401(k) solutions over the phone using virtual technologies. With a ... that put millions of employees on the road to retirement readiness. Your day-to-day will focus on daily goals...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- Atria Wealth Solutions (Allentown, PA)
- …(CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the ... FINRA / SIPC (http://www.sipc.org/) ). To learn more about CUSO Financial Services LP visit www.cusonet.com . CFS (Member FINRA /SIPC) is a broker-dealer and… more