Retirement Services Rep (FINRA LICENSE REQUIRED)

Position Description

Position Summary:

The Retirement Services Representative is a licensed Retirement Services professional responsible for providing exceptional service to the employees of ADP Retirement Service's clients. They are the primary point of contact for employees and proactively drive employee education by raising awareness of the various tools and resources made available to employees for their retirement and financial planning. They educate employees on plan benefits, plan resources, financial wellness, investment company products, and also assist employees with individual account transactions. The Retirement Services Representative must be capable of communicating with employees at all levels within the organizations Retirement Services supports.

As the Retirement Services Representative frequently discusses and educates on investment company products and processes financial transactions,  they are required to ...