Specialist Investment and Retirement Services

Job Description

NRECA is a unique national trade association providing advocacy financial services and business support services to over 900 consumer owned electric cooperatives across the country. NRECA employees are united by our mission inclusive culture collaborative workplace and commitment to service excellence. As a best place to work employer we operate with integrity transparency and a spirit of innovation.

Are you ready to be part of a dynamic inclusive and missiondriven insurance and financial services team At NRECA we cultivate and reward a commitment to delivering service excellence to our members every day. Our culture emphasizes a strong sense of diversity integrity and belonging driven by our core values of collaboration communication creative problem solving and accountability. The work we do to develop and administer industryleading employee benefit plans and services is diverse and intellectually challenging and the results help improve the quality of life for hard working Americans across the country. If you are motivated by mission and values as well as competitive pay and outstanding benefits then this is the place for you.

Position Summary:

The PIRC team provides financial education to Coop employees who participate in either of the NRECAsponsored retirement plans. This particular role is primarily focused on and providing education on a participants options with their retirement benefits after a separation event i.e. retirement changing employers death divorce etc. and assisting participants to completing the necessary forms. Employees in this role should also expect to receive calls regarding general financial planning as it serves as a backup for calls normally handled by our planners.

Key Responsibilities:

• Performs all responsibilities in a manner consistent with exceptional customer service in accordance with the mission statement: To provide high quality objective investment and retirement education to NRECA member employees relative to NRECAsponsored investment products when appropriate for consideration based on the individuals personal circumstance.
• Responds to requests generated through member contact services (tollfree # and general email box) prioritizing responding to requests for participant assistance with distribution option forms documenting conversations with participants and using tools and procedures to ensure proper followup and service.
• Executes ongoing relationship management strategy to maintain a high level of engagement and satisfaction.
• Maintains an extensive knowledge base on a broad range of financial planning and pension topics including: the latest legal and business developments in the areas of retirement/investment planning education funding personal portfolio management securities life insurance/annuities tax laws and estate planning issues; as well as Social Security and Medicare. Builds comprehensive knowledge of NRECAs policies and procedures and detailed knowledge of NRECAs pension health and welfare plans and how they affect and interact with a participants financial situation.

Required Qualifications and Skills:

• Bachelors degree or 4 years experience working in relationship management sales trusts & estates and or investment advisory services within the financial services industry. Must possess and maintain a professional designation such as CFP CEBS ChFC CLU CRPC or RICP or if previously maintained Series 6 7 63 65 or 66 license must obtain a professional designation such as CFP CEBS ChFC CLU or RICP within two years.
• Minimum of 5 years of experience in business finance accounting securities insurance or pension plans consulting individuals on financial planning issues.
• Knowledge with regard to: defined benefit and defined contribution plans and how they affect and interact with an employees financial situation; the latest legal and business developments in the areas of retirement/investment planning education funding personal portfolio management securities life insurance/annuities tax laws and estateplanning issues; Social Security and Medicare as demonstrated by prior work experience.
• Ability to relate to each individual based on that individuals levels of investment and financial sophistication as demonstrated by prior work experience.
• Ability to listen and interpret the customers needs deescalate difficult client interactions while at the same time researching the issue and applying broad business and technical knowledge to meet the customers satisfaction as demonstrated by prior work experience.
• Interpersonal skills member service orientation and ability to work in a team environment as demonstrated by prior work experience.

Qualifications

FLSA Status: Exempt

Essential Physical Requirements:

The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and extensive reading.

Exerting up to 20 pounds of force occasionally and/or up to 10 pounds of force frequently and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time the job is rated for light work.

Disclaimer Statement: The preceding job description has been written to reflect managements assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.

Additional Requirement:

The preceding job description has been written to reflect managements assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. All qualified applicants will receive consideration for employment without regard to race color sex sexual orientation gender identity religion national origin disability veteran status or other legally protected status.

NRECA is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment please email or call:NRECA Arlington Human Resources. Please callNRECA Lincoln Human Resources for Lincoln NE employment opportunities. We will make a determination on your request for reasonable accommodation on a casebycase basis.

The U.S. Equal Employment Opportunity Commission (EEOC) recently released the Know Your Rights poster which updates and replaces the previous EEO is the Law poster and EEO Is the Law Poster Supplement.

Pay Transparency NonDiscrimination. NRECA will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay. Please see the Pay Transparency Nondiscrimination Provision for more information.

EVerify. As a Federal Contractor NRECA is required to participate in the EVerify Program to confirm eligibility to work in the United States. For information please click on the following link: EVerify.

For more information about life at NRECA please visit .