Senior Financial Advisor
📋 Role Overview & Responsibilities
Company Description The Pension Group is an education-focused organization located in Dublin, OH. Our mission is to provide individuals with comprehensive information on income planning, investments, 401K and pension planning. With our expertise, we ensure accurate calculations and identify and correct pension errors. Over the years, we have successfully addressed numerous errors from various employers and plan administrators. We provide education through seminar workshops, radio and TV shows
Role Description This is a full-time on-site role for a Service Advisor at The Pension Group. As a Service Advisor, you will be responsible for providing exceptional customer service and support. Your day-to-day tasks will include ensuring customer satisfaction, delivering customer-focused service, and effectively communicating with clients. You will also handle aftersales inquiries and assist with resolving any issues that arise.
Qualifications Customer-focused Service, Customer Service, and Communicatioh skills. Aftersales experience and knowledgeStrong problem-solving and analytical skillsAbility to actively listen and understand customer needsExcellent interpersonal and relationship-building skillsAttention to detail and ability to manage multiple tasksExperience in the finance or retirement planning industry is a plusBachelor's degree in Finance, Business, or related field
Frequently Asked Questions
How do I apply for the Senior Financial Advisor position at The Pension Group? ▼
Click the “Apply for this Position” button on this page to submit your application directly to The Pension Group without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Dublin, OH with potential relocation and sponsorship assistance depending on candidate qualifications.
Are there any candidate fees on Hirely? ▼
No. Hirely is completely free for candidates. We never charge registration fees or placement fees.
Legitimate employers will never ask you to transfer funds, purchase equipment from unauthorized vendors, or pay application/visa fees. Hirely rigorously monitors listings, but always verify communication is from official corporate email domains.
Learn how to protect yourself against employment fraud →