Operations Specialist

Employee Benefits is the core of our business and at our heart we are a people‑focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short‑term disability, vision, dental and other insurance solutions. We offer employers and individuals insurance, financial services and HR consulting services that improve the wellbeing, health and financial security of people across the US. Operations Specialist – Financial Wellness Program The Operations Specialist accepts ownership for leading the day‑to‑day operations of the Financial Wellness program. The specialist is responsible for accomplishing these tasks while keeping customer satisfaction at the core of every decision and behavior. This position is highly visible in the organization and the successful candidate is direct customer facing. Essential Duties and Responsibilities Lead the day‑to‑day operations for the financial wellness platform and related tools. Lead implementation of new plans to Financial Elements in conjunction with the advisor, plan sponsor and Mentor Lead, coordinating the continual build‑out of marketing materials with the marketing team. Work as part of a project team to coordinate technology, marketing & operational developments and determine project scope and limitations. Assist advisors with sales to plan sponsors as requested, including presenting program overview, features and demo of the system either on‑site or via webinar. Foster solid relationships with affiliate sales teams within the Resources organization to provide maximum value to both customers and the Financial Elements program. Educate affiliates on the program to increase adoption by advisors, including proactively reaching out to affiliates. Train team and affiliate offices on the program’s best practices, enhancements and apps. Identify, prepare, coordinate and present training programs for the team and affiliate offices, as needed. Evaluate effectiveness of training programs and analyze future training needs. Maintain and update the program on an ongoing basis. Lead the review, evaluation, implementation and maintenance of additional tools, systems and resources offered within the program. Evaluate, update, implement, launch and maintain existing tools, systems and resources. Lead the day‑to‑day operations, maintenance and enhancements of our ROBO platform, including initial set‑up for new advisors and training. Lead build‑out of reporting from the system – plan sponsor, participant & internal stakeholders. Answer user inquiries regarding the program to resolve problems. Assist with the implementation, launch and maintenance of participant Managed Account services with various recordkeepers, developing and managing the process for gathering necessary documents, enrolling participants and ensuring models and portfolios are in compliance. Assist mentors with communication to plan participants during high‑volume periods, including taking inbound calls, emails and chat, and proactively making outbound contacts. Maintain ongoing relationships with plan sponsors and provide ongoing support and services related to the Financial Elements program. Maintain any continuing education requirements necessary for compliance and certifications held. Comply with all compliance policies and procedures at the firm and the regulatory level. Qualifications, Skills and Requirements Team oriented, enjoys working with people, and is proactive, flexible, and capable of working independently and accurately in a fast‑paced environment. Applies critical thinking and problem‑solving skills to see tasks through to resolution with minimal supervision. Detail‑oriented problem‑solver. Able to multi‑task and establish priority of work. Excellent written and verbal communication skills. Excellent follow‑through and client communication. Ability to work in a team environment, supporting operational activities. Requires demonstration of technical expertise in financial matters and understanding of the overall sales process for financial products and services. Previous experience in a customer support role. Customer focus and adaptability to different personality types. Public speaking skills required. Strong PC skills – Microsoft Office Suite, SalesForce CRM and certain financial industry specific tools. High level of intelligence and commitment to long‑term professional development (lifelong learning and certifications). Education, Training and Experience Undergraduate degree in Business, Accounting, Finance, Economics or equivalent work experience. At least two years’ experience in financial services, with working knowledge of personal finance topics, investment vehicles and 401(k) plans. FINRA Series 65 license required. Benefits Your base pay is dependent upon your skills, education, qualifications, professional experience and location. In addition to base pay, some roles are eligible for variable compensation, commission and/or annual bonus based on individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement and other financial benefits, paid time off, overtime pay for non‑exempt employees, and robust learning and development programs. You will receive reimbursement of job‑related expenses per company policy and may receive employee perks and discounts. Equal Employment Opportunity OneDigital is an equal employment opportunity employer. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age, pregnancy, national origin, citizenship or immigration status, physical or mental disability, genetic information, and other categories protected by federal, state or local law. #J-18808-Ljbffr Digital Insurance LLC