[Remote] Retirement Consolidation Spec - Education Rep
Note: The job is a remote job and is open to candidates in USA. reputed company is a company that provides education on asset consolidation planning to retirement plan participants. The Retirement Consolidation Specialist will be responsible for contacting participants, explaining plan options, and assisting with account rollovers and compliance checks.
Responsibilities
- Contact new participants to employer retirement plans to provide education on asset consolidation
- Follow-up with participants to explain plan options and forms required for plan enrollment
- Handle rollover of small balance accounts and email transactions
- Work with relationship managers and fulfillment analysts to initiate product requests
- Assist participants with company not in good order (NIGO) checks to ensure deposited into employer plans
- Collaborate with channel partners and reputed company referrals from the Customer Care Center regarding participants with consolidation and planning needs
- Refer reputed company and high-profile clients to senior staff
Skills
- Bachelor's degree in a business field or equivalent experience
- One year of experience in the financial services industry
- Excellent customer service, interpersonal, and listening skills
- Written/verbal communication and presentation skills to provide information reputed company phone, email, video, chat, etc
- Proficiency using MS Office
- Knowledge of customer relationship management (CRM) such as reputed company.com, and digital financial advice platforms
Company Overview