Representative Retirement


Representative Retirement

Pay Rate
$22.995 USD / hourly

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Weekly Pay

Job Description:

Promptly answer inbound calls and engage with our customers exclusively over the phone while providing education on a wide range of employer sponsored retirement plans. No cold calls or sales.

Effectively identify the needs of our customers and offer tailored solutions that comply

with plan rules and regulatory requirements.

Accurately process transactions such as withdrawals, loans, and contribution changes.

Enhance the participant experience by assisting our customers with website/app navigation.

Create a positive service experience by persistently seeking resolution.

Provide solutions to assist clients with their accounts.

o A passion for providing quality customer service.

o Desire to engage with customers over the phone.

o Capability to adapt communication style while servicing our diverse customer base.

o Attention to detail and ability to learn and apply financial industry processes, policies and procedures

Full-time, Part-time


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