Retirement Consolidation Specialist

Location: Remote

Compensation: Salary

Reviewed: Wed, Apr 01, 2026

This job expires in: 2 days

Job Category: Sales

Weekly Hours: Full Time

Employment Status: Permanent

Employer Type: Employer

Education Level: Bachelors

Job Summary

A company is looking for a Retirement Consolidation Specialist - Education Representative.

Key Responsibilities

Contact new participants to provide education on asset consolidation
Follow up with participants to explain plan options and enrollment forms
Collaborate with relationship managers and handle rollover of small balance accounts

Required Qualifications

Bachelor's degree in a business field or equivalent experience
One year of experience in the financial services industry
Proficiency using MS Office

COMPLETE JOB DESCRIPTION

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