Retirement Solutions Representative

Location: Remote
Compensation: Hourly
Staff Reviewed: Thu, Mar 28, 2024
This job expires in: 6 days

Job Summary

A company is looking for a Retirement Solutions Center Representative in Remote, USA.

Key Responsibilities:
  • Respond to incoming calls from investment professionals, plan sponsors, and members
  • Interpret and apply changes to products and plans based on daily communications
  • Educate customers on various aspects of plans/contracts and provide solutions to problems

Required Qualifications:
  • High school diploma or equivalent required
  • Undergraduate degree in finance, business administration, insurance, economics, or communications preferred
  • One year of customer service experience in sales, banking, or financial-related roles
  • Must have a college degree or be able to obtain one by Spring 2024
  • Client will assist in obtaining necessary licenses/certifications/designations

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