Telecommute Distribution Specialist III

Location: Nationwide

Compensation: To Be Discussed

Staff Reviewed: Thu, Jan 14, 2021

This job expires in: 29 days

Job Category: Sales

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

An actuarial services provider has a current position open for a Telecommute Distribution Specialist III.

Core Responsibilities of this position include:

  • Assisting participants, clients, and/or financial advisors with distribution and loan issues/inquiries
  • Preparing distribution and loan packages from start to finish, including vesting verifications
  • Updating account managers, management, and plan sponsors as necessary on requests and progress

Required Skills:

  • Working knowledge or ability to quickly grasp concepts of reading, reviewing and understanding plan documents
  • Bachelor's degree
  • Skill to use a personal computer and proficiency in MS Excel and MS Word
  • Knowledge of modern business communication, including style and format of letters, memorandum, minutes and reports
  • Knowledge of modern office procedures and methods including telephone communications, office systems and record keeping

COMPLETE JOB DESCRIPTION

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