Representative Retirement

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Responsible for answering incoming telephone inquiries regarding retirement plans from participants, employers and third-party plan specialists.

Essential Functions

• Answer incoming telephone inquiries including, but not limited to, requests for general account information, concerns related to contributions and withdrawals, how to make changes to an account, product information and tax questions. Complexity and scope of questions based on level.
• Assist participants through the navigation of the automated voice response system as well as the Web Site.
• Submits requests for research and follow-up if needed after the initial call.
• May be required to make outbound calls if necessary. Expectation determined by level.
• Review, comprehend and implement all new communication regarding plan updates and changes.
• Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions.
• In addition to answering caller inquiries, representatives will provide callers with education regarding retirement readiness.
• Consistent adherence to work schedule and punctuality required.
• Overtime may be required.
  
  

Qualifications

• Associate degree in business or related field preferred.
• With no degree, an additional one to two years directly related experience is required
• Must be available to work during the hours of 8pm – 10 am
• Fluent in English
• 1 year of customer service experience, preferably in a financial service-related field.
• FINRA fingerprinting required
  
  

Normal Office Working Conditions: this job operates in a professional office environment and routinely uses standard office equipment.

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.