RRemoteville
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Retirement Specialist

Skills
FinanceFinancial PlanningFinancial ServicesFixed AnnuitiesInsuranceInvestmentsRetirement
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Relevant retirement call center experience
  • Minimum internet connectivity of 25MBPS+
  • Quiet workspace free of distractions
  • Ability to work assigned shifts
  • Strong understanding of 401(k) 403(b) and 457 plans
  • Knowledge of retirement regulations and plan provisions
  • Experience handling phone and chat inquiries
  • Ability to maintain compliance with IRS and ERISA guidelines

Nice to have

  • Customer-focused
  • Detail-oriented
  • Calm under pressure
  • Strong communication
  • Problem-solving

Day to day

  • Handle high-volume customer calls and chats about retirement benefits with accuracy and professionalism.
  • Explain retirement plans, contribution rules, investment options, distributions, rollovers, and account updates in a clear and reassuring manner.
  • Resolve participant issues efficiently, support plan sponsors with record-keeping tasks, and ensure compliance with IRS and ERISA requirements.