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Retirement Specialist
Skills
FinanceFinancial PlanningFinancial ServicesFixed AnnuitiesInsuranceInvestmentsRetirement
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.