What are the responsibilities and job description for the Remote Retirement Specialist - Customer Service position at Get It Jobs?
Job Title: Retirement Specialist (Fully Remote)
Overview
Join our dynamic team as a Retirement Specialist, where you will play a pivotal role in delivering exceptional customer service in the financial sector. This fully remote position offers an exciting opportunity for career advancement and professional growth within a supportive work environment.
Key Responsibilities
We provide robust opportunities for professional development and upward mobility. Long-term team members will receive support in obtaining financial licenses (such as Series 6 and Series 26) to further enhance their careers.
Company Culture And Values
We pride ourselves on fostering a collaborative and inclusive work culture. Our team values continuous professional development, ensuring every member has the resources needed to thrive and advance.
Compensation And Benefits
Employment Type: Full-Time
Overview
Join our dynamic team as a Retirement Specialist, where you will play a pivotal role in delivering exceptional customer service in the financial sector. This fully remote position offers an exciting opportunity for career advancement and professional growth within a supportive work environment.
Key Responsibilities
- Serve as the primary contact for our members, partners, plan sponsors, and investment professionals, addressing inquiries regarding accounts, plan fees, and general financial topics.
- Develop a comprehensive understanding of various financial products, including current offerings and legacy plans.
- Stay informed about product updates, enhancements, and compliance standards to provide accurate, consultative expertise.
- Educate customers on important aspects of their plans, including tax implications, penalties, and benefits.
- Aim for first-call resolution by effectively analyzing issues and collaborating with internal teams as necessary.
- Document customer interactions to strengthen relationships and enhance the overall customer experience.
- Engage in collaborative efforts with team members through daily huddles and problem-solving sessions.
- Participate in one-on-one career development discussions with leadership to outline your growth trajectory.
- A strong foundation in customer service, with excellent verbal and written communication skills.
- Familiarity with financial products and the sales process is preferred but not mandatory.
- Proficiency in computer usage and office software.
- Ability to swiftly comprehend financial plans and contracts, leveraging technology to improve customer interactions.
- High school diploma or GED is mandatory; a bachelor's degree is preferred.
- A minimum of one year of experience in a call center environment.
- A genuine passion for learning, problem-solving, and empowering customers to succeed.
We provide robust opportunities for professional development and upward mobility. Long-term team members will receive support in obtaining financial licenses (such as Series 6 and Series 26) to further enhance their careers.
Company Culture And Values
We pride ourselves on fostering a collaborative and inclusive work culture. Our team values continuous professional development, ensuring every member has the resources needed to thrive and advance.
Compensation And Benefits
- Enjoy a comprehensive six-week training program conducted entirely online, setting you up for success.
- Flexibility in work arrangements post-training, with options for fully remote, hybrid, or in-office work (1-2 days per month).
- Benefit from educational perks, including the opportunity to earn up to 12 college credits at no cost through our partnership with Rio Salado College.
- This position features a six-month contract-to-hire arrangement, with a salary increase upon conversion to a permanent role.
Employment Type: Full-Time