Retirement Consultant Roll-in
Core
Drive the consolidation of retirement assets into proprietary employer-sponsored retirement plans by serving as a single point of contact, educator, and consultant for individual customers throughout the rollover, exchange, and transfer process.
Role type
Retirement Consultant (Roll-in)
Builds
Employer-sponsored retirement plans
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Retirement investment vehicles knowledge, Rollover/Exchange/Transfer process management, High-volume call center operations, Customer education, Transaction coordination, Lead handoff management
Preferred skills
Telephone-based customer service, Sales experience, Financial services experience
Technologies
401(k), 403(b), 457(b), 401(a), IRAs
