Vacancy Description
Retirement Representative
The Retirement Representative answers incoming telephone inquiries regarding employer-sponsored retirement plans from participants, employers, and third-party plan specialists.
What you will do
- Answer incoming telephone inquiries including requests for general account information, concerns related to contributions and withdrawals, making changes to an account, product information and tax questions
- Assist participants through the navigation of the automated voice response system as well as the website
- Submit requests for research and follow-up if needed after the initial call
- Review, comprehend and implement communication regarding plan updates and changes
- Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions
- Provide callers with education regarding retirement readiness
- Consistent adherence to work schedule and punctua...
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