This fully remote role involves working with warm leads to build relationships and assist clients with their financial challenges, offering education, guidance and transparency around retirement product solutions. You will explain product options for routine inquiries and make product recommendations.
As part of a professional team, you will provide services to clients and members regarding defined benefit pension plan administration. Your responsibilities involve utilizing analytical skills daily in a stimulating career. You will help with annual planning, participate in production & verification, & support special projects.
Provide clients support on 401(k) issues over the phone, such as census submission questions and submitting Form 5500. Receive paid training and support for obtaining industry credentials. Maintain client and advisor relationships, manage workload, and consult with clients regarding plan operation and design. Work with other departments and advisors to ensure a great client experience.