Retirement Consultant – Roll In

This is a fully remote position, open to applicants in United States.

📋 Description

• Facilitate the consolidation of assets into exclusive employer-sponsored retirement plans.

• Serve as the primary point of contact, educator, and consultant for individual clients during the consolidation journey.

• Oversee and manage a portfolio of 150–350 customers.

• Conduct outbound calls and respond to inbound inquiries from participants.

• Arrange meetings with individual customers.

• Organize conference calls with counterpart firms and clients.

• Offer education and assistance throughout the consolidation process.

• Handle a substantial volume of scheduled meetings, inbound and outbound calls, and customer email interactions.

• Receive immediate warm handoffs of newly generated leads from call centers.

• Manage rollover relationships from opportunity handoff to successful closure.

• Enhance participant engagement, satisfaction, and loyalty.

• Address customer inquiries and concerns regarding retirement planning.

⛳️ Requirements

• High School diploma or GED is required.

• A minimum of 2 years of experience is necessary.

• FINRA 6 & 63 registrations must be obtained within company-established timelines.

• Completion of FINRA Fingerprinting is required.

• Capability to work in a flexible call center schedule and environment.

• Candidates must have authorization to work in the United States without the need for visa sponsorship.

• A reliable high-speed internet connection with a wired setup and a suitable home workspace is essential.

• Previous telephone experience is preferred.

• Knowledge of retirement investment vehicles, particularly 401(k), 403(b), 457b, 401(a), and IRA is vital.

• Ability to exercise discretion and independent judgment when assisting customers with Rollover, Exchange, or Transfer processes.

🏝️ Benefits

• Comprehensive medical, dental, vision, and life insurance.

• Retirement savings options – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential discretionary contributions, and a wide range of investment choices.

• Tuition reimbursement up to $5,250 per year.

• Business-casual work environment with the option to wear jeans.

• Generous paid time off upon hire, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Leave of absence options – including paid parental leave, short- and long-term disability, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) that promote inclusion and collaboration.

• Bonus program or sales incentives, as applicable.