Retirement Specialist
TEKsystems•Dallas, TX
•$21 - $24•Remote
About The Position
This role involves taking 25-50 calls per day related to retirement questions and providing assistance to financial partners, agents, and customers. Inquiries will cover new business applications, in-force policy questions and transactions, product information, rates, and service issues. The position requires basic computer skills and the ability to efficiently switch between multiple computer programs, utilizing Salesforce and other internal systems daily.
Requirements
- Must have 401/Retirement Experience.
- Basic computer skills.
- Ability to pivot between multiple computer programs.
- Experience using Salesforce and other homegrown systems.
Responsibilities
- Take 25-50 calls per day pertaining to Retirement questions and assistance.
- Handle inquiries from financial partners, agents, and customers.
- Address questions on new business applications, in-force policy transactions, product information, rates, and service issues.
- Utilize Salesforce and other homegrown systems on a daily basis.
- Pivot between multiple computer programs efficiently.
Benefits
- Medical
- Dental
- Vision
- Critical Illness
- Accident
- Hospital
- 401(k) Retirement Plan
- Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
