Retirement Solutions Expert
4 days ago
About the Role
We are seeking a highly skilled Retirement Solution Center Representative to join our team at Rose International. As a key member of our organization, you will provide exceptional customer service and support to our members, partners, plan sponsors, and investment professionals.
Job Summary
The ideal candidate will have one year of experience in customer service, sales, banking, or financial related occupations. A stable work history is also essential for this role. We offer a competitive estimated salary of $19.00 per hour, with opportunities for growth and development within our company.
Key Responsibilities
- Provide expert guidance on retirement solutions, including understanding high-level product/plan and regulatory requirements.
- Analyze and resolve general account, plan fees, or plan inquiry questions to ensure client satisfaction.
- Effectively communicate marketing strategies to customers and interpret client needs.
Requirements
- Associate's or Bachelor's degree.
- One year of experience in customer service, sales, banking, or financial related occupations.
- Stable work history.
Benefits
We offer a comprehensive benefits package, which includes information that can be found here. If you have any questions or concerns, please contact our HR Department via our secure website.
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