Job Description
Our PlanRight Support team assists members who have Group Retirement plans with transactions and questions on their investments, such as, fund direction and fund changes, investment management fees, rates of return and the impact of fund rationalizations. The teams operating hours are between 9:00 am to 5:00 pm, Monday to Friday, 37.5 hours per week.
**Position Responsibilities:**
+ Handle inbound, outbound and email databases to provide education to members seeking some form of guidance or desire for advice
+ Gather and accurately record all customer information required to meet compliance and privacy needs within CRM tool
+ Providing customer experience accurately and professionally
+ Ability to position full value of advice in order to make successful referrals to the Wealth & Retirement advisors
+ Ability to triage existing lead to effectively handle immediate needs or position a warm introduction to Wealth & Ret advisor, as needed
+ Ability to proc...
**Position Responsibilities:**
+ Handle inbound, outbound and email databases to provide education to members seeking some form of guidance or desire for advice
+ Gather and accurately record all customer information required to meet compliance and privacy needs within CRM tool
+ Providing customer experience accurately and professionally
+ Ability to position full value of advice in order to make successful referrals to the Wealth & Retirement advisors
+ Ability to triage existing lead to effectively handle immediate needs or position a warm introduction to Wealth & Ret advisor, as needed
+ Ability to proc...
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