Job Description

Role

This role involves handling inbound calls and providing financial education on complex retirement-related questions, investment, and payment options for plan participants. It focuses on both qualified and non-qualified retirement plan benefits. Ideal candidates should have a financial background, enjoy educating and supporting others, and possess strong listening, communication, and problem-solving skills. Knowledge of Defined Contribution and/or Defined Benefit plans is essential.

Responsibilities

  • Handling inbound calls and providing financial education.
  • Answering complex questions, investment and payment options available to plan participants.
  • Offering guidance on appropriate tools and services.
  • Providing information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules.
  • Working independently to troubleshoot and research issues, and develop solution...

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