Retirement Plan Rollover Specialist

Boca Raton , FL

Posted: 10/08/2019 Industry: Employee Benefits & Retirement Services Job Number: ME10.4.2 Pay Rate: 55K to 60K

ESSENTIAL JOB FUNCTIONS:

  • This individual would be responsible for outbound calls to identify rollover opportunities and cross sell other products such as annuities to current participants.  This person will follow-up on leads developed from marketing programs in to cross sell annuity products and rollover 401k assets into RIAs. 
  • This person will assist individuals calling into the service line with Rollover IRA and non-qualified annuity exchanges.  They will also participate in marketing and asset retention programs; assist customers with information about various company products and services. 
  • Follow up with external financial service providers to ensure that rollover/exchange requirements are completed in a timely manner; communicate with applicant regarding the process.
  • Assist management in other duties as assigned, including inbound 800-Line call handling.

#LI- ME1

QUALIFICATIONS:

  • FINRA Series 6 license required.
  • FINRA Series 63 license (or must obtain within 90 days of employment start date).
  • Life, Health and Variable Insurance license (or must obtain within 90 days of employment start date).
  • College degree ideal.
  • Three years outbound and inbound call center experience in the Insurance and/or financial service industry. 
  • Must be able to work onsite office hours, 8-hour shifts between 9:00 a.m. and 8:00 p.m., Monday through Friday.
  • Must be able to work occasional evening’s shift, 11:30am to 8:00pm.

Compensation:

  • Total first year compensation 55K to 60K
  • Base 45K to 50K plus 20% bonus
  • Pension plan and 401k with a match
  • Almost 100% of Medical, Dental and Vision paid for by the company
  • 4 weeks of vacation
  • Excellent longevity

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