About Us:
We are a dynamic and client-centric retirement planning firm, dedicated to providing exceptional financial services and guidance to our valued clients. Our team is passionate about helping individuals navigate the complexities of retirement planning, ensuring a secure and prosperous future.
Job Description:
We are seeking an energetic and positive professional who thrives in a fast-paced environment. The ideal candidate should have experience in a retirement planning firm or insurance agency. This role involves direct client interaction, managing and processing client requests for withdrawals from retirement accounts, meticulous file creation and management, and proactive client communication.
Key Responsibilities:
- Handle client requests for withdrawals from their retirement accounts.
- Create and maintain comprehensive client files.
- Draft and dispatch letters and correspondences to clients.
- Schedule and manage client appointments for annual and quarterly reviews.
- Answer phone calls and provide exceptional client service.
- Coordinate and schedule meetings for potential clients, both virtually and in-office.
- Operate and navigate various software including Office Suite, Calendly, and CRM systems.
Qualifications:
- Proven experience in a retirement planning firm or insurance agency.
- Excellent organizational and communication skills.
- Proficiency in Microsoft Office, Calendly, and CRM platforms.
- Insurance license is advantageous, but not mandatory.
Benefits:
- Flexible working schedule.
- Paid vacation and sick days.
- Comprehensive health insurance.
- Attractive retirement plan.
Work Environment:
The candidate must be self-sufficient and comfortable working independently, as some days will be spent alone in the office.
If you are a hard-working individual who enjoys a challenge and is committed to providing top-tier client service, we would love to hear from you. Join our team and play a vital role in helping our clients achieve their retirement goals.
How to Apply:
Please send your resume and a cover letter outlining your relevant experience and why you would be a great fit for this position
Deadline for Application: April 15, 2024
The Rollover Company is an Equal Opportunity Employer.