Retirement Consolidation Specialist
Virtual Vocations Inc, New York, NY, United States
A company is looking for a Retirement Consolidation Specialist - Education Representative.
Key Responsibilities
Contact new participants to provide education on asset consolidation Follow up with participants to explain plan options and enrollment forms Collaborate with relationship managers and handle rollover of small balance accounts
Required Qualifications
Bachelor's degree in a business field or equivalent experience One year of experience in the financial services industry Proficiency using MS Office
Contact new participants to provide education on asset consolidation Follow up with participants to explain plan options and enrollment forms Collaborate with relationship managers and handle rollover of small balance accounts
Required Qualifications
Bachelor's degree in a business field or equivalent experience One year of experience in the financial services industry Proficiency using MS Office