Retirement Consultant - Roll In
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Responsibilities
- Independently and effectively manage a high volume of scheduled meetings, inbound calls, outbound calls, and emails correspondence with customers while making themselves available to receive real-time warm handoffs of newly generated leads from call centers.
- Demonstrate expertise in retirement investment vehicles, especially 401(k), 403(b), 457b, 401(a), and IRA.
- Service rollover relationship from opportunity handoff through close, increasing participant touch, satisfaction, and loyalty
- Answer customer questions and concerns about retirement planning as necessary.