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Remote Retirement Client Service Consultant

Company: VirtualVocations
Location: Sunnyvale
Posted on: January 9, 2022

Job Description:

An insurance company has an open position for a Remote Retirement Client Service Consultant.

Core Responsibilities of this position include:
Promoting a professional and positive image of Retirement Plans
Developing and nurturing plan sponsor, agent, TPA relationships
Planning and coordinating all functions necessary to properly service retirement plan clients
Qualifications for this position include:

Associate degree
1-2 years relevant experience in the financial services industry and/or customer service field
Strong written and oral communication skills
Ability to manage a number of different priorities at one time while working within required deadlines
Strong customer focus with excellent interpersonal skills
Proficiency with Microsoft Office products

Keywords: VirtualVocations, Sunnyvale , Remote Retirement Client Service Consultant, Other , Sunnyvale, California

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