FAQs
What is the role of a Retirement Consultant - Roll In?
The Retirement Consultant - Roll In acts as a single point of contact for individual customers, helping them consolidate their retirement assets into proprietary employer-sponsored retirement plans. They manage a book of business and guide customers through the entire rollover process.
What qualifications are required for this position?
Candidates need a High School diploma or GED, at least 2 years of experience, and must obtain FINRA 6 & 63 registrations within corporate-established timelines.
Is prior telephone experience preferred?
Yes, prior telephone experience is preferred for this role.
What specific retirement investment vehicles should a consultant be familiar with?
Consultants should demonstrate expertise in 401(k), 403(b), 457b, 401(a), and IRA retirement investment vehicles.
How many customers will a consultant manage?
Consultants will manage a book of business ranging from 150 to 350 customers.
What kind of work environment can I expect?
The work environment is flexible, fast-paced, and performance-oriented, suitable for those who thrive in a call center setting.
Are there performance targets associated with this role?
Yes, consultants are required to achieve daily, weekly, and monthly asset targets, with an expectation to consolidate approximately 1,550 accounts annually.
What is the company’s commitment to diversity?
The company is an equal opportunity employer and encourages individuals from all backgrounds to apply, ensuring that all qualified applicants receive consideration without discrimination.
Is this job description exhaustive?
No, the job description is not comprehensive and may be revised by the employer at any time. Employees may be required to perform other duties not included in the description.
Are there any training requirements for this position?
Yes, consultants must complete the necessary training and obtain FINRA registrations within specified timelines.