Remote Retirement Services Specialist

Socket.dev; United States; Remote; USD 42,000 - 53,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) matching

Paid time off

Tuition reimbursement

Volunteer time off

Job summary

Voya Financial is seeking an customer-focused representative to handle inbound retirement product inquiries, educate clients on plans, and guide them toward achieving retirement goals. The role includes training and potential for career growth within a supportive team, with options for 100% remote work or hybrid office arrangements.

You will join a Fortune 500 Retirement Services company recognized for Great Place to Work and ethical leadership, working Monday–Friday with a closing shift until

Qualifications

• High School Diploma or GED required.
• Bachelor’s degree preferred (customer service in financial services is a plus).
• Experience in the Financial Service industry is a bonus but not required.

Responsibilities

• Handle inbound calls and educate customers on retirement plans (401(k), 403(b), 457, 401(a)).
• Respond to customer inquiries and provide retirement financial advice and guidance.
• Strive for first-call resolution and maintain high service standards.

Skills

Customer service

Communication

Learning agility

Education

High School Diploma or GED

Bachelor’s degree

Job description

Voya Financial is seeking an customer-focused representative to handle inbound retirement product inquiries, educate clients on plans, and guide them toward achieving retirement goals. The role includes training and potential for career growth within a supportive team, with options for 100% remote work or hybrid office arrangements.

You will join a Fortune 500 Retirement Services company recognized for Great Place to Work and ethical leadership, working Monday–Friday with a closing shift until