Retirement Income Services Specialist

Nisbenefits; Eden Prairie (MN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Flexible working hours

Opportunities for professional development

Health benefits

Job summary

A financial services company is seeking a Retirement Income Account Representative to provide exceptional service to clients regarding various retirement income products. The role involves conducting education meetings, ensuring compliance with IRS regulations, and developing growth opportunities. Ideal candidates will have substantial customer service experience, strong analytical skills, and the ability to obtain necessary insurance licenses. Travel is required, as well as an ability to work independently and collaboratively.

Qualifications

• Minimum of two years of customer service experience, preferably in employee benefits.
• Ability to effectively communicate policy language to customers.
• Willingness to obtain relevant insurance licenses within 90-180 days.

Responsibilities

• Serve as main contact for clients on retirement income products.
• Conduct employee education meetings about retirement plans.
• Facilitate smooth transitions for newly sold accounts.

Skills

Customer service experience

Analytical skills

Interpersonal skills

Proficient in Word, Excel, Outlook, and Adobe Acrobat

Knowledge of medical spending accounts

Education

High School Diploma or equivalent

Job description

A financial services company is seeking a Retirement Income Account Representative to provide exceptional service to clients regarding various retirement income products. The role involves conducting education meetings, ensuring compliance with IRS regulations, and developing growth opportunities. Ideal candidates will have substantial customer service experience, strong analytical skills, and the ability to obtain necessary insurance licenses. Travel is required, as well as an ability to work independently and collaboratively.