Retirement Consultant - Roll In

Overview

This role serves as a single point of contact, educator, and consultant for individual customers throughout the retirement savings consolidation process. The Retirement Consultant – Roll In manages and consults a book of business of 150–350 customers, working autonomously to maintain that book and deliver positive customer outcomes and experiences.

Responsibilities

• Place outbound calls and handle inbound calls to consolidate participants’ retirement savings into their employer-sponsored plan.
• Schedule meetings with individual customers and hold conference calls with contra firms and customers as needed.
• Provide education and support throughout the consolidation process.
• Independently manage a high volume of scheduled meetings, inbound calls, outbound calls, and email correspondence.
• Be 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.
• Manage the rollover relationship from opportunity handoff through close, increasing participant touch, satisfaction, and loyalty.
• Answer customer questions and concerns about retirement planning as necessary.
• Exercise discretion and independent judgment when assisting customers with any Rollover, Exchange, or Transfer to help ensure the process is completed properly by both the contra firm and the employer.

Requirements

• High School diploma or GED.
• 2 years of experience.
• FINRA 6 & 63 registrations required within corporate-established timelines.
• FINRA Fingerprinting.
• Ability to work within a flexible call center schedule and environment.
• For this position, candidates must be authorized to work in the United States without requiring visa sponsorship.
• Applicants must be authorized to work for any employer in the U.S. The employer is unable to sponsor or take over sponsorship of an employment visa currently, including CPT/OPT.

Preferred Qualifications

• Prior telephone experience.
• Customer-focused, outward approach.
• Strong desire to meet the needs of internal and external customers.

Compensation & Benefits

• Base salary range: $52,000.00 - $64,000.00
• Non-sales positions may participate in a bonus program.
• Sales positions may be eligible for sales incentives, and in some instances a bonus plan, where total compensation may exceed base salary depending on individual performance.
• Tuition reimbursement up to $5,250/year.
• Medical, dental, vision and life insurance.
• Retirement savings: 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• Paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year.
• Paid volunteer time: 16 hours per calendar year.
• Leave of absence programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business-casual environment, including the option to wear jeans.
• Business Resource Groups (BRGs) open to all.

Location

• Remote and hybrid positions: reliable high-speed internet with a wired connection and a place in the home to work with limited disruption. Reliable connectivity from an internet service provider that is fiber, cable or DSL internet is required. Other necessary computer equipment will be provided. The role may require working in the office if the home work environment and required internet connection are not adequate.

Additional Information

• Equal opportunity employer; drug-free workplace.
• Job posting end date: 10-24-2026 (12:01 am).