Rewritten Job Title:
Enrollment Consultant - Flexible Remote Opportunity
Join our dynamic team at RetireOne and make a positive impact on retirement security for Americans.
Rewritten Job Description:Are you a seasoned financial services professional looking for a new challenge? Do you want to work in a flexible, remote environment with a focus on customer satisfaction? We're seeking Enrollment Consultants to join our team at RetireOne, where you'll have the opportunity to make a meaningful difference in the lives of our customers.
As an Enrollment Consultant, you'll work with pre-retirees and recently retired Americans to help them understand and enroll in our unique retirement income solution. You'll be responsible for answering questions, navigating the website, and assisting with online product applications. We're looking for individuals who are passionate about helping customers achieve their retirement goals and possess excellent communication and interpersonal skills.
We offer a competitive salary package, comprehensive virtual training, and a flexible work arrangement that allows you to work from home. Our team is dedicated to providing outstanding service and support to our customers, and we're looking for like-minded individuals to join us.
Key Responsibilities:
- Handle inbound phone calls and emails in a timely manner
- Follow talk-paths and scripts, and use knowledge of RetireOne's products and services to go off-script when necessary
- Log results of customer interactions in Salesforce.com
- Identify customer needs, research issues, resolve complaints, and provide solutions
- Maintain ownership of calls throughout the lifecycle of a caller's request
- Recommend improvements for systems and processes to boost organizational efficiency
- De-escalate situations involving dissatisfied customers, offering assistance and support
- Guide customers through the enrollment process, including completion of online product applications
- Handle a variety of supportive tasks, providing answers, insights, instructions, and assistance
Requirements:
- Active FINRA Series 6/63 or 7/66 license
- Active state Life Insurance license
- Comfortable with remote work arrangement
- Computer literacy
- Strong active-listening and verbal communication skills
- Ability to manage time effectively
- Patient and empathetic attitude
- Resourceful problem-solving skills
- Ability to learn new concepts quickly
Preferred Qualifications:
- Active AARP Membership
- Financial services sales experience (client-facing retail experience a plus)
- Experience with annuity concepts and products
- Experience with complex or multi-line phone systems
- Experience with Customer Relationship Management (CRM) tools such as Salesforce.com
- Experience with Microsoft Office 365 Tools such as Word, Excel, PowerPoint, and Outlook
- Ability to speak multiple languages a plus
Join our team at RetireOne and make a positive impact on retirement security for Americans. Apply now and take the first step towards a rewarding career with our company.
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