Retirement Consolidation Specialist

Job Summary

A company is looking for a Retirement Consolidation Specialist - Education Rep.

Key Responsibilities

• Provide education on asset consolidation to retirement plan participants and partners
• Assist participants with enrollment processes and handle rollover transactions
• Collaborate with relationship managers and channel partners to address participant needs

Required Qualifications

• Bachelor's degree in a business field or equivalent experience
• One year of experience in the financial services industry
• Proficiency using MS Office
• Experience with customer relationship management (CRM) systems is preferred