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Life for Every
American

Go Getter Agent

Interact with customers who are interested in consolidating all existing and future qualified retirement accounts into one account. The ideal candidate will use a consultative sales approach to assist customers with completing an online application designed to meet client's needs, goals and objectives. Process may include inbound and outbound calling, emailing, co-browsing, faxing and direct mail interactions with customers.

Essential Job Functions:

  • Accurate accounting and financial handling/transferring of all qualified customer retirement funds (including 401k, 403b, IRA's, etc.)
  • Research and resolution of complex problems and service issues in a timely manner.
  • Taking ownership of all issues and follow through to ensure the issues are resolved in a manner that meets our company and regulatory guidelines.
  • Prompt handling of escalated issues requiring special handling through coordination with Legal, Compliance and all operational departments.