Enrollment Specialist
USA, Georgia, Atlanta, 1050 Crown Pointe Parkway, Suite 1100, United States
R
USD 39K-65K Entry-level Full Time
Tasks
- Develop customized retirement savings plans
- Explain investment strategies and plan investment lineup
- Explain retirement plan details and options
- Manage participant relationships throughout enrollment process
- Meet monthly production and activity targets
- Participate in training and mentoring programs
- Provide professional participant service
- Recommend enrollment solutions aligned with participant best interests
Perks/Benefits
- Employee assistance program
- Hybrid work environment
- Mental health benefits
- Paid Holidays
- Paid time off
- Wellness benefits
Skills/Tech-stack
Customer Relationship Management | Customer relationship | Investment Lineup Explanation | Investment strategies | Portfolio Analysis | Regulatory Compliance | Relationship Management | Retirement Plans
Related jobs
-
4Ps | Assortment | Business mathematics | Business planning | Category Management401k match | Healthcare coverage | Performance incentives | Remote workSenior-level Full TimeArlington, VA, US, 22209 R3d ago
-
Case management | Customer Relationship Management | Customer relationship | Data entry | Database ManagementEntry-level Full TimeColumbus, OH, US R9d ago
-
Pharmacy Enrollment Analyst - San Juan, PR USD 49K-88KDatabase Management | Licensing | Medicaid | Medicare | Provider enrollmentEntry-level Full TimeSan Juan, Puerto Rico, UNITED STATES; … R10d ago
-
Call Center | Call center operations | Consultative Sales | Customer Relationship Management | Customer relationshipCareer growth opportunity | Collaborative team culture | Reimbursement for home office setup | Remote work flexibilityEntry-level Part TimeRemote, United States R11d ago
-
Inside Sales & Enrollment Specialist, West Coast USD 43K-48KBilingual communication | Call Center | Call center operations | Consultative Sales | Customer Relationship ManagementCareer growth opportunities | Collaborative team culture | Home office setup reimbursement | Remote work flexibility | Team-building activitiesEntry-level Full TimeRemote, United States R11d ago
-
US LBM Fulfillment Buyer USD 50K-56KInventory Management | Inventory Management System | Inventory control | Management System | Microsoft ExcelMid-level Full TimeRemote-Texas, United States R12d ago
-
Confidentiality | Customer Relationship Management | Customer relationship | Data Management | Data entryFull benefits package | Hybrid schedule | Incentive Bonus Opportunities | Mileage reimbursementSenior-level Full TimeCorpus Christi, TX, United States R1mo ago