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
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