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Remote Rollover Rep Jobs (NOW HIRING)

Mutual of America

Rollover Specialist

Manhattan, NY · On-site +1

$50K - $70K/yr

Providence, RI or New York (Remote) Who We Are: At Mutual of America Financial Group, we help ... The Rollover Specialist will represent Mutual of America Financial Group in a sales and customer ...

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Remote Rollover Rep information

What is the difference between Remote Rollover Rep vs Customer Service Representative?

AspectRemote Rollover RepCustomer Service Representative
CredentialsHigh school diploma, insurance licenses (if applicable)High school diploma or equivalent
Work EnvironmentRemote, primarily phone and online communicationRemote or in-office, customer-facing interactions
Industry UsageFinancial services, insurance, retirement plansRetail, telecom, banking, various sectors
Job FocusAssisting clients with account rollovers and financial transfersHandling customer inquiries, resolving issues, providing information

The Remote Rollover Rep primarily focuses on guiding clients through account rollovers in financial or insurance sectors, requiring specific licenses. In contrast, a Customer Service Representative handles a broader range of customer inquiries across various industries. While both roles involve remote communication, the Remote Rollover Rep specializes in financial account transfers, making it more niche compared to the general customer support role.

What are some common challenges Remote Rollover Reps face when assisting clients with retirement account transfers?

Remote Rollover Reps often encounter challenges such as navigating complex client questions about tax implications, maintaining clear communication in a virtual setting, and ensuring compliance with both company policies and federal regulations. Additionally, they must be adept at managing multiple accounts and following up with clients to ensure seamless fund transfers. Success in this role requires strong attention to detail, excellent customer service skills, and the ability to troubleshoot issues that may arise during the rollover process.

What are the key skills and qualifications needed to thrive as a Remote Rollover Rep, and why are they important?

To thrive as a Remote Rollover Rep, you typically need strong customer service skills, knowledge of retirement accounts (such as 401(k)s and IRAs), and a high school diploma or higher. Familiarity with CRM software, call center platforms, and financial systems like IRA rollover processing tools is important. Excellent communication, attention to detail, and problem-solving abilities help you build trust and efficiently guide clients through complex transactions. These skills are crucial to ensure compliant, accurate rollovers and to provide a positive customer experience in a remote environment.

What is a Remote Rollover Rep?

A Remote Rollover Rep is a financial services professional who assists clients with transferring their retirement accounts, such as 401(k)s or IRAs, from one institution to another, working entirely remotely. Their primary responsibilities include guiding clients through the rollover process, answering questions about tax implications and account options, and ensuring all required paperwork and compliance procedures are completed accurately. Remote Rollover Reps often work for banks, investment firms, or retirement plan providers and use phone, email, and online platforms to communicate with clients. They play a key role in helping individuals consolidate retirement savings and make informed financial decisions.
What cities are hiring for Remote Rollover Rep jobs? Cities with the most Remote Rollover Rep job openings:
What are the most commonly searched types of Rollover Rep jobs? The most popular types of Rollover Rep jobs are:
What states have the most Remote Rollover Rep jobs? States with the most job openings for Remote Rollover Rep jobs include:
Remote Rollover Rep jobs near you

Rollover Specialist

Mutual of America

Manhattan, NY • On-site, Remote

$50K - $70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

Mutual of America Financial Group
Job Title: Rollover Specialist
Location: Providence, RI or New York (Remote)
Who We Are:
At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.
We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.
Role Summary:
The Rollover Specialist will represent Mutual of America Financial Group in a sales and customer service capacity supporting all participants. The Rollover Specialist will report into the Vice President of Rollover Services and Asset Retention.
Responsibilities:
  • Retain assets of terminated participants by contacting and informing them of features and benefits of Mutual of America Rollover IRA
  • Provide inbound support for IRA and group plan (ex 403b/401k) Rollover and annuity exchange requests
  • Contact target customers to cross-sell financial products
  • Follow up with external financial service provider to ensure that rollover / exchange requirements are completed in a timely manner
  • Participates in marketing and asset retention programs

Required Qualifications:
  • At least two years of sales experience
  • Industry experience
  • General business acumen with strong motivation and communication skills
  • Ability to multitask, processing paperwork while on the phone
  • Active FINRA Series 6 and 63 or must obtain within the first 180 days of employment
  • Active State Life and Health Insurance License (in all states covered) required or obtained within 180 days of employment
  • Able to work a flexible schedule, including some evenings.

Preferred Qualifications:
  • Bachelor's degree preferred
  • Knowledge of products underwritten by the company (401k / 403b retirement plans and Traditional / Roth IRA's)

What we offer you:
  • Competitive base salary
  • Annual bonus
  • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
  • 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
  • Parental Leave: 8 weeks fully paid
  • Paid time off: 20 days plus two floating personal holidays

The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus, whereby total compensation may exceed this range depending on individual and / or company performance.
Base Salary Range: $50,000 - $70,000
Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica
Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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