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Remote Rollover Rep Jobs (NOW HIRING)

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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:

Regional Infusion Sales Specialist - Washington, D.C.

Vivo Infusion

Leesburg, VA โ€ข Remote

$70K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post hasย expired today.ย Applications are no longer accepted.


Job description


VIVO Infusion - Regional Infusion Sales Specialist

Washington, D.C. / Northern Virginia


Vivo Infusion is searching for an experienced and dynamic sales professional with a background in Healthcare and/or Pharma to join our team in the Washington, D.C. & Northern Virginia area! This is an incredible opportunity to make an impact in your community by helping us bring Vivo Infusion's exceptional level of patient care to the surrounding area.

The Regional Infusion Sales Specialist in this position will travel within their region promoting provider relationships to support their clinics. The sales team enjoys uncapped commission, company-provided leads, the flexibility of creating their schedule and owning their success with the support of an incredible team and company behind them.

The Regional Infusion Sales Specialist will work remotely 10% of the time and can expect to travel consistently within 30-60 miles of the supported location(s) up to 90% of the time

Only applicants residing within the posted region will be considered at this time.


Compensation:

  • $70,000 - $80,000 / yr. base
  • Uncapped variable commission
  • Private Equity for the Greater Good - Company-wide Employee Ownership Program

Benefits:

  • Medical, Dental, Vision
    • HSA w/ Employer Contribution
    • Touchcare - Insurance Concierge Service
  • 401K with Match up to 4%
  • PTO: Accrual 3+ weeks
    • PTO Buy-back, PTO Rollover, and PTO Donation Program.
  • Wellness Reimbursement Program - $360 Annually
  • Employee Referral Bonus - Uncapped Bonus Potential
  • Tuition Assistance Program & Professional Association Reimbursement
  • Employee Assistance Program (Employer-provided)
  • Short & long-term disability (Employer-provided)
  • Life Insurance (Employer-provided)

Employment Type, Schedule, FLSA Status:

  • Full-Time
    • Flexible: self-driven day-to-day schedule.
    • Remote office w/ travel within 30-60 miles of supported clinics.
  • Exempt

Reports to: Regional Infusion Services Director



Primary duties and responsibilities:

  • Meet with a variety of healthcare professionals to excite and educate them about Vivo's comprehensive services and benefits offered to patients.
  • Prospect for new business opportunities while nurturing existing relationships.
  • Stay curious and informed of market changes.
  • Collaborate with local clinical, sales, and patient care navigator teams regarding intel on any market changes observed.
  • Partner with the local pharmaceutical sales representatives to develop strategies.
  • Apply consultative selling to successfully address any concerns of providers or their patients.
  • Provide an educated assessment of each Providerโ€™s infusion needs and promote Vivoโ€™s full line of patient-centered services and proven processes.
    • This includes speaking to things such as our clinics' thoughtful intake process, benefits verification, clinical excellence, patient services, provider support, and cost-effective care.

Additional duties and responsibilities:

  • Work with provided Pharma Rep contact sheets to drive relationships within the territory.
  • Utilize company CRM (Trella Health) to log daily calls and maintain notes on the region.
  • Approach sales opportunities with a dedication to improving patient outcomes and care.
  • Work with Patient Care Navigator, Clinical, Sales, and Marketing team members within Vivo with mutual respect and professionalism.
  • Maintain Vivo's outstanding reputation by representing the company exemplifying our outlined guiding principles, mission, and values. Learn more about what it means to be Team Vivo, here.

Qualifications:

  • High School Diploma, or equivalent, required.
  • 2 years of sales experience generating revenue through business-to-business referrals, required.
  • 2 years of pharma, commercial insurance, or healthcare sales experience, required.
  • Valid state driverโ€™s license, automobile insurance, and safe reliable transportation to be used to travel within the outlined territory, required. Vehicle stipend, parking, tolls, etc provided.
  • Must be highly motivated with a proven track record of managing sales territory while meeting and exceeding sales goals.
  • Excellent communication and interpersonal skills with the ability to build rapport with healthcare professionals, pharmaceutical partners, and vendors, required.
  • Must have exceptional customer service skills, learning agility, and problem-solving skills.
  • Computer literacy with the ability to work with Microsoft Office Suite, including Microsoft Word, Excel, and Outlook as well as the ability to learn or experience working with Customer Relationship Management (CRM) software. Experience working with Trella Healthcare is a plus.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and ability needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.


Who We Are:

The Vivo Infusion team is focused on providing patients with the highest quality of care in a comfortable, safe, and convenient setting! Vivo is a national company with locations in 15 states, providing opportunities for growth and advancement as well as competitive benefits that support what matters most to you.

Our highly trained medical professionals are dedicated to delivering a safe, comfortable, and affordable solution for our patients. We offer an array of advanced therapeutics and provide personalized care for every patient.

We are passionate about providing high-quality patient care, relationships with our referring Providers, and nurturing our company culture!

Vivo Infusion has received The Gold Seal of Approvalยฎ from The Joint Commission.

The Joint Commission Gold Seal of Approval is a nationally recognized distinction voluntarily earned by a select set of healthcare providers.

An organization that achieves The Gold Seal of Approvalยฎ shows its commitment to holding itself accountable to a high bar for quality and safety for those they serve.

Learn more about Vivo, by visiting our website: https://www.vivoinfusion.com/


Work environment and physical demands:

This role is 90% travel / 10% working from a remote office.

While performing the duties of this job the employee may occasionally lift and/or move 25 pounds. Specific vision abilities required by this job include close vision, color differentiation, distance vision, peripheral vision, depth perception and ability to adjust focus. While performing the duties of this job, the employee is required to sit, stand; walk and talk, hear and smell. The employee is frequently required to use hands to finger, handle, or feel and reach with hands and arms. The noise level in the work environment is low to moderate.


RECRUITMENT PRIVACY STATEMENT | Notice to All Applicants:

Vivo Infusion posts all open positions on the Careers page of the company website: https://vivoinfusion.com/careers/

Applicants will never be asked to provide personal identification information (e.g., SSN, Driverโ€™s License, Passport) or financial information (e.g., Banking Information) during the application and Interviewing process.

We may request:

  • Contact details such as name, address, email address, and phone number.
  • Employment history including previous employers and job titles/positions.
  • Background information including academic/professional qualifications, job qualifications, education, certifications or licenses, details included in your CV/resume, transcripts, and employment references.
  • Nominated references including their name, contact details, employer, and job role.
  • Proof of your eligibility to work in the US.
  • Desired salary.

If you have any questions or concerns about this Recruitment Privacy Statement or how we handle your personal data, please contact us at 855.478.1528 or emailing Info@VivoInfusion.com.