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Remote Rollover Rep Jobs (NOW HIRING)

Vultr

Salesforce Administrator

$90K - $110K/yr

... Accrual + Rollover Plan * Commitment matters to Vultr! Increased PTO at 3 year and 10 year ... 500 stipend for remote office setup in first year + $400 each following year * Internet ...

RF Connect

Business Development Manager

As the Business Development Manager, you will represent RF Connect in a consultative role, aligning ... USA (telecommute/remote), only US-based candidates considered Education Level : High School Diploma ...

RF Connect

Business Development Manager

As the Business Development Manager, you will represent RF Connect in a consultative role, aligning ... USA (telecommute/remote), only US-based candidates considered Education Level : High School Diploma ...

Vultr

Principal Security Advisor

... Accrual + Rollover Plan * Commitment matters to Vultr! Increased PTO at 3 year and 10 year ... 500 stipend for remote office setup in first year + $400 each following year * Internet ...

Vultr

Strategic Customer Success Manager

$120K - $160K/yr

... Accrual + Rollover Plan * Commitment matters to Vultr! Increased PTO at 3 year and 10 year ... Represent the customer's voice internally, influencing roadmap and service improvements. * QBRs ...

Aprio

Senior Tax Manager - Enterprise Tax

Atlanta, GA · On-site +1

$141K - $180K/yr

Executive presence to represent Aprio credibly on demanding, high expectation engagements $141,000 ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Senior Tax Manager - Enterprise Tax

Boston, MA · On-site +1

$141K - $180K/yr

Executive presence to represent Aprio credibly on demanding, high expectation engagements $141,000 ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

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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

Territory Sales Specialist -San Antonio, TX

Azurity Pharmaceuticals - US

Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

Job description

Azurity Pharmaceuticals is a privately held, specialty pharmaceutical company that focuses on innovative products that meet the needs of underserved patients. As an industry leader in providing unique, accessible, and high-quality medications, Azurity leverages its integrated capabilities and vast partner network to continually expand its broad commercial product portfolio and robust late-stage pipeline. The company's patient-centric products span the cardiovascular, neurology, endocrinology, gastro-intestinal, institutional, and orphan markets, and have benefited millions of patients. For more information, visit www.azurity.com.
Azurity Pharmaceuticals is proud to be an inclusive workplace and an Equal Opportunity Employer. Azurity's success is attributable to our incredibly talented, dedicated team that focuses on benefiting the lives of patients by bringing the best science and commitment to quality into everything that we do. We seek highly motivated individuals with the dedication, integrity, and creative spirit needed to thrive in our organization.
Duties & Responsibilities:
  • Develop and execute a strategic business plan for a geographical area to effectively target, penetrate, and establish a network of relationships with key decision makers and stakeholders
  • Effectively call on physicians, nurses, nurse practitioners, physician assistants, etc., across multiple medical subspecialties
  • Manage hybrid relationships through a mix of in-person and virtual engagement - being able to leverage next gen ways of working to maximize efficiency
  • Effectively call on retail pharmacies, both chain and independent
  • Utilize data sources to maximize strategies and efficiencies to capitalize on opportunities with the greatest ROI
  • Attain or exceed assigned sales and profit goal
  • Manage and track territory specific information through a CRM system

Qualifications:
  • Bachelor's degree
  • At least 3 years of Pharmaceutical or Healthcare Industry sales experience
  • Demonstrated growth in sales while managing your own territory - track record of consistently meeting or exceeding sales goals
  • Business acumen, comprehension of clinical information, and ability to articulate a clinical sales message to Healthcare Providers
  • Excellent organization and time management skills
  • Outstanding oral and written communication skills
  • Strong interpersonal and virtual engagement skills
  • Ability to work with a CRM tool (i.e., Veeva)
  • Independent, with an ability to work within a team
  • Attention to detail and follow-through
  • Proficient in Microsoft Office (Word, Excel, PPT, etc.)

#LI-Remote
#LI-Full-time
Physical & Mental Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Must be able to sit for long periods of time
  • While performing the duties of this job, the employee is frequently required to stand; walk; sit; talk and/or hear
  • May occasionally climb stairs and/or ride elevators
  • The employee must occasionally lift and/or move up to 25 pounds
  • Employee must be able to manipulate keyboard, operate a telephone and hand-held devices
  • Other miscellaneous job duties as required

Benefits We Offer:
  • Unlock Your Earning Potential: Join our team and be rewarded with a competitive compensation package, including an annual bonus based on company performance, that recognizes your exceptional talent.
    • Sales - In lieu of annual bonuses, we offer an Incentive compensation program that allows you to earn more - even over plan.
    • Fuel Your Success: *Sales Only* - We understand the value of your hard work and provide a car reimbursement program and gas card for both business and personal use as part of our commitment to supporting you.
  • Comprehensive Health Coverage: We value your well-being and offer excellent medical, dental, vision, and prescription coverage to ensure you and your family are always taken care of.
  • Flexibility for Your Lifestyle: Achieve work-life balance with our hybrid work model, allowing you to work two days from home and three days in the office. *Excludes Sales, Manufacturing, and some Operations positions*
  • Invest in Your Future: Our Retirement Savings Plan (401K) is designed to help you secure a comfortable retirement by matching dollar for dollar up to 5%.
  • Time Off That Counts: Take advantage of our generous time off policy, which offers up to 15 vacation days annually + rollover (up to 40 hours) as well as five sick/wellness days. For new employees, vacation accrual will be prorated based on your start date.
  • Meaningful Time with Your Loved Ones: We close between Christmas and New Year's to give you an extra week off to spend quality time with your family and recharge.
  • Enjoy the Holidays: Over the course of the year, Azurity recognizes 13 holidays.
  • Invest in Your Education: We support your professional growth with tuition reimbursement for undergraduate and graduate level courses or certifications.
  • Recognize and Be Recognized: Our Azurity High Five peer recognition platform allows you to celebrate your colleagues' accomplishments and receive recognition for your own outstanding work.

The California Consumer Privacy Act regulates privacy rights and consumer protection for residents of California, United States. For details, click here.
The General Data Protection Regulation (GDPR) sets guidelines for the collection and processing of personal information from individuals who live in the European Union (EU).

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