Patient Representative
Wilmington, NC · On-site
... tools, rollover support and financial wellbeing counseling * Education support through tuition ... Representative opening. We review all applications. Qualified candidates will be contacted for ...
Wilmington, NC · On-site
... tools, rollover support and financial wellbeing counseling * Education support through tuition ... Representative opening. We review all applications. Qualified candidates will be contacted for ...
Wilmington, NC · On-site
... tools, rollover support and financial wellbeing counseling * Education support through tuition ... Representative opening. We review all applications. Qualified candidates will be contacted for ...
Denton, TX · On-site
Patient Representative Do you want to join an organization that invests in you as a Patient ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Denton, TX · On-site
Patient Representative Do you want to join an organization that invests in you as a Patient ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Denton, TX · On-site
Patient Representative Do you have the career opportunities as a Patient Representative you want ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Denton, TX · On-site
Patient Representative Do you have the career opportunities as a Patient Representative you want ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Parker, TX · On-site
Patient Representative Do you have the career opportunities as a Patient Representative you want ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Parker, TX · On-site
Patient Representative Do you have the career opportunities as a Patient Representative you want ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Frisco, TX · On-site
Patient Representative This position is incentive eligible. Do you have the career opportunities as ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Frisco, TX · On-site
Patient Representative This position is incentive eligible. Do you have the career opportunities as ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Frisco, TX · On-site
Patient Representative This position is incentive eligible. Do you have the career opportunities as ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
New
Frisco, TX · On-site
Patient Representative This position is incentive eligible. Do you have the career opportunities as ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
New
Gainesville, FL · On-site
Patient Representative Experience the HCA Healthcare difference where colleagues are trusted ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Gainesville, FL · On-site
Patient Representative Experience the HCA Healthcare difference where colleagues are trusted ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Parker, TX · On-site
Patient Representative Do you have the career opportunities as a Patient Representative you want ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Parker, TX · On-site
Patient Representative Do you have the career opportunities as a Patient Representative you want ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Wilmington, NC · On-site
... tools, rollover support and financial wellbeing counseling * Education support through tuition ... Representative opening. We review all applications. Qualified candidates will be contacted for ...
Wilmington, NC · On-site
... tools, rollover support and financial wellbeing counseling * Education support through tuition ... Representative opening. We review all applications. Qualified candidates will be contacted for ...
Nashville, TN · On-site
Patient Representative Do you have the career opportunities as a(an) Patient Representative you ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Nashville, TN · On-site
Patient Representative Do you have the career opportunities as a(an) Patient Representative you ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Nashville, TN · On-site
Patient Representative Do you have the career opportunities as a(an) Patient Representative you ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
New
Nashville, TN · On-site
Patient Representative Do you have the career opportunities as a(an) Patient Representative you ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
New
Dallas, TX · On-site
Patient Representative Do you have the career opportunities as a Patient Representative you want ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
New
Dallas, TX · On-site
Patient Representative Do you have the career opportunities as a Patient Representative you want ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
New
Nashville, TN · On-site
Patient Representative Do you have the career opportunities as a(an) Patient Representative you ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
New
Nashville, TN · On-site
Patient Representative Do you have the career opportunities as a(an) Patient Representative you ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
New
Denton, TX · On-site
... tools, rollover support and financial wellbeing counseling * Education support through tuition ... Rep opening. We promptly review all applications. Highly qualified candidates will be directly ...
Denton, TX · On-site
... tools, rollover support and financial wellbeing counseling * Education support through tuition ... Rep opening. We promptly review all applications. Highly qualified candidates will be directly ...
Dallas, TX · On-site
Patient Representative Do you have the career opportunities as a Patient Representative you want ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
New
Dallas, TX · On-site
Patient Representative Do you have the career opportunities as a Patient Representative you want ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
New
Chantilly, VA · On-site
Patient Representative Are you passionate about the patient experience? At HCA Healthcare, we are ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
New
Chantilly, VA · On-site
Patient Representative Are you passionate about the patient experience? At HCA Healthcare, we are ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
New
Nashville, TN · On-site
Patient Representative Do you have the career opportunities as a(an) Patient Representative you ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Nashville, TN · On-site
Patient Representative Do you have the career opportunities as a(an) Patient Representative you ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Franklin, TN · On-site
Patient Representative This position is incentive eligible. Last year our HCA Healthcare colleagues ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Franklin, TN · On-site
Patient Representative This position is incentive eligible. Last year our HCA Healthcare colleagues ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
Chantilly, VA · On-site
Patient Representative Are you passionate about the patient experience? At HCA Healthcare, we are ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
New
Chantilly, VA · On-site
Patient Representative Are you passionate about the patient experience? At HCA Healthcare, we are ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
New
Franklin, TN · On-site
Patient Representative This position is incentive eligible. Last year our HCA Healthcare colleagues ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
New
Franklin, TN · On-site
Patient Representative This position is incentive eligible. Last year our HCA Healthcare colleagues ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...
New
$20K - $25.5K
5% of jobs
$25.5K - $31K
18% of jobs
$31.5K is the 25th percentile. Wages below this are outliers.
$31K - $36.5K
19% of jobs
The median wage is $38.3K / yr.
$36.5K - $42K
24% of jobs
$46.1K is the 75th percentile. Wages above this are outliers.
$42K - $47.5K
12% of jobs
$47.5K - $53K
8% of jobs
$53K - $58.5K
5% of jobs
$58.5K - $64K
2% of jobs
$64K - $69.5K
1% of jobs
$69.5K - $75K
1% of jobs
$75K - $80.5K
4% of jobs
$20K
$44.8K
$80.5K
A Rollover Rep is a professional who helps clients transfer retirement funds from one account to another, such as from a 401(k) to an IRA. They provide guidance on rollover options, ensure compliance with financial regulations, and assist with paperwork and processing. Their goal is to make the rollover process smooth and efficient while helping clients maximize their retirement savings and avoid tax penalties.
To thrive as a Rollover Rep, you need a solid understanding of financial products, especially retirement accounts like 401(k)s and IRAs, along with experience in financial services or customer service. Familiarity with client management software, secure document handling systems, and regulatory compliance (such as FINRA or SEC rules) is often required. Excellent communication, patience, and attention to detail are standout soft skills for effectively guiding clients through the rollover process. These skills ensure a smooth transition for clients, regulatory compliance, and high-quality service that builds trust and satisfaction.
Rollover Reps often encounter challenges such as navigating complex regulatory requirements, handling sensitive client information, and troubleshooting delays from plan administrators or third parties. They manage these challenges by staying up to date on the latest rules and industry best practices, maintaining strong organizational skills, and fostering effective communication with all parties involved. Continuous training and support from experienced colleagues also help Rollover Reps resolve obstacles efficiently. Being proactive and responsive ensures that clients experience a smooth and stress-free rollover process.
Cities with the most Rollover Rep job openings:
The most popular types of Rollover Rep jobs are:
States with the most job openings for Rollover Rep jobs include:
The top searched job categories for Rollover Rep jobs are:

Other
Medical, Dental, Vision, Life, Retirement, PTO
Posted 9 days ago
7.5
Based on 7 frontline employees who took The Breakroom Quiz
This position is incentive eligible.
Do you have the PRN career opportunities as a(an) Patient Representative you want with your current employer? We have an exciting opportunity for you to join CareNow - Shipyard MSO which is part of the nation's leading provider of healthcare services, HCA Healthcare.
Job Summary and Qualifications
Seeking a Patient Care Representative like you who provides expertise and to be a champion of patient care. We are an amazing team that works hard to support each other and are seeking a phenomenal addition like you who feels patient care is as meaningful as we do.
What you will do in this role:
Get the full story on Breakroom