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Rollover Rep Jobs (NOW HIRING)

... tools, rollover support and financial wellbeing counseling * Education support through tuition ... Representative opening. We review all applications. Qualified candidates will be contacted for ...

... tools, rollover support and financial wellbeing counseling * Education support through tuition ... Rep opening. We promptly review all applications. Highly qualified candidates will be directly ...

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 ...

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Patient Representative This position is incentive eligible. Last year our HCA Healthcare colleagues ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...

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Rollover REP information

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$20K

$44.8K

$80.5K

How much do rollover rep jobs pay per year?

As of Aug 20, 2026, the average yearly pay for rollover rep in the United States is $44,821.00, according to ZipRecruiter salary data. Most workers in this role earn between $32,000.00 and $50,000.00 per year, depending on experience, location, and employer.

What is a rollover rep?

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.

What skills and qualifications are needed to thrive as a rollover rep?

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.

What are the primary challenges a rollover rep faces during the rollover process, and how are they managed?

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.

More about Rollover REP jobs

What cities are hiring for Rollover Rep jobs?

Cities with the most 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 Rollover Rep jobs?

States with the most job openings for Rollover Rep jobs include:

Infographic showing various Rollover Rep job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 16% Part Time, and 7% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $44,821 per year, or $21.5 per hour.

Patient Representative

Mission Hospital

Wilmington, NC • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago


Mission Health (North Carolina) rating

7.5

Company rating: 7.5 out of 10

Based on 7 frontline employees who took The Breakroom Quiz


Job description

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:

  • Checks-in patients in a timely manner. Ensures all Web Check-in procedures are followed
  • Answers phone calls to the clinic and provides information or refers questions to others as needed
  • Verifies insurance timely and accurately
  • Ensures the occupational client's preference card is followed and occupational procedures
  • Reviews all patient paperwork to ensure completeness and insures collection of necessary insurance / demographic information
  • Completes Daily Balance Checklist after each shift. Includes all forms of payment are accounted for and documented
What Qualifications you will need:
  • 1 year of clinical experience in a patient care setting is preferred
  • Obtain BLS certification within 30 days of start required
  • Strong customer service skills
  • Ability to work with multiple computer programs

Benefits
CareNow - Shipyard MSO, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include some or all of the following:
  • Comprehensive benefits for medical, prescription drug, dental, vision, behavioral health and telemedicine services
  • Wellbeing support, including free counseling and referral services
  • Time away from work programs for paid time off, paid family leave, long- and short-term disability coverage and leaves of absence
  • Savings and retirement resources, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and financial wellbeing counseling
  • Education support through tuition assistance, student loan assistance, certification support, dependent scholarships and a partnership with Galen College of Nursing
  • Additional benefits for fertility and family building, adoption assistance, life insurance, supplemental health protection plans, auto and home insurance, legal counseling, identity theft protection and consumer discounts

Learn more about Employee Benefits
Note: Eligibility for benefits may vary by location and position.
CareNow delivers quality, convenient, patient-centered urgent care with unparalleled service. We are in more than 100 urgent care clinics around the United States. We are committed to staffing our clinics with the most qualified and experienced providers. Our providers are dedicated to improving lives and leading the charge in urgent care medicine. Our physician-guided focus is centered on providing extensive resources. And we provide support to our growing CareNow® physician team. Our doctors and medical staff are trained in family practice, emergency medicine or internal medicine. We offer a wide range of primary and urgent care services for the entire family. CareNow is an affiliate of HCA Healthcare.
HCA Healthcare has been recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses.
"Bricks and mortar do not make a hospital. People do."- Dr. Thomas Frist, Sr.
HCA Healthcare Co-Founder
If you are looking for an opportunity that provides satisfaction and personal growth, we encourage you to apply for our Patient Representative opening. We review all applications. Qualified candidates will be contacted for interviews. Unlock the possibilities and apply today!
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status

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