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Rollover Rep Jobs (NOW HIRING)

Mutual of America

Rollover Specialist

Manhattan, NY · On-site +1

$50K - $70K/yr

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 ...

Amicis Global

Client Service Representative

Columbus, OH · On-site

$15.50 - $21/hr

Client Service Representative Location: Columbus, OH Duration: 12 Months Candidates must be ... rollover requests QUALIFICATIONS • Bachelor's degree preferred or equivalent education or ...

Mission Hospital

Authorization Representative

Largo, FL

$14.50 - $19.75/hr

... tools, rollover support and financial wellbeing counseling * Education support through tuition ... Our Talent Acquisition team is reviewing applications for our Authorization Representative opening.

TEEMA Group

Inside Sales Representative

Dallas, TX · On-site

$50K - $60K/yr

Inside Sales Representative Full-Time | Permanent Dallas, TX | Hybrid Salary Range: $50,000 - $60 ... Paid Time Off - Vacation, PTO rollover, 12 paid holidays, and a full company closure between ...

TEEMA Group

Inside Sales Representative

Dallas, TX · On-site

$50K - $60K/yr

Inside Sales Representative Full-Time | Permanent Dallas, TX | Hybrid Salary Range: $50,000 - $60 ... Paid Time Off - Vacation, PTO rollover, 12 paid holidays, and a full company closure between ...

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Rollover Rep information

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How much do rollover rep jobs pay per year?

As of Jun 9, 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 are the key skills and qualifications needed to thrive in the Rollover Rep position, and why are they important?

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.

What is a Rollover Rep job?

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.

More about Rollover Rep jobs
What cities are hiring for Rollover Rep jobs? Cities with the most Rollover Rep job openings:
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Rollover Rep jobs near you
Infographic showing various Rollover Rep job openings in the United States as of June 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 92% In-person, and 8% Hybrid job distribution, with an average salary of $44,821 per year, or $21.5 per hour.

Rollover Specialist

Mutual of America Financial Group

Manhattan, NY • Hybrid

$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.

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