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Rollover Rep Jobs in California (NOW HIRING)

Grimco

Sales Representative

Cerritos, CA · On-site

$60K/yr

Paid parental leave, holidays, PTO rollover, and volunteer time off TRAINING & DEVELOPMENT SALES ... You understand that no representation to the contrary is valid unless in writing, set a definite ...

Grimco

Sales Representative

Sacramento, CA

Vacation Accrual (PTO Rollover) * Employee Referral Benefits * Volunteer Time Off * 401K with ... You understand that no representation to the contrary is valid unless in writing, set a definite ...

Grimco

Sales Representative

Cerritos, CA

$60K/yr

Paid parental leave, holidays, PTO rollover, and volunteer time off TRAINING & DEVELOPMENT SALES ... You understand that no representation to the contrary is valid unless in writing, set a denite term ...

Grimco

Sales Representative

Cerritos, CA · On-site

Paid parental leave, holidays, PTO rollover, and volunteer time off TRAINING & DEVELOPMENT SALES ... You understand that no representation to the contrary is valid unless in writing, set a definite ...

Grimco

Sales Representative

Sacramento, CA

$55K - $80K/yr

Vacation Accrual (PTO Rollover) * Employee Referral Benets * Volunteer Time Off * 401K with Prot ... You understand that no representation to the contrary is valid unless in writing, set a denite term ...

Grimco

Sales Representative

Sacramento, CA · On-site

$55K - $80K/yr

Vacation Accrual (PTO Rollover) * Employee Referral Benefits * Volunteer Time Off * 401K with ... You understand that no representation to the contrary is valid unless in writing, set a definite ...

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Rollover Rep information

See California salary details

$19.6K

$43.9K

$78.8K

How much do rollover rep jobs pay per year?

As of Aug 19, 2026, the average yearly pay for rollover rep in California is $43,890.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,335.00 and $48,961.00 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.

What are popular job titles related to Rollover Rep jobs in California?

For Rollover Rep jobs in California, the most frequently searched job titles are:

What job categories do people searching Rollover Rep jobs in California look for?

The top searched job categories for Rollover Rep jobs in California are:

What cities in California are hiring for Rollover Rep jobs?

Cities in California with the most Rollover Rep job openings:

Rollover Rep jobs near you
Infographic showing various Rollover Rep job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, 6% Hybrid, and 11% Remote job distribution, with an average salary of $43,890 per year, or $21.1 per hour.

Client Services Representative

Polaris Pharmacy Services

San Diego, CA • On-site

$20 - $22/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Polaris Pharmacy Services rating

6.9

Company rating: 6.9 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

54th of 112 rated pharmacies

Job description

Client Services Representative

Polaris Pharmacy Services of San Diego - San Diego, CA 92123

Salary Range $20.00 - $22.00 Hourly Position Type Full Time Travel Percentage Road Warrior Category Customer Service

Duties/Responsibilities:
  • Identify early warning signs of potential issues and problem solve
  • Conduct customer training to support roll-out of programs and services
  • Educate customers on utilizing key pharmacy programs and technology
  • Build relationships with facility administration and staff
  • Follow all applicable government regulations including HIPAA
  • Other duties as assigned; job duties may vary depending on business needs
  • Single Point of Contact for customers
  • Customer Focus Visits
  • Medication cart audits
  • Medication Room Audits
  • Medication cycle fill checks
Qualifications

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

Required Skills/Abilities:
  • Good organizational skills and detail oriented
  • Basic math and analytical skills
  • Computer knowledge is a must.
  • Ability to read, write, speak and understand the English language.
  • Ability to physically perform light lifting.
  • Must be able to work various shifts and days.

EDUCATION and/or EXPERIENCE:

  • High School diploma or equivalent required
  • Pharmacy technician licenses/certifications required by state regulations and state of practice or med tech certificate
  • Previous pharmacy experience preferred
  • Knowledge of brand name/generic medications

PHYSICAL DEMANDS

  • May sit or stand seven (7) to ten (10) hours per day
  • The employee is occasionally required to sit; climb or balance; and stoop, kneel, bend, walk
  • May be necessary to work extended hours as needed
  • May lift and/or move up to 30 pounds
  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this role

HOLIDAY & PTO POLICY

  • Paid holidays are provided annually, with 6 days offered each year, along with 5 sick days.
  • Employees earn up to 10 PTO days each year, with rollover options and milestone bonuses.
  • Employees have the option to cash out up to 10 PTO hours each quarter for added financial flexibility.

Please note, because we are a pharmacy most of our locations are open 24-hours a day, 7 days a week and therefore schedules may change as determined by the needs of the business.

BENEFITS for full time Employees

  • Medical, Dental, and Vision insurance
  • 401 (k) (available for Part Time & Full Time EEs)
  • Company Paid Life insurance
  • Short-term and Long-term disability insurance
  • Tuition reimbursement
  • Personal Time Off (PTO)
  • Competitive pay with annual performance reviews and merit-based raises
  • Career growth potential
  • Annual on-site voluntary Flu Vaccines
  • Employee referral bonus program

What Polaris Pharmacy Services employees say

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