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Rollover Rep Jobs in Florida (NOW HIRING)

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Rollover Rep information

See Florida salary details

$15.9K

$35.7K

$64.1K

How much do rollover rep jobs pay per year?

As of Aug 19, 2026, the average yearly pay for rollover rep in Florida is $35,704.00, according to ZipRecruiter salary data. Most workers in this role earn between $25,491.00 and $39,829.00 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 cities in Florida are hiring for Rollover Rep jobs?

Cities in Florida with the most Rollover Rep job openings:

Infographic showing various Rollover Rep job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, and 6% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $35,704 per year, or $17.2 per hour.

Sales Account Executive - Digital Marketing & Software

Zgraph

Tampa, FL โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday


Job description

We are seeking Sales Representatives to join our growing team! We're looking for a high-energy, success-driven, and digitally-minded sales professional who is passionate and excited about helping clients succeed in the digital realm. You will offer a wide range of digital marketing and software as a service solutions that help prospective clients increase sales and brand awareness.

Take advantage of a large earning potential in a fast-paced, booming industry with plenty of opportunities for advancement.

Opportunity:

  • Base Salary
  • Commissions
  • Recurring Commissions That Rollover Indefinitely
  • Paid holidays, personal, and vacation days

Responsibilities:

  • Present and sell company products and services to new and existing customers
  • Prospect and contact potential customers
  • Reach agreed upon sales targets by the deadline
  • Set follow-up appointments to keep customers aware of latest developments

Requirements

  • Previous experience in sales, customer service, or other related fields
  • Strong work ethic and highly motivated to win
  • Self-Starter and goal driven
  • Excellent time-management and organizational skills
  • Ability to build rapport with clients
  • Strong negotiation skills
  • Deadline and detail-oriented
  • Familiarity with CRM platforms and general business software

Benefits

  • Paid Holidays
  • Paid Vacation
  • Fully Paid, Top Tier Health Insurance (Low Deductible, PPO, Large Network)
  • Retirement Plan With 3% Matching
  • Dental Coverage
  • Vision Coverage
  • Disability Insurance
  • Life Insurance