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Rollover Rep Jobs in Texas (NOW HIRING)

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Rollover Rep information

See Texas salary details

$17.6K

$39.4K

$70.8K

How much do rollover rep jobs pay per year?

As of Aug 20, 2026, the average yearly pay for rollover rep in Texas is $39,417.00, according to ZipRecruiter salary data. Most workers in this role earn between $28,141.00 and $43,971.00 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 the most commonly searched types of Rollover Rep jobs in Texas?

The most popular types of Rollover Rep jobs in Texas are:

Infographic showing various Rollover Rep job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $39,417 per year, or $19 per hour.

Patient Representative

TriCities Hospital

Mansfield, TX • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago


Job description

Patient Representative

Do you want to join an organization that invests in you as a Patient Representative? At CareNow, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the course of three years.

Job Summary and Qualifications

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

CareNow, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include:

  • 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.

CareNow® urgent care delivers quality, convenient, patient-centered urgent care with unparalleled service. In our more than 225 clinics, our physician-driven focus is centered on providing extensive resources and support to our dedicated clinical teams. We offer a wide range urgent care services for the entire family. CareNow urgent care is owned and operated by HCA Healthcare, one of the nation's leading providers of healthcare services, comprised of 183 hospitals and more than 2,300 sites of care, in 20 states and the United Kingdom. Our more than 283,000 HCA colleagues are connected by a single purpose - to give patients healthier tomorrows. If you're passionate about providing compassionate, high-quality care, growing your career within a company with a large support network and vast growth possibilities, and have an enthusiastic, collaborative spirit, we'd love to meet you!

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 costs for the delivery of charitable care, uninsured discounts, and other uncompensated expenses.

"Good people beget good people." - Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder

We are a family 270,000 dedicated professionals! Our Talent Acquisition team is reviewing applications for our Patient Representative opening. Qualified candidates will be contacted for interviews. Submit your resume today to join our community of caring!

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.