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Rollover Rep Jobs (NOW HIRING)

Customer Service Representative

Center, TX · On-site

$15 - $20.50/hr

Paid time off with rollover hours * Referral bonus program Job Summary McAdams Propane, a Meritum ... The Customer Service Representative will interact with customers by proactively addressing ...

Customer Service Representative

TX · On-site

$15 - $20.50/hr

Paid time off with rollover hours * Referral bonus program Job Summary McAdams Propane, a Meritum ... The Customer Service Representative will interact with customers by proactively addressing ...

Inside Sales Representative

Troy, MI · On-site

$50K - $65K/yr

Paid Time Off (with rollover of unused hours yearly) * Tools to help you develop and grow ... Support sales representatives via phone & email, as needed. * Present professionalism always ...

Patient Representative Job Summary and Qualifications Seeking a Patient Care Representative like ... tools, rollover support and financial wellbeing counseling * Education support through tuition ...

... tools, rollover support and financial wellbeing counseling * Education support through tuition ... our Patient Representative opening. We promptly review all applications. Highly qualified ...

Paid time off with rollover hours * Referral bonus programs Job Summary Pico Propane is a rapidly growing company seeking a Sales Representative to drive growth through strategic outreach and ...

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Rollover Rep information

See salary details

$20K

$44.8K

$80.5K

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:
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 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.
Client Services Representative (CSR)

Client Services Representative (CSR)

Polaris Pharmacy Services

Duluth, MN

$55K - $65K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago


Polaris Pharmacy Services rating

7.9

Company rating: 7.9 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

14th of 99 rated pharmacies


Job description

Client Services Representative (CSR)

Duluth, Minnesota - Duluth, MN 55811

Overview

Salary Range $55,000.00 - $65,000.00 Salary/year Position Type Full Time Travel Percentage Road Warrior Category Customer Service

Description

Candidates in the Duluth area are strongly considered!

WHO WE ARE At Polaris Pharmacy Services, we're more than a pharmacy — we're a dedicated partner in care, transforming how patients experience long-term, post-acute, correctional, PACE, and specialty pharmacy services. As industry leaders, we're raising the bar for quality and coordination across all sites of care, ensuring every patient receives seamless, compassionate, and expert support.

Founded in 2015, Polaris is proud to be locally and independently owned, with a growing national footprint. Our team thrives in a mission-driven environment where innovation meets purpose, and every role contributes to making a real impact. We offer more than just a job — we provide competitive pay, robust benefits, and genuine opportunities for career advancement.

If you're passionate about shaping the future of pharmacy and making a difference in the lives of those who need it most, we invite you to grow with us.

Job Summary:

The Client Services Position is an external position for a long-term care pharmacy providing services to skilled nursing facilities and assisted living facilities.

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
  • Working offsite by traveling to visit our facilities in the area
Qualifications

QUALIFICATIONS/COMPETENCIES:

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.

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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