The “right fit” must be determined with care. Our extensive knowledge of the legal and regulatory environment assures our client’s plan design and operation will meet these requirements. We draw on this same knowledge base to provide our clients with ideas and strategies for maximizing plan contributions and asset accumulation.

We are seeking a customer support representative that excels in meeting customers' expectations, from answering questions on products and services to processing orders.

Customer Support Responsibilities:

• Generating sales leads.
• Managing incoming calls.
• Building good relationships with customers.
• Resolving complaints and following up on resolutions.
• Identifying customers' needs.
• Meeting sales objectives.
• Following procedures and policies.

Customer Support Requirements:

• High school diploma or equivalent.
• Experience in customer service.
• Strong telephone etiquette.
• Familiarity with CRM tools.
• Excellent communication skills.
• Ability to manage multiple tasks at once.
• Ability to adapt to different personalities.