What are the responsibilities and job description for the Retirement Services Specialist position at October Three Consulting?
Summary
Are you a lifelong learner who is passionate about helping others achieve financial success? Would you like to grow your financial services career in a stable, lucrative industry? October Three, an entrepreneurial, team-oriented financial services company on a mission to improve the way people retire, is recruiting for a Retirement Services Specialist; Peoplr is excited to be leading this search.
In this role, you will provide prompt customer support to clients, participants, internal resources, and third parties across multiple offices and virtual work environments through inbound and outbound phone calls. You will answer questions regarding retirement plan provisions, benefit calculations, and payment elections, explaining basic retirement plan concepts to pension plan participants. In addition, you will handle back-office plan administration and processing duties such as reviewing participants’ elections. This is a full-time, permanent, non-exempt position located in Jacksonville, FL, or Irving, TX.
About October Three
October Three is a defined benefit retirement firm made up of actuaries, consultants and administration experts. They have developed unique, one-of-a-kind software to handle the future of defined benefit plans. Their mission is to ensure that all people feel prepared for retirement both financially and emotionally, and they strive to develop sustainable solutions that work for both employers and employees. Culturally, they are very team oriented with strong collaboration among colleagues to provide the highest quality service to our clients. They are an entrepreneurial, fast-growing company with lots of opportunities for growth, cross training, upward mobility, and professional development.
This position offers…
- Competitive salary and performance-based bonuses
- Comprehensive benefits including medical, dental, vision, short and long-term disability, life insurance, HSA, FSA, employee assistance programs, PTO, 401(k), and a cash balance pension plan
- Ample opportunities for growth and professional development
- Entrepreneurial, innovative culture; ability to see your ideas be applied & implemented quickly
Must Haves
- 1 years of work experience in a contact or call center (strong preference for retirement call center experience)
- Strong critical thinking and decision-making skills
- Proven ability to handle and prioritize multiple tasks simultaneously with excellent time management abilities
- Proficiency with technology including Microsoft Office and network drives
- Stellar communication, customer service, and empathy skills; able to go “off script” to support clients’ needs
- High quality standards and strong attention to detail
- High school diploma or equivalent
Nice-To-Haves
- Demonstrated analytical abilities with a penchant for math
- Associate or bachelor’s degree in related field
About Peoplr
Peoplr is a national Human Resources consulting firm made up of HR experts enabling businesses to transform into engaging workplaces where people deliver outstanding results. Check us out on our website at: www.mypeoplr.com
Peoplr is proud to be an Equal Opportunity Employer. All applicants will receive consideration for employment, as Peoplr does not discriminate against an individual because of their race, color, religion, gender, sex (including same sex, gender identity, and sexual orientation), pregnancy, parental status, marital status, national origin or ancestry, age, physical or mental disability, sickle cell trait, genetic information and testing (including family medical history), AIDS/HIV status, source of income, political affiliation, military service, other non-merit based factor, or any other characteristic protected under applicable federal, state or local law.
Peoplr is committed to providing equal opportunity and reasonable accommodation for people with disabilities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 844-577-1940 or send us an email at recruiting@mypeoplr.com