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401(k) Plan Customer Service / Sales Support

The Pension Studio

in West Palm Beach, FL

Established and fast-growing Third Party Administration firm seeks a dynamic person located in South Florida to join our team as a 401(k) Customer Service Representative.  This job includes:

  • Meeting with Plan Sponsors to review the technical aspects of their plans 
  • Phone contact with Plan Sponsors to arrange meetings
  • Answering calls related to new business
  • Running of cost proposals for pension plans

Candidate should have at least 2 plus years of experience in the retirement industry as well as the following Skills/Qualities:

  • 4 year college degree
  • Enjoy meeting people
  • Ability to learn new skills quickly
  • Excellent follow up skills
  • Ability to write well and communicate well
  • Willing to achieve meeting and call quotas per week

How to Apply

Please reply with your resume to ellen@thepensionstudio.com

Visit our web site.


This ad has been viewed 1033 times. It expires on 6/17/2017.

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