Senior Enrollment Consultant (Full Time)

Enrollment Consultant – RetireOne

RetireOne envisions a secure and rewarding retirement for all Americans built on reliable, sustainable income streams.  Our mission is to provide valuable retirement solutions that are simple to use, easy to understand, and delivered with outstanding service.  

RetireOne has partnered with an industry leading insurance company and the largest retirement affiliation group in the country to offer an exclusive direct-to-consumer retirement income solution.  

We are committed to providing complete support for customers on the path to successful retirement.   

Learn more about us at RetireOne.com.

About the Job

At RetireOne, we rely on knowledgeable professionals to engage with our valued customers.  We’re looking for highly skilled Enrollment Consultants to join our team, providing assistance during customer onboarding.  Enrollment Consultants will play a key role in RetireOne’s growth and long-term success.  

This position involves helping pre-retirees or recently retired Americans enroll in a unique retirement income solution.  Enrollment Consultants will be responsible for helping interested customers understand the benefits of the offer, answer questions, assist with navigating the website, and help customers complete online product applications.  

Who Will Love This Job

As the voice of our company, you must possess excellent communication and interpersonal skills, as well as be enthusiastic about helping customers and driving their satisfaction.  

You should enjoy talking on the phone with customers aged 50+ and be comfortable discussing financial solutions.  

In this position, you would be handling frequent inbound phone calls and emails from customers.  

Candidates must have a professional and welcoming attitude.  We are NOT looking for a traditional, or hard sales approach.  Candidates should be informative, confident, and service-oriented.

Thousands of Americans are retiring every day, and this is a unique opportunity to help many Americans create a secure retirement.   

Hiring Process

Are you a financial services industry veteran looking to make a positive customer impact, while also working in a fully remote position?  If so, please consider applying!

• Multiple openings are available, and all resume submissions will go through an initial review.   
• Interviews will be held online via Microsoft Teams, 8x8, or GoTo Meeting.

Potential candidates must possess a FINRA Series 6 or 7 license, a FINRA Series 63 license, and a state Life Insurance License.

Selected candidates will receive comprehensive virtual training on the product solution, technology, and customer onboarding process.  

Work Arrangement

• Regular business hours for our Virtual Contact Center are Monday-Friday, 8am-8pm Eastern Time
• All positions are fully remote / work from home
• Full-time hours will be Monday-Friday, 8am-5pm, 9am-6pm, 10am-7pm, or 11am-8pm Eastern Time
• We are seeking candidates across all US time-zones (Pacific, Mountain, Central, Eastern)

Responsibilities

• Handle inbound phone calls and emails in a timely manner
• Follow talk-paths and scripts and use knowledge of RetireOne’s products and services to go off-script when necessary  
• Log results of customer interactions in Salesforce.com
• Identify customer needs, research issues, resolve complaints, and provide solutions
• Maintain ownership of calls throughout the lifecycle of a caller’s request
• Recommend improvements for systems and processes to boost organizational efficiency
• De-escalate situations involving dissatisfied customers, offering assistance and support
• Guide customers through the enrollment process, including completion of online product applications
• Handle a variety of supportive tasks, providing answers, insights, instructions, and assistance   

Required Skills & Qualifications

• FINRA Series 6 or 7 license and a FINRA Series 63 license that are currently active or have been inactive for less than 2 years
• Active state Life Insurance license
• Comfortable with remote work arrangement
• Computer literacy
• Strong active-listening and verbal communication skills
• Ability to manage time effectively
• Patient and empathetic attitude
• Resourceful problem-solving skills
• Ability to learn new concepts quickly

Preferred Skills & Qualifications

• Active AARP Membership
• Financial services sales experience (client-facing retail experience a plus)
• Experience with annuity concepts and products
• Experience with complex or multi-line phone systems
• Experience with Customer Relationship Management (CRM) tools such as Salesforce.com
• Experience with Microsoft Office 365 Tools such as Word, Excel, PowerPoint, and Outlook
• Ability to speak multiple languages a plus