• Willingness to navigate tough conversations with a focus on delivering a positive customer experience.
• Ability to learn through on-the-job experiences.
• Experience building professional relationships over phone and email.
• Busy deadlines will require more time and effort by our team. Overtime will be expected leading up to our deadlines on April 15th and October 15th.
• Drive to learn about retirement plans (experience in finance is a plus!).
• A proactive approach to problem solving.
• A competitive attitude about production.
• Insane amounts of patience.
• Jokes for days.
• An Associate or Bachelor’s degree or equivalent experience.
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