Retirement Plan Specialist – Fully Remote
We are seeking an experienced Retirement Plan Specialist to support participants with their 401(k) and retirement plan needs. This is a fully remote, long-term temporary opportunity with the potential for permanent hire with a well-established financial and insurance services organization.
Position Details
- Pay: $20.00 per hour
- Job Type: Full-Time, Long-Term Temporary
- Schedule: Monday–Friday
- Hours: 8:00 AM–5:00 PM CST or 9:00 AM–6:00 PM EST
- Location: Fully Remote
- IMPORTANT: This is a fully remote position. Candidates must reside in one of the following states: OH, KY, IN, MO, MI, SC, VA, TX, or FL.
- Bilingual Spanish/English: Preferred
Responsibilities
- Answer inbound calls from retirement plan participants regarding their 401(k) accounts.
- Assist with account login, investments, contributions, distributions, rollovers, loans, and withdrawals.
- Educate participants on retirement plan options and online account functionality.
- Document customer interactions and resolve participant questions professionally.
- Maintain knowledge of retirement plan products, processes, and applicable guidelines.
- Protect confidential participant information and follow company policies and procedures.
Qualifications
- High School Diploma or GED required.
- Previous 401(k) or retirement plan experience
- Previous call center and customer service experience required.
- Strong verbal and written communication skills.
- Excellent customer service and problem-solving abilities.
- Ability to work independently in a fully remote environment.
- Bilingual Spanish/English is preferred.
Benefits
- Fully remote opportunity
- $20/hour
- Long-term temporary position with potential for permanent hire
- Weekly pay
- Medical, short-term disability, and life insurance options
Apply today with Precision Staffing!
