Your Role

Key responsibilities include:

• Demonstrate strong people skills and dependability with punctual and reliable attendance.
• Be receptive to detailed and frequent performance feedback.
• Use proficiency with keyboard and Windows-based applications, including the Internet.
• Communicate fluently with callers using good oral and written skills.
• Excel in both team environments and independent work.
• Organize and prioritize tasks effectively.
• Think like the customer with a passion for delivering top-quality service.
• Learn various administrative PC systems and become familiar with retirement products and applicable tax regulations.
• Participate in constant monitoring, coaching, and development to improve the quality and consistency of service.
• Maintain awareness of commitment to service and application of the Company’s core values and beliefs.
• Operate and maintain cust...