Job Description
Role
This role involves handling inbound calls and providing financial education on complex retirement-related questions, investment, and payment options for plan participants. It focuses on both qualified and non-qualified retirement plan benefits. Ideal candidates should have a financial background, enjoy educating and supporting others, and possess strong listening, communication, and problem-solving skills. Knowledge of Defined Contribution and/or Defined Benefit plans is essential.
Responsibilities
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- Location Puerto Rico, Puerto Rico
- Job Type Regular
- Category Financial Specialists
- Posted Date February 23, 2026
- Application Deadline April 04, 2026