Rollover Specialist - Consultant(Remote)

As a Rollover Specialist - Consultant at Facet, your main responsibilities include managing the entire rollover process for clients moving their retirement accounts, facilitating seamless transfers, providing direct member support, and ensuring compliance with industry regulations. You'll also be tasked with maintaining detailed records of member communications and proactively updating clients on the status of their rollovers.

Facet is seeking candidates with at least 2 years of experience in operations, particularly in the field of retirement accounts and rollovers. Candidates should possess strong attention to detail, excellent communication skills, and experience with data analysis tools like Excel. Additionally, a solid understanding of retirement plan regulations, including IRS guidelines for rollovers, is essential for success in this role.

The Rollover Specialist - Consultant at Facet plays a critical role in client satisfaction by ensuring that each rollover transaction is handled smoothly and efficiently. By effectively addressing client inquiries and proactively communicating about the status of their transfers, you help build trust and enhance the overall client experience, making financial guidance more accessible to everyone.

Working as a Rollover Specialist - Consultant at Facet means embracing a remote work environment that fosters collaboration and flexibility. You'll be part of a supportive team that values your contributions while allowing you the independence to manage your own time, provided you meet the minimum WiFi standards for efficient online work.

As a Rollover Specialist - Consultant with Facet, you can expect to earn between $30 and $35 per hour on a 1099 contract basis. This competitive pay reflects the expertise and dedication needed to ensure our clients receive top-notch service during their rollover processes.

In your response, emphasize specific examples from your prior roles where you successfully managed rollover transactions, detailing how you ensured compliance and client satisfaction at every step of the process.

Highlight your approach to client communication, focusing on how you tailor your messages to address clients' concerns and ensure they feel informed and supported throughout the rollover process.

Share your methods for staying informed, such as participating in webinars, following industry news, or regularly engaging with compliance resources that keep you up to date on IRS guidelines and retirement plan regulations.

Use the STAR method (Situation, Task, Action, Result) to outline a specific challenge, emphasizing your problem-solving skills and the positive outcome that resulted from your actions.

Discuss your familiarity with data analysis tools, particularly Excel, and how you leverage them for tracking rollover transactions and reporting status updates to members efficiently.

Articulate your strategies for prioritization, such as assessing urgency and complexity, to ensure that each client's needs are met within reasonable timeframes while maintaining high service quality.

Express your understanding of the importance of accuracy and communication during the rollover process, emphasizing that these elements help build trust with clients and facilitate smoother transactions.

Provide examples of your emotional intelligence and communication skills, demonstrating your ability to remain calm and professional while addressing client concerns or frustrations effectively.

Share personal motivations, such as a passion for helping clients achieve their financial goals or a commitment to operational excellence; this adds a human touch to your interview responses.

Articulate your excitement for the role and explain how Facet's mission aligns with your values, illustrating your commitment to providing accessible financial guidance through effective rollover support.