401(k) Rollover Retention Specialist - FULLY REMOTE - U.S. ONLY presso Slavic401k

While this position is fully remote, we are only registered and can proceed with qualified candidates who reside and will work in one of the following states: AL, AZ, FL, GA, MI, MS, NE, NJ, NC, OH, OK, TN, TX. No exceptions.  No relocation assistance is available.  Must be eligible to work in the US without employment sponsorship.  Direct Hire only, no third-party agency applications, please. 

Job Description: 401(k) Rollover Retention Specialist

Department: Participant Services                   Reports To: Manager, Participant Services

FLSA Status: Non-Exempt                               Job Status: Full-Time

Work Schedule: Between 8:00 AM – 8:00 PM EST

Position Summary

The 401(k) Rollover Retention Specialist plays a critical role in preserving plan assets by engaging with participants who are eligible for or considering a rollover. This position combines customer service, consultative communication, and compliance knowledge to educate participants on their options and encourage retention within the plan or transition to affiliated IRA products. The specialist serves as a key point of contact for participants exiting employment, participants interested in expanding their investment options with IRA products, and collaborates with internal teams to ensure a seamless experience.

Essential Functions

- Proactively contact terminated participants to discuss rollover options and promote retention solutions.
- Educate participants on the benefits of staying in-plan, expanding investment options, or rolling over to affiliated IRA products such as the Slavic Managed IRA.
- Handle inbound inquiries related to IRAs, rollovers, distributions, and account closures with a focus on retention.
- Document all participant interactions in CRM systems (e.g., Salesforce, Relius).
- Collaborate with the Client Success and Retirement Advisory teams to coordinate outreach and follow-up.
- Maintain up-to-date knowledge of IRS rollover regulations and fiduciary standards.
- Meet or exceed performance metrics including retention rate, call quality, and customer satisfaction. 

- All other job duties as assigned. 

Skills & Competencies

- Strong interpersonal and persuasive communication skills.
- Ability to explain complex financial concepts in a clear and empathetic manner.
- Detail-oriented with strong organizational and documentation skills.
- Proficient in CRM and retirement plan administration platforms.
- Demonstrated ability to work independently and as part of a team.

Qualifications

- Bachelor’s degree in Finance, Business, or related field preferred.
- 2+ years of experience in retirement services, financial advising, or customer retention.
- FINRA Series 6 or 65 license preferred (or willingness to obtain).
- Knowledge of 401(k) plan operations and rollover regulations.

- Extensive knowledge of IRA products and options.

 Work Environment

§  Extended sitting and computer work

§  For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace. Additionally, there is an internet work speed requirement of 100 MBps or better. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying as adequate home work environment and the required internet connection is a non-negotiable requirement of remote employment. 

The Power of WE 

WE serve the individual saver and investor, know that their savings represents not only money, but the time it took to earn that money, which is forever gone. WE will prudently, cost-effectively and efficiently safeguard and invest that money for a better future for all we serve.  

WE are guided by core principles of honesty, accountability, and transparency. Consequently, we are always looking to do the right thing.  

WE will treat every customer and colleague with respect and dignity. WE will exhibit humility both as individuals and as a corporate entity. 

What’s in it for you Package 

This role will have a base pay range of $21.39 - $25.50 per hour. Please know, this is the base range only and does not consider other components that make up the total rewards package for this role. This position is also eligible for an annual performance bonus. 
 

 Other perks in the total rewards package are:
•    Flexible work environment
•    Participation in Personal Annual Performance Bonus incentive program
•    Medical, Dental, Vision, and Life Insurance
•    75% employer coverage of Medical Premiums
•    Retirement Savings – 401(k) plan with generous company match, vested after 2 years
•    Tuition Reimbursement up to $5,250/year
•    Generous Paid Time Off upon hire – plus quarterly Work/Life Balance days and paid holidays
•    Paid Parental Leave
•    Voluntary Pet Insurance, Lifelock and More!
•    24/7 no-cost Employee Assistance Program (EAP)
 

 Slavic401k is an Equal Opportunity Employer 

Slavic 401k is an equal opportunity employer with a commitment of inclusion for all qualified candidates. Slavic401k strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.