Enrollment Consultant (Full Time and Part-Time Positions)
Posted 2025-04-06Calling All Former Financial Services Sales/Service Consultants (FINRA Series 6/63 or 7/66) Â Hiring for Retirement Enrollment Consultant Roles
Are you, or were you, a financial services industry veteran that is still looking to make a positive contribution to retirement security...
Are you passionate about helping your retiring peers plan for sustainable, lifetime income during their retirement years?
Do you want to work in an engaging, flexible environment without high pressure sales goals, with the key success metric being satisfied clients?
Would you like all this, while working the hours you want, in a fully remote position?
If so, please consider applying!
At RetireOne, we rely on seasoned professionals to engage with our valued customers. WeÂre looking for financial services sales and service professionals who are highly effective communicators to join our team as Consultants, providing assistance during customer enrollments.
What we offer:
 Remote work environment  Check!
 Interact with your peers daily  Check!
 Use your financial services sales and service skills  Check!
 Flexible schedule including full and part-time opportunities  Check!
What we need from you:
 Active FINRA license (6/63 or 7/66)
 If your FINRA license has expired, we may be able to sponsor you for re-testing
 Active State Life Insurance license
 Enthusiastic, welcoming attitude
 Enjoy talking on the phone with customers aged 50+
 Passionate about helping customers with retirement solutions
This position involves helping pre-retirees or recently retired Americans enroll in a unique retirement income solution. Enrollment Consultants will be responsible for helping interested customers understand the benefits of the offer, answer questions, assist with navigating the website, and help customers complete online product applications.
You will love this job ifÂ
 You possess excellent communication and interpersonal skills
 You seek to drive customer satisfaction
 You enjoy interacting with customers on the phone and through email
 You have a professional and welcoming attitude
We are NOT looking for a traditional, or hard sales approach. Candidates should be informative, confident, and service-oriented.
Thousands of Americans are retiring every day, and this is a unique opportunity to help many Americans create a secure retirement!
Hiring Process
 Multiple openings are available, and all resume submissions will go through an initial review.
Potential candidates must possess a FINRA Series 6/63 or 7/66 license and a state Life Insurance License. Candidates who have previous FINRA licensing that has expired may be eligible to re-test via a sponsorship.
Selected candidates will receive comprehensive virtual training on the product solution, technology, and customer onboarding process.
Work Arrangement / Hours
 Business hours for our Virtual Contact Center are Monday-Friday, 8am-8pm Eastern Time
 All positions are fully remote / work from home
 Positions may be full or part-time, and are intended to be flexible to allow for work-life balance
 We are seeking candidates across all US time-zones (Pacific, Mountain, Central, Eastern)
Compensation
 The pay range for this position is $20.00 - $25.00 per hour. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience.
Responsibilities
 Handle inbound phone calls and emails in a timely manner
 Follow talk-paths and scripts and use knowledge of RetireOneÂs products and services to go off-script when necessary
 Log results of customer interactions in Salesforce.com
 Identify customer needs, research issues, resolve complaints, and provide solutions
 Maintain ownership of calls throughout the lifecycle of a callerÂs request
 Recommend improvements for systems and processes to boost organizational efficiency
 De-escalate situations involving dissatisfied customers, offering assistance and support
 Guide customers through the enrollment process, including completion of online product applications
 Handle a variety of supportive tasks, providing answers, insights, instructions, and assistance
Required Skills & Qualifications
 Active FINRA Series 6/63 or 7/66 license
 Active state Life Insurance license
 Comfortable with remote work arrangement
 Computer literacy
 Strong active-listening and verbal communication skills
 Ability to manage time effectively
 Patient and empathetic attitude
 Resourceful problem-solving skills
 Ability to learn new concepts quickly
Preferred Skills & Qualifications
 Active AARP Membership
 Financial services sales experience (client-facing retail experience a plus)
 Experience with annuity concepts and products
 Experience with complex or multi-line phone systems
 Experience with Customer Relationship Management (CRM) tools such as Salesforce.com
 Experience with Microsoft Office 365 Tools such as Word, Excel, PowerPoint, and Outlook
 Ability to speak multiple languages a plus
About RetireOne
RetireOne envisions a secure and rewarding retirement for all Americans built on reliable, sustainable income streams. Our mission is to provide valuable retirement solutions that are simple to use, easy to understand, and delivered with outstanding service.
RetireOne has partnered with an industry leading insurance company and the largest retirement affiliation group in the country to offer an exclusive direct-to-consumer retirement income solution.
We are committed to providing complete support for customers on the path to successful retirement.
Learn more about us at RetireOne.com
Apply Job!