The Account Representative pursues relationships with potential new accounts and seeks business expansion opportunities with current clients. Develops relationships with smaller to mid-sized clients in order to increase revenue. Being an Account Representative may support higher-level account managers working with larger accounts. Has detailed knowledge of products and services being offered and ensures that products and services consistently meet client needs. In addition, Account Representative may visit client locations periodically to ensure client satisfaction and promote ongoing contract renewal. Provides sales quotations and responds to requests for proposals. Typically requires a bachelor's degree. Typically reports to a supervisor or manager. Being an Account Representative work is closely managed. Works on projects/matters of limited complexity in a support role. Working as an Account Representative typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
The Role
Guidant Financial is looking for a Remote Account Representative I. Our Account Representatives support small business owners who utilize our 401(k) plan administration services.
A large part of the role is taking inbound client calls, answering questions, and assisting clients in resolving 401(k) plan related issues.
The role also requires reviewing the documents submitted by our clients and proactively updating the system to reflect all changes.
Collaboration is required with other members on the team, such as Plan Administrators and Compliance Specialists, to get clients 5500 filings, distribution requests, loan requests, and other documents completed in a timely manner.
What You'll Be Doing
Additional Functions
Requirements
Other Requirements
For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment.
Benefits
Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.
This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US : AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA
The wage for this position is $21 / hr or $43,680 annually
Last updated : 2024-04-01
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