Rollover Education Team Leader recruitment
Responsibilities:Assist the Director in the monitoring and development phases of the team’s effectiveness. Lead the in-bound/out-bound phone-based team focused on retaining JH 401(k) assets in IRAs. Educate 401(k) participants on qualified plan distribution options. Perform call monitoring tasks and provide feedback to associates. Provide individual team members with coaching and feedback. Classroom and on-the-job training to associates. Maintain department policies and procedures documentation. Participate with implementation of workflow and system enhancements. Provide guidance and assist Read more […]
May 17, 2012
• Tags: Asset Management careers in the USA, Rollover Education Team Leader recruitment • Posted in: Financial • Comments Off on Rollover Education Team Leader recruitment