Retirement Client Consultant
il y a 3 semaines
Job Title: Retirement Client Consultant
Company: AG2R LA MONDIALE
As a Retirement Client Consultant at AG2R LA MONDIALE, you will play a pivotal role in delivering comprehensive support across various channels (face-to-face, telephone, and digital documentation) to both current employees and prospective retirees.
Key Responsibilities:
- Guide prospective retirees in the preparation of their retirement documentation by offering personalized insights on different retirement plans.
- Educate clients about their entitlements, ensuring that all necessary information and documentation are complete, while overseeing the file management process.
- Assist with logistical, administrative, and technological tasks within the organization.
- Work in close partnership with the call center to address customer inquiries effectively.
Qualifications and Skills Required:
A minimum of a bachelor's degree is required, along with prior experience in customer relations. Excellent communication abilities, a strong focus on customer service, a systematic approach to processes, and effective prioritization skills are essential. Familiarity with retirement plans and regulations will be advantageous.
Essential Attributes:
Your ability to connect with clients, a customer-centric approach, enthusiasm, meticulous attention to detail, and strong organizational skills are vital for success in this position. A collaborative spirit and proficiency in office software are also important.
A valid driver's license and access to a vehicle are necessary for this role.
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