Retirement & Wealth - Customer Service Representative / Call Center Agent (Remote) (General Consideration)

Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The position is responsible for direct verbal and written communications with Automatic Rollover/Direct Rollover/Non-Retirement Accountholders, Plan Sponsors, Record-Keepers, and Third-Party Administrators in the Individual Investor Services Savers Department. This role requires the candidate to handle high call volume daily. The role also assumes the primary responsibility of interacting with all the necessary internal departments to resolve client requests or answer any inquiries related to their account activity and investments. Through verbal and written communications, the individual in this position develops, strengthens, and maintains a positive relationship with our clients and firm associates.

• Handle a high volume of incoming and outgoing client phone calls
• Respond to email, voicemail, and chat inquiries from clients
• Understand and be able to articulate the account opening, distributions, and investment process to clients
• Assist clients in ensuring that all required forms are fully completed
• Handle troubleshooting inquiries in regards to Web and Online issues
• Provides educated answers with regards to IRA's, and IRS Codes
• Maintain a professional approach to client service, consistent with protocol and service levels
• Other duties as assigned

If offered the position, equipment will be provided. Equipment that will be provided are: docking station (x1), headset (x1), keyboard (x1), laptop (x1), monitor (x2), and mouse (x1).
This position requires a quiet, distraction-free work environment without any conflicting responsibilities during the scheduled shift.
Internet speed requirements:

• Upload Speed: >20 Mbps
• Download Speed: >100 Mbps
• Must be able to hardwire ethernet cable to internet modem/router.

Training Class/Start Date: 08/11/2025 (subject to change due to business needs)

• Attendance is mandatory during the training period of this position (training is paid, PTO accrues while in the training period; however, PTO cannot be taken during the training period of this position).
• Training is approximately three months/90 days in total length. There is a product exam at the end of training. A passing score of 85% is required to continue to hold this position.
  • Training is in two phases : The first phase of training is about two weeks. After the first training phase, this position would follow the regular schedule for about a month, and switch back to the training schedule for the second phase of training for about a week and a half .

Training Schedule/Shift: 8 a.m. ET to 4:30 p.m. CT (subject to change due to business needs)

• Pacific Time: 6 a.m. to 2:30 p.m.
• Mountain Time: 7 a.m. to 3:30 p.m.
• Eastern Time: 9 a.m. to 5:30 p.m.

Regular Schedule/Shift: 10:30 a.m. ET to 7 p.m. CT (subject to change due to business needs)

• Pacific Time: 8:30 a.m. to 5 p.m.
• Mountain Time: 9:30 a.m. to 6 p.m.
• Eastern Time: 11:30 a.m. to 8 p.m.

Some Saturdays from 8 a.m. CT to 5 p.m. CT (subject to change due to business needs)

• Pacific Time: 6 a.m. to 3 p.m.
• Mountain Time: 7 a.m. to 4 p.m.
• Eastern Time: 9 a.m. to 6 p.m.

Preferred Qualifications
Years of Experience: • 1-3 years of experience
The ideal candidate will have a proven track record of demonstrating:

• Energetic, client service focused individual who is accountable and reliable
• Possesses strong written, keyboarding and verbal communication skills
• Able to apply relationship building skills to internal and external clients
• Has strong computer aptitude; proficient in Microsoft suite of products
• Strong problem-solving skills and ability to multi-task, and ability to navigate several systems simultaneously to support servicing the client
• Is detail-oriented, organized, and dependable
• Ability to maintain the highest quality of service and professionalism
• Possess a positive attitude and be able to perform well in a collaborative team environment
• Working knowledge of Salesforce/Service Cloud preferred
• Working knowledge of trust accounting systems preferred including some familiarity with investments
• IRA/IRS rules and regulations knowledge and experience preferred
• Bilingual language skills preferred

Compensation & Benefits
$18.50/hr (non-negotiable)