Casework Consultant

Charlottehybridmid

Posted yesterday · via Workday

About this role

Casework Consultant The Individual Consultant, Counseling Services (Case Work Consultant) responds to customer inquiries and requests via e-mail and written correspondence as well as inbound/outbound phone calls. The Counseling Consultant will interact with and provide education and counseling to participants, prospects, new entrants and their beneficiaries and representatives concerning pre-tax and after-tax investment/retirement products and services. Counseling Services Consultants provide answers to inquiries, handle issue resolution casework, and counter competitive tactics through written and telephone communication.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Charlotte. We weight your proximity and willingness to relocate.

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Skills in this role

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teams

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