Partner Referral Specialist
Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025
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Job Description:
A company is looking for a Partner Referral Specialist
responsible for generating referrals to plan advisors through
outbound calling campaigns.
Key Responsibilities
Make high volume outbound calls to terminated participants for
initial outreach and follow-ups
Schedule qualified appointments and generate referrals using
Empower's conversation model
Provide specialized support for specific plans and respond to
operational inquiries from participants
Required Qualifications
Motivated self-starter with the ability to learn quickly and
independently
Experience managing multiple priorities and handling stressful
situations
Good working knowledge of Microsoft Office Software and file
manipulation skills
Associate degree preferred, but not required
Previous financial experience or investment product service
knowledge preferred
Keywords: VirtualVocations, Santee , Partner Referral Specialist, Other , Vista, California
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