Future Opportunities: Retirement Advocate

Gusto, Inc.

Chicago, IL, US
Estimated range: $21.00–$35.00 ph; competitive bas...
On-site
3-6 years customer experience
1+ year retirement benefits experience
Inbound and outbound phone interactions
Gusto is seeking motivated professionals to serve as a strategic partner helping clients optimize their retirement plans

Job Summary

  • Gusto is seeking motivated professionals to serve as a strategic partner helping clients optimize their retirement plans.
  • The role involves acting as the single point of contact for all support inquiries while leveraging AI-assisted tools for research.
  • Candidates must be able to synthesize complex subjects clearly and manage multiple high-priority resolutions effectively.

Matching Summary

Gusto is seeking motivated professionals to serve as a strategic partner helping clients optimize their retirement plans.

Salary

Estimated range: $21.00–$35.00 per hour; Competitive base pay and equity (RSUs) provided; Benefits included for full-time employees

Skills & Requirements

Must-have

  • 3-6 years customer experience
  • 1+ year retirement benefits experience
  • Inbound and outbound phone interactions
  • Salesforce and Zoom proficiency
  • Proactive churn risk identification

Nice-to-have

  • 401k retirement plan knowledge
  • Account management background
  • AI tool fluency and usage
  • Consultative problem-solving skills
  • Creative thinking in ambiguity

Key Requirements

  • 3-6 years of customer experience
  • 1+ year full-time retirement benefits experience
  • Experience with Salesforce and Zoom
  • Strong verbal and written communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter