Retirement Benefits Advocate
About this role
About the Role Gusto is seeking motivated, customer-centric professionals to join future retirement benefits customer experience opportunities in 2026. As a Retirement Benefits Advocate, you will act as the single point of contact for all support inquiries, providing consultative guidance to help clients optimize their retirement plan, educate on plan health, fiduciary responsibilities, and engagement tools. What You'll Do
- Own the customer journey by building trust, rapport, and partnership with customers via inbound/outbound phone, email, and Zoom.
- Provide passionate, expert, reliable support as a point of contact for retirement benefits inquiries.
- Leverage AI-assisted tools to accelerate research and communication while upholding accuracy and compliance.
- Identify churn risk and deliver solutions to mitigate churn using product knowledge and understanding of each customer.
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