Workplace Planning Associate at TownTasks - Westlake, TX Workplace Planning Associate - TownTasks

Workplace Planning Associate

TownTasks

Location: Westlake, TX, USA

Category: Customer Service, Sales

Salary: 50,000 - 70,000 USD / yearly

Full-time


Job Description

Join a team that empowers professional growth, flexibility, and support in the financial industry.

Responsibilities

Connect with participants to build relationships, provide guidance on investment options, and assist with withdrawal requests.

Qualifications

Demonstrate outstanding client relationship experience, sales knowledge, and accountability. Ability to work in a hybrid setting and complete required certifications.

Perks & Benefits

Maternal and Parental Leave, Tuition Reimbursement, 401(K) 7% match, Health Insurance, Paid Time off, and more.

Why Join Us?

Join a company that values career growth, provides support and coaching, and offers a hybrid work model.