| Title |
Retirement Representative |
| Requirements |
Education and Experience
- Associate Degree or related work experience, required; Bachelor Degree, preferred.
- Experience managing time-sensitive processes, deadlines, etc., with empathy and compassion.
- Demonstrated delivery of accurate financial calculations, required.
- Successful participation on collaborative team(s).
- Experience in a customer service role, preferred.
- Experience in retirement benefit plans or employee benefit industry, preferred.
- Experience using workflow management technology, preferred.
- One year of business office environment, preferred.
Competencies (Knowledge, Skills and Abilities)
- Shows Humility: Allows others to serve in the capacity to which they have been called.
- Assumes Ownership: Takes responsibility for one’s actions and objectives.
- Builds Authentic Relationships: Appears empathetic, attempts to understand others, and treats others with compassion.
- Collaborates: Displays an interest in others' involvement and offers encouragement and support for their initiatives.
- Influences: Shares own thoughts and is willing to foster two-way dialogue when he/she differs from the group.
- Analyzes Issues: Effectively utilizes relevant information to develop realistic solutions.
- Diagnoses Problems: Looks beyond symptoms to identify and address root causes.
- Thinks Strategically: Looks beyond the present situation and sees what is possible in the future.
- Adapts: Can adjust to changes in the business, customer, and/or goals.
- Seeks Improvement: Does not settle for maintaining the status quo.
- Exhibits a Growth Mindset: Helps establish an environment that is open to change.
- Fulfills the Mission: Understands the responsibilities of stewardship in support of LCMS ministries.
- Is Customer-Service Oriented: Anticipates and responds to customer needs with compassion.
- Gets Things Done: Provides focus, makes the tough decisions, and secures alignment to achieve objectives.
- Sets Challenging Goals: Establishes high expectations for self and others.
- Confronts Challenges: Responds to obstacles and takes appropriate action when faced with adversity.
- Displays Professionalism: Displays high personal and professional standards.
- Acts with Transparency: Makes sure that his/her actions match his/her words.
Supervisory Responsibility
- Retirement Representative does not have supervisory responsibilities.
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