About Me
My name is Mariz Carmela Gonzales and I have 5 years of call center or customer service representative experience. The most recent and relevant work experience I can share is when I worked as a Retirement Plan Specialist on a Financial account. Were focused on assisting clients over the phone in navigating retirement plan options, including 401ks, IRAs, and pension plans, providing guidance on plan features, contributions, and investment options. I also processed and reviewed retirement plan contributions, distributions, loan applications, and hardship withdrawals, ensuring all transactions were in accordance with IRS guidelines and plan rules. Also, we conduct detailed account reviews and financial analyses to assess clients retirement readiness, identifying opportunities for optimization and recommending appropriate investment strategies. Addressing inquiries and concerns related to retirement planning, withdrawal options, and tax implications, offering accurate and up to dat
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$6/hr
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