4d
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Retirement Specialist - Gwinnett Retirement System
Lawrenceville, Georgia, United States
$40k-$67k/yr OnsiteFull Time
4+ YOEProvide retirement counseling, prepare group and individual sessions, maintain retirement records, interpret regulations. H.S. required, bachelor's preferred, 4 years in position of trust, PeopleSoft and Microsoft Office experience, eligibility to become a Notary Public.
Microsoft Outlook, Microsoft Office, PeopleSoft
2mo
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Retirement Specialist
Easton, Pennsylvania, United States
HybridFull Time
3+ YOEOversee retirement programs administration, compliance, and improvement; 3–5 years experience; bachelor’s degree; ERISA/IRS/DOL knowledge; strong communication and data analysis.
Microsoft Excel, HRIS, retirement plan administration systems
2d
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Retirement Processor
New York City, New York, United States
$50k-$58k/yr OnsiteFull Time
3+ YOEHigh school diploma or equivalent and 3 years community-related experience; strong Excel/Word and database skills; communication, analytical, and multitasking abilities; knowledge of retirement policies and pension calculations.
Microsoft Excel, Microsoft Word, Comprehensive Officer Pension System (COPS)
3mo
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Retirement Administrator
Goshen or United States
HybridFull Time
Manage daily operations of retirement plans and annuities; assist employers, congregations, participants; provide customer service; maintain forms and systems; education college graduate; preferred financial services experience.
Microsoft Access, Microsoft Excel, Microsoft Word
1mo
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Retirement Processor
Tallahassee, Florida, United States
OnsiteFull Time
Lincoln Investment: Provides independent brokerage and registered investment advisory services.
3+ YOE3+ years customer service experience; high school diploma required (BA/BS preferred); proficient in Microsoft Office; strong written/verbal communication and confidentiality; experience processing retirement paperwork and vendor coordination.
Microsoft Office
2mo
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Sr. Retirement Specialist (Government/Public Sector Retirement Plans)
Indiana or Kentucky or Ohio
$68k-$127k/yr HybridFull Time
3+ YOESenior Retirement Specialist with FINRA Series 6, life and health licenses; 3 years in financial/sales; strong relationship management in public sector retirement plans; willing to travel within assigned territory.
2w
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Lead Retirement Specialist
Norman, Oklahoma, United States
$55k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent, 3 years benefits/retirement/human resources experience, background check required.
1mo
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Retirement Consultant
Fort Mill or Charlotte
$78k-$130k/yr FieldFull Time
5+ YOE5+ years retirement industry experience (3 years in B/D/RIA/TPA/record-keeping), consultative sales success, ERISA/fiduciary expertise, bachelor’s degree preferred, proficiency with A.I., Microsoft PowerPoint, Microsoft Office, Salesforce, WebEx, Teams, Zoom.
A.I., Microsoft PowerPoint, Microsoft Office Suite, Salesforce CRM, WebEx, Microsoft Teams, Zoom
1mo
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Benefits & Retirement Specialist
Dallas or Grand Prairie or Lancaster
HybridFull Time
3+ YOEAdministers multi-state benefit and retirement programs; manages enrollment, COBRA, compliance; supports retirement plan administration; experience with ADP/WFN preferred.
ADP, HRIS, WFN, ADP Workforce Now
3w
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Retirement Plan Consultant
Waco, Texas, United States
RemoteFull Time
3+ YOE3+ years retirement plan experience, strong retirement plan compliance and recordkeeping knowledge, QKA or equivalent, excellent communication, organization, and attention to detail.
Relius
3mo
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Retirement Plan Consultant
Chicago, Illinois, United States
$110k-$120k/yr OnsiteFull Time
2+ YOEProven sales and retirement plan advisory experience; ERISA knowledge; strong communication; licensed for securities; 2+ years retirement plan sales; travel up to 25%.
Microsoft Office, Salesforce, CRM
2mo
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Retirement Specialist - Canada
Chicago, Illinois, United States
$64k-$96k/yr RemoteFull Time
3+ YOEBachelor’s degree; 3+ years retirement plan administration; Canadian defined contribution/defined benefit plans; Canadian compliance; proficiency with MS Office; Workday experience a plus.
Workday, Microsoft Excel, Microsoft Word, PowerPoint, Outlook
3w
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Retirement Plan Advisor
Plymouth, Minnesota, United States
$70k-$115k/yr OnsiteFull Time
5+ YOE5+ years retirement plan experience, Series 65 required, proficiency with retirement plan design/compliance, strong communication and client service, Microsoft Office and virtual meeting experience.
Microsoft Office, MS Teams, Zoom
1mo
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Regional Retirement Wholesaler
United States
$55k-$70k/yr RemoteFull Time
5+ YOE5 years retirement plan sales experience, Series 6 and Series 63 required, B2B sales, cold calling, presentations, CRM and sales prospecting; bachelor's degree preferred.
2w
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Retirement Sales Executive
Austin, Texas, United States
$65k-$85k/yr OnsiteFull Time
2+ YOE2+ years consultative retirement sales experience, experience selling HCM or retirement solutions, Salesforce and virtual selling tools experience, bachelor's preferred, valid U.S. driver’s license required.
SalesLoft, Dealhub, SalesForce (SFDC), GoToMeeting, Webex
3d
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Retirement Benefits Specialist
Harrisburg, Pennsylvania, United States
$53k-$81k/yr HybridFull Time
1+ YOEAnalyze and adjust member retirement accounts, apply retirement codes and formulas, research member inquiries, prepare correspondence, and use online systems; must meet PA residency and pass background check.
Discoverer, ESS
3w
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Retirement Analyst - Hybrid
Renton, Washington, United States
$35-$54/hr HybridFull Time
2+ YOE2 years related experience; professional experience with employee retirement benefit plans; bachelor's degree preferred; coursework/training or credentials CEBS, QPA, QKA, SPHR, or PHR preferred or upon hire.
4w
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Coordinator, Retirement Services
Pasadena, California, United States
$25-$35/hr HybridContract
2+ YOEBachelor's degree preferred; 2+ years retirement services experience preferred. Knowledge of IRA/QRP products, transaction codes, IRS rules, strong communication, analytical skills, and proficiency with Microsoft Word/Excel and retirement systems.
Microsoft Word, Microsoft Excel, BETA, Phase3, Broker Insight, SunGard
1w
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Retirement Specialist I
El Centro, California, United States
$4k-$5k/mo OnsiteFull Time
3+ YOEHigh school/GED and three years clerical accounting and records experience; one year retirement experience desirable; valid driver\u0019s license may be required; may require drug test, physical, and fingerprinting.
5d
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Reg Retirement Consultant
Atlanta, Georgia, United States
HybridFull Time
Bachelor's degree or equivalent, prior sales/relationship management experience in financial services, knowledge of retirement plans and investments, must be located or relocate to Atlanta, must have or obtain FINRA Series 7 and Series 63 within 90 days.
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