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401K Representative Jobs (NOW HIRING)

Amicis Global

401K Plans Representative

Columbus, OH · On-site

$20 - $22/hr

Title: Retirement Services Representative Location: Columbus, OH Duration: 12 Months Job Summary: * The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and ...

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Territory Sales Representative - 82

Tempe, AZ · On-site

$65K - $75K/yr

Territory Sales Representative - West Drive Growth in a Hands-On, Relationship-Focused Sales Role ... Health, dental, life, and disability insurance * 401(k) with company match * Paid holidays and PTO

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Territory Sales Representative - 82

Denver, CO · On-site

$65K - $75K/yr

Territory Sales Representative - West Drive Growth in a Hands-On, Relationship-Focused Sales Role ... Health, dental, life, and disability insurance * 401(k) with company match * Paid holidays and PTO

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401K Representative information

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$24.5K

$44.2K

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How much do 401k representative jobs pay per year?

As of Sep 9, 2026, the average yearly pay for 401k representative in the United States is $44,219.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $43,000.00 per year, depending on experience, location, and employer.

What does a 401k representative do?

A 401K Representative is a professional who helps employees understand, enroll in, and manage their employer-sponsored 401(k) retirement plans. They provide guidance on plan options, investment choices, and compliance with regulations. Additionally, they often assist employers in administering the plan and ensuring that it meets legal requirements. Their goal is to support both employees and employers in maximizing the benefits of the 401(k) plan for retirement savings.

What are the key skills and qualifications needed to thrive as a 401k representative, and why are they important?

To thrive as a 401K Representative, you need a solid understanding of retirement plans, financial regulations, and customer service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with recordkeeping platforms, retirement plan administration systems, and certifications like Series 6 or 63 are commonly required. Strong communication, attention to detail, and problem-solving abilities help build trust and effectively address client needs. These skills are crucial for ensuring clients receive accurate guidance and excellent service while maintaining regulatory compliance.

What are some common challenges 401k representatives face when assisting plan participants, and how are these typically addressed?

401K Representatives often encounter challenges such as explaining complex retirement plan options to participants with varying levels of financial literacy, addressing concerns about market fluctuations, and ensuring compliance with regulatory requirements. To address these, representatives use clear communication, tailored educational materials, and ongoing training to stay updated on regulations. They also collaborate closely with plan administrators, HR teams, and financial advisors to provide comprehensive support and guidance to participants.

What cities are hiring for 401K Representative jobs?

Cities with the most 401K Representative job openings:

What states have the most 401K Representative jobs?

States with the most job openings for 401K Representative jobs include:

What are popular job titles related to 401K Representative jobs?

For 401K Representative jobs, the most frequently searched job titles are:

401K Representative jobs near you
Infographic showing various 401K Representative job openings in the United States as of September 2026, with employment types broken down into 60% Full Time, and 40% Contract. Highlights an 100% In-person job distribution, with an average salary of $44,219 per year, or $21.3 per hour.

401K Plans Representative

Columbus, OH • On-site

Amicis Global
See more jobs at Amicis Globalexternal

$20 - $22/hr

Contractor

Re-posted 2 days ago

Job description

Title: Retirement Services Representative
Location: Columbus, OH
Duration: 12 Months
 
Job Summary:
  • The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and retirement account support to Brokerage financial advisors and branch employees.
  • The team responds to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax.
  • The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.
Primary Responsibilities:
  • Establish and maintain effective relationships in order to deliver world-class service to our clients.
  • Handle incoming phone calls from financial advisors and branch employees related to Retirement Services.
  • Utilize various internal and external resources and tools to provide information and resolve issues.
  • Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.
  • Meet team and department service goals as established by by Brokerage Service Network (MSSN)management.
Skills required:
  • Attention to detail.
  • Ability to multi-task and manage time effectively.
  • Ability to establish and maintain positive client relationships.
  • Ability to diagnose and solve problems creatively.
  • Ability to recognize and diffuse potential issues and/or difficult interactions.
  • Excellent communication (written and oral) and listening skills.
  • Desire and ability to learn quickly and apply knowledge to various situations 
Education:
  • Bachelor's degree or minimum 2 years of financial industry experience.
Skills desired:
  • Experience related to retirement products is preferred, but not required.
  • Current or past Series 7 preferred, but not required.
  • Bachelor's degree preferred but not required.