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Remote Retirement Jobs in Rochester, NY (NOW HIRING)

W3Global Inc.

Chief Pilot Part 135 (Remote)

Lima, NY · On-site +1

$160K - $180K/yr

Dental insurance * 401(k) retirement plan * Remote-first work culture * Opportunity to help shape and grow a dynamic Part 135 scheduled operation * Professional, safety-focused, and collaborative ...

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Remote Retirement information

What is a remote retirement?

A Remote Retirement job is a flexible, often part-time or freelance position that allows retirees to work remotely from home or any location. These jobs provide income while offering the freedom to set your schedule and avoid commuting. Common roles include consulting, customer service, writing, or virtual assistance. Many retirees choose remote work to stay engaged, supplement retirement income, or pursue a passion.

What are the key skills and qualifications needed to thrive in the remote retirement position, and why are they important?

Remote retirement specialists require expertise in retirement planning, financial advising, and regulatory compliance, typically supported by certifications such as CFP or CRC. They frequently use financial planning software, virtual meeting platforms, and secure data management systems. Excellent communication, empathy, and self-motivation are essential soft skills for building trust with clients and managing tasks independently. These capabilities ensure accurate, personalized advice and maintain high client satisfaction while working outside a traditional office environment.

What are some common challenges faced by remote retirement specialists?

One common challenge for remote retirement specialists is building rapport and trust with clients without face-to-face meetings, which requires strong digital communication skills and proactive follow-up. Additionally, staying updated with changing retirement regulations and financial products is crucial, as the field evolves rapidly. Remote specialists must also be adept at managing their schedules and maintaining organization to effectively handle multiple clients. However, with the right tools and commitment, these challenges can be successfully managed, offering both flexibility and a rewarding client-focused career.

What are the most commonly searched types of Retirement jobs in Rochester, NY?

The most popular types of Retirement jobs in Rochester, NY are:

What are popular job titles related to Remote Retirement jobs in Rochester, NY?

For Remote Retirement jobs in Rochester, NY, the most frequently searched job titles are:

What job categories do people searching Remote Retirement jobs in Rochester, NY look for?

The top searched job categories for Remote Retirement jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Remote Retirement jobs?

Cities near Rochester, NY with the most Remote Retirement job openings:

Remote Retirement jobs near you
Infographic showing various Remote Retirement job openings in Rochester, NY as of June 2026, with employment types broken down into 30% Full Time, and 70% Part Time. Highlights an 100% Remote job distribution.

Participant Retirement Sales Specialist

Rochester, NY • On-site, Remote

Mutual of America
Insurance Services • 1 - 5K employees
Learn more about Mutual of Americaexternal

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago

Job description

Mutual of America Financial GroupJob Title: Participant Retirement Sales SpecialistLocation: Rochester, NY (remote) - must reside in the upstate NY area.
Who We Are:
At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their retirement goals.
We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.
Role Summary:
The Participant Retirement Sales Specialist will support the Eastern region and report into the Regional Vice President. The Participant Retirement Sales Specialist will represent Mutual of America in a sales and marketing capacity conducting group and individual meetings on-site at a Regional Office's group client.
Responsibilities:
  • Assist in the rollout and enrollment of participants in newly established 401k and 403b plans through group and individual meetings
  • Enhance the company's relationship with the participants, while cross selling individual products during on-site group and individual employee meetings
  • Actively network and prospect new participants to add to Mutual of America's product suite
  • Increase enrollment, contributions and obtaining transfers from current group plan participants
  • The PAS will be responsible for following up on direct mail, advertising and website leads forwarded to the regional office
  • Acts as a financial liaison with participants on all matters concerning individual products, including investment alternatives offered under the contract
  • Collaborate and present with other colleagues to show and prove our service model to prospects who are on the verge of buying our group products
  • Coordination of client service matters with local Regional Office service staff and any appropriate home office departments

Required Qualifications:
  • At least two years of sales experience or equivalent industry experience
  • Experience in presenting in a group setting to a variety of size groups
  • Individual sales experience and being comfortable with cold calling
  • General business acumen with strong motivation and communication skills
  • Active FINRA Series 6 and 63 or must obtain within the first 180 days of employment
  • Active State Life and Health Insurance License (in all states covered) required or obtained within 180 days of employment
  • Valid driver's license required

Preferred Qualifications:
  • Bachelor's degree preferred
  • CRPS designation preferred after 5 years in sales related position
  • Knowledge of products underwritten by the company (401k and 403b retirement plan)

What we offer you:
  • Competitive base salary
  • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
  • 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
  • Parental Leave: 8 weeks fully paid
  • Paid time off: 20 days plus two floating personal holidays

The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance.
Base Salary Range: $65,000 - $85,000
Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica
Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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