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Retirement Analyst Jobs (NOW HIRING)

Southtexascollege

The Teacher Retirement System Analyst serves as the critical liaison between the College's Office of Human Resources Benefits and Payroll departments and the state retirement system to ensure legal ...

RXO

Senior Analyst, Retirement Plans

Charlotte, NC · On-site

$83K - $104K/yr

As a Senior Analyst, Retirement Plans at RXO, you will lead the day-to-day administration of the company's retirement plans while partnering across Benefits, Finance, HR, and vendors to support ...

Victaulic

Retirement Specialist

Easton, PA · On-site

Retirement Specialist Job Summary The Retirement Specialist is responsible for the administration ... Reporting & Data Analysis Maintain accurate plan records and generate reports on participation ...

Benetrends

Retirement Plan Analyst (401k)

Lansdale, PA · Remote

$60K - $72K/yr

About the Role We Are Excited to Welcome a Retirement Plan Analyst - Total Administration (401(K)) to Our Team! You'll Take Ownership of the Day to Day Administration and Compliance of a Portfolio of ...

Victaulic

Retirement Specialist

Easton, PA · On-site

Retirement Specialist Job Summary The Retirement Specialist is responsible for the administration ... Reporting & Data Analysis Maintain accurate plan records and generate reports on participation ...

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How much do retirement analyst jobs pay per year?

As of Aug 10, 2026, the average yearly pay for retirement analyst in the United States is $73,261.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $87,000.00 per year, depending on experience, location, and employer.

What does a retirement analyst do?

A retirement analyst evaluates retirement plans, pension funds, and investment strategies to ensure financial stability for retirees. They analyze data, assess risks, and recommend improvements, often using financial modeling tools and industry regulations to support decision-making.

What are some common challenges retirement analysts face when interpreting complex pension or retirement plan documents?

Retirement Analysts often encounter challenges when deciphering intricate plan documents and regulatory compliance requirements. These documents can contain highly technical language and frequently change due to updates in legislation, making it essential to stay current on laws like ERISA and IRS guidelines. Analysts must balance accuracy with efficiency, ensuring they interpret provisions correctly while meeting tight deadlines. Collaboration with legal teams, plan administrators, and participants is key to resolving ambiguities and ensuring plan benefits are administered properly.

How to become a retirement analyst?

To become a retirement analyst, typically a bachelor's degree in finance, economics, or a related field is required. Gaining experience in financial analysis, understanding retirement plans, and obtaining certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance job prospects. Strong analytical skills and proficiency with financial modeling tools are also important.

How much does a retirement analyst make?

A retirement analyst typically earns a median annual salary of around $70,000 to $90,000, depending on experience, location, and employer size. They often work with financial data, pension plans, and investment strategies, requiring strong analytical skills and knowledge of retirement systems.

What are the key skills and qualifications needed to thrive as a retirement analyst?

To thrive as a Retirement Analyst, you need strong analytical skills, a solid understanding of retirement plans and regulations, and typically a degree in finance, accounting, or a related field. Familiarity with pension administration software, advanced Excel functions, and possibly certifications like CEBS (Certified Employee Benefit Specialist) are highly beneficial. Attention to detail, effective communication, and problem-solving skills help Retirement Analysts interpret complex data and advise clients or employees. These competencies are crucial for ensuring compliance, optimizing retirement outcomes, and providing accurate guidance in a highly regulated environment.
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Retirement Analyst jobs near you
Infographic showing various Retirement Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $73,261 per year, or $35.2 per hour.

Annuity Retirement Income Specialist

Ridgemont Financial

San Antonio, TX • On-site

$90K/yr

Full-time

Posted 11 days ago

Job description

Ridgemont Financial is a retirement income practice based in San Antonio, Texas. We work with pre-retirees and retirees who want their savings converted into guaranteed lifetime income, with long-term care protection and liquidity built in.

We fund our own advertising and generate qualified appointments. You do not prospect. You do not cold call. You do not buy leads. We place pre-qualified, pre-scheduled appointments on your calendar and you close them using our standardized first appointment presentation and the Asset2Income Retirement Strategy.

This role is for a licensed producer who wants volume and structure without the overhead of building a lead machine. It is remote and commission only.

Compensation

  • Commission only

  • Appointments generated and paid for by Ridgemont. No lead cost to you

  • Firm set appointments split 50/50 between Ridgemont and the specialist

  • Self-produced business splits 75/25 in the specialist's favor

  • Commission scales by case size, with the specialist share increasing on larger premiums

  • Volume target is 3 to 5 qualified appointments per week per specialist at start, scaling with performance

Compensation:

$75,000 - $90,000 yearly


Responsibilities:
  • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
  • Assist current policyholders during the insurance claims process while overseeing existing insurance claims
  • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
  • Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
  • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date

  • Run scheduled virtual appointments with pre-retirees and retirees, most between the ages of 55 and 75

  • Deliver the Ridgemont first appointment presentation as designed

  • Build income proposals using our tools and approved carrier products

  • Present and place fixed and fixed-indexed annuity solutions through our IMO relationship with Simplicity

  • Submit applications accurately and manage cases through underwriting to issue

  • Update the CRM after every appointment, same day

  • Follow up on no-shows and unclosed cases inside our stated timelines

  • Hold a second appointment close rate that meets practice standards


Qualifications:
  • Background in the health insurance or life insurance industries preferred
  • High school diploma or equivalent required; Bachelor’s degree preferred
  • Proficiency with Microsoft Office products
  • Client service experience as a sales representative a plus
  • Excellent verbal and written communication skills required

  • Active life and health insurance license in your resident state, in good standing

  • 2 or more years selling fixed or fixed indexed annuities to retirees

  • Comfortable presenting income concepts to intelligent, financially cautious adults

  • Self-directed and systems-oriented. You follow a process without being managed through it

  • Reliable high-speed internet, quiet workspace, and a professional video setup

  • Willing to contract through Simplicity and complete carrier appointments before your first case

  • Available for appointments during standard business hours across US time zones

  • Clean background and no history of regulatory action

Nice To Have

  • Experience with Asset-Map, Retirement Analyzer, or planning software

  • Long-term care and income rider experience

  • Multi-state licensing


About Company

Building certainty. So retirement isn't a gamble.

Ridgemont Financial helps people who have spent 30 or 40 years accumulating savings turn that money into income they cannot outlive. We are an execution practice, not a planning shop. Our specialists spend their time in front of qualified people, not chasing them.