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Retirement Coordinator Jobs (NOW HIRING)

Wedbush

Coordinator, Retirement Services

Pasadena, CA · On-site

$25 - $35/hr

Our Operations team is seeking to hire a Retirement Services Coordinator. This position will provide front-line and operational process support to Financial Advisors, Employers, and IRA/QRP owners.

Gusto, Inc.

Retirement Onboarding Coordinator

Denver, CO

$23.50 - $26.44/hr

As an Onboarding Coordinator, you'll support new clients as they begin their journey with Gusto 401(k). You'll help small businesses set up their 401(k) plans by providing timely guidance, clear ...

Gusto, Inc.

Retirement Onboarding Coordinator

Denver, CO · On-site +1

$23.50 - $26.44/hr

As an Onboarding Coordinator, you'll support new clients as they begin their journey with Gusto 401(k). You'll help small businesses set up their 401(k) plans by providing timely guidance, clear ...

ASCENSUS

Retirement Plan Consultant

Dresher, PA · On-site

Act as a mentor to Retirement Plan Coordinators to meet or exceed defined business targets, firm goals and client obligations, as applicable * Assist clients initial and ongoing plan design and ...

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Retirement Coordinator information

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$27K

$57.9K

$101.5K

How much do retirement coordinator jobs pay per year?

As of Aug 17, 2026, the average yearly pay for retirement coordinator in the United States is $57,869.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $69,500.00 per year, depending on experience, location, and employer.

What does a retirement coordinator do?

A Retirement Coordinator helps employees and retirees navigate the process of retiring from their organization. They manage paperwork, explain retirement benefits and pension plans, and ensure all necessary documentation is completed accurately and on time. Retirement Coordinators also serve as a point of contact for questions about health insurance, Social Security, and post-retirement income planning. Their role is essential in making the transition to retirement as smooth as possible for employees.

What are some common challenges retirement coordinators face when assisting clients with transitioning out of the workforce?

Retirement Coordinators often encounter challenges such as addressing the diverse needs of clients, managing complex benefits paperwork, and staying up-to-date with changing regulations. They must communicate clearly with both clients and internal teams to ensure a smooth transition process. Additionally, Retirement Coordinators need to be detail-oriented to prevent errors in documentation and must handle sensitive situations with empathy, as clients may experience emotional or financial stress during this significant life change.

What are the key skills and qualifications needed to thrive as a retirement coordinator, and why are they important?

To thrive as a Retirement Coordinator, you need a solid understanding of retirement plans, benefits administration, and compliance regulations, often supported by a degree in human resources or a related field. Familiarity with HRIS systems, benefits management software, and knowledge of pension laws or certifications like CEBS are typical requirements. Attention to detail, strong organizational abilities, and effective interpersonal communication help build trust and ensure smooth retiree transitions. These skills are crucial for accurately managing benefits, maintaining legal compliance, and providing excellent support to employees during retirement planning.

What is the difference between Retirement Coordinator vs Benefits Specialist?

AspectRetirement CoordinatorBenefits Specialist
Primary FocusManaging retirement plan enrollments, distributions, and participant inquiriesAdministering employee benefits, including retirement, health, and wellness programs
CertificationsOften requires retirement plan certifications (e.g., CFP, CPFA)Often requires benefits administration certifications (e.g., CEBS)
Work EnvironmentHR departments, financial institutions, retirement plan providersHR departments, insurance companies, corporate benefits teams

While both roles involve employee benefits, a Retirement Coordinator specializes in retirement plans and participant support, whereas a Benefits Specialist handles a broader range of employee benefits. The roles often overlap in HR settings, but their core responsibilities differ based on focus and certifications.

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What are the most commonly searched types of Retirement jobs?

The most popular types of Retirement jobs are:

Who are the top companies hiring for Retirement Coordinator jobs?

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What states have the most Retirement Coordinator jobs?

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Retirement Coordinator jobs near you
Infographic showing various Retirement Coordinator job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $57,869 per year, or $27.8 per hour.

Member Retirement Coordinator

Integrity Marketing Group

Scottsdale, AZ • On-site

Full-time

Medical, Life, Retirement

Re-posted 24 days ago

Integrity Marketing Group rating

7.7

Company rating: 7.7 out of 10

Based on 34 frontline employees who took The Breakroom Quiz

15th of 50 rated marketing agency

Job description

About Integrity Marketing Group
Integrity Marketing Group is one of the nation's leading independent distributors of life and health insurance products focused on serving the senior market. Founded in 2006, Integrity develops and distributes life and health insurance products with insurance carrier partners and markets these products through its distribution network, which includes other large insurance agencies located throughout the country that have over 100,000 independent agents.
About Western Asset Protection
Western Asset Protection (WAP) is a national Field Marketing Organization (FMO) supporting more than 2,500 agents, 75+ agencies, and 25+ carrier partners across all 50 states. WAP specializes in helping agents, agencies, and consumers navigate Medicare and health insurance solutions through innovative technology, training, and service. As part of the Integrity family of companies, WAP combines deep industry expertise with a commitment to helping people protect their health, wealth, and future.
Position Summary
The Member Retirement Coordinator (Career Licensed Only Agent - LOA) serves as a trusted resource and frontline advisor for individuals approaching retirement and Medicare eligibility. In this role, you will actively engage, educate, and guide prospective and existing members through key healthcare milestones, including Medicare enrollment timelines, plan options, and coverage transitions.
Supporting a growing book of over 10,000 clients, you will play a critical role in driving member acquisition, retention, and satisfaction by delivering personalized guidance that empowers confident healthcare decisions and long-term loyalty. This position also offers the opportunity to identify and support additional sales opportunities, including cross-selling and referrals, while partnering closely with licensed agents to contribute to overall revenue growth and expanded member relationships
Primary Responsibilities:
Member Education & Support
  • Serve as a primary point of contact for individuals approaching Medicare eligibility and retirement.
  • Educate members on Medicare enrollment timelines, eligibility requirements, and available coverage options.
  • Conduct outbound and inbound communications regarding retirement and Medicare-related opportunities.
  • Schedule consultations between prospective members and licensed insurance agents.
  • Help members understand key healthcare terminology and retirement-related insurance concepts.
  • Provide exceptional service while maintaining a consultative and empathetic approach.
  • Retirement Transition Coordination
  • Guide individuals through retirement healthcare planning milestones.
  • Assist members in preparing for Medicare Initial Enrollment Periods (IEP), Special Enrollment Periods (SEP), and Annual Enrollment Period (AEP) activities.
  • Coordinate follow-up activities to ensure members receive timely information and support.
  • Track member interactions and maintain accurate records throughout the retirement transition journey.
  • Identify potential gaps in coverage and connect members with appropriate licensed professionals.
  • Relationship Management
  • Build strong relationships with prospective and existing members.
  • Establish trust through proactive communication and responsive service.
  • Collaborate with insurance agents and sales teams to ensure a positive membership.
  • Follow up on member inquiries, questions, and service requests.
  • Support member retention initiatives through ongoing engagement and education.
  • Administrative & Operational Support
  • Maintain accurate member records within CRM and enrollment systems.
  • Document all member interactions according to company compliance standards.
  • Coordinate appointments, educational events, webinars, and retirement planning workshops.
  • Generate reports and track key performance metrics related to member engagement and retention.
  • Assist with special projects and member outreach campaigns.
  • Compliance & Quality
  • Follow Medicare, CMS, HIPAA, and company compliance requirements.
  • Protect confidential member information and ensure proper handling of personal health information.
  • Stay current on Medicare regulations, product updates, enrollment requirements, and industry trends.
  • Ensure all communications are compliant and accurately documented.

Required Qualification:
  • High School Diploma or GED required; associate or bachelor's degree preferred.
  • Minimum 2 years of customer service, healthcare, insurance, retirement services, Medicare, or related experience.
  • Strong communication and interpersonal skills.
  • Excellent organizational and time management abilities.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Proficiency with Microsoft Office products and CRM systems.
  • Strong attention to detail and documentation accuracy.
  • Ability to maintain confidentiality and professionalism.

Preferred Qualifications:
  • Medicare, health insurance, or retirement planning experience.
  • Current or previously held Life and Health Insurance License.
  • Experience working with Medicare Advantage, Medicare Supplement, or Part D plans.
  • Experience supporting insurance agents, brokers, or enrollment teams.
  • Bilingual Spanish/English skills preferred.
  • Familiarity with HIPAA and CMS compliance requirements.

Core Competencies
  • Member Advocacy
  • Customer Service Excellence
  • Retirement Readiness Education
  • Medicare Knowledge
  • Relationship Building
  • Communication Skills
  • Problem Solving
  • Attention to Detail
  • Organization & Time Management
  • Compliance Awareness
  • Team Collaboration

Success Measures
  • Success in this role may be measured by:
  • Member satisfaction and service quality scores
  • Timely completion of retirement outreach activities
  • Appointment conversion and engagement metrics
  • Retention and relationship-building effectiveness
  • Accuracy of member records and documentation
  • Compliance adherence and audit results
  • Successful support of retirement and Medicare enrollment initiatives

About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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