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Retirement Manager Jobs in Corpus Christi, TX (NOW HIRING)

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Retirement Manager information

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

To thrive as a Retirement Manager, you need expertise in retirement planning, financial analysis, and regulatory compliance, typically supported by a degree in finance or business and relevant experience. Familiarity with retirement plan administration software, compliance systems, and certifications such as CRPS or CEBS is highly valued. Exceptional interpersonal skills, attention to detail, and the ability to communicate complex concepts clearly help Retirement Managers build strong client relationships and trust. These skills ensure effective plan management, regulatory adherence, and positive financial outcomes for clients.

What are some common challenges faced by a Retirement Manager, and how can they be addressed?

Retirement Managers often encounter challenges such as navigating complex and ever-changing regulations, managing diverse retirement plan offerings, and effectively communicating plan options to employees. Staying current with compliance requirements and collaborating closely with legal and HR teams is crucial. Additionally, developing clear communication materials and hosting informational sessions can help address participant questions and ensure employees make informed decisions about their retirement benefits.

What are Retirement Managers?

Retirement Managers are professionals who help individuals and organizations plan, manage, and oversee retirement plans and savings. They provide guidance on retirement strategy, investment options, and regulatory compliance to ensure clients achieve their financial goals for retirement. Retirement Managers may work for financial institutions, corporations, or as independent advisors, and they often assist with pension plans, 401(k)s, IRAs, and other retirement accounts. Their expertise helps clients maximize their retirement income and navigate complex retirement regulations.

What is the difference between Retirement Manager vs Retirement Advisor?

AspectRetirement ManagerRetirement Advisor
CredentialsCertifications like CFP, CFA, or CFP®CFP, ChFC, or similar financial planning certifications
Work EnvironmentFinancial institutions, retirement plan providersFinancial advisory firms, independent practices
Employer & IndustryEmployers managing retirement plans or fundsClients seeking retirement planning advice

While both roles focus on retirement planning, Retirement Managers typically oversee retirement funds and plan operations within organizations, ensuring compliance and fund management. Retirement Advisors primarily work directly with clients, providing personalized retirement planning and investment advice. Understanding these differences helps individuals choose the right professional for their retirement needs.

What are the most commonly searched types of Retirement jobs in Corpus Christi, TX? The most popular types of Retirement jobs in Corpus Christi, TX are:
What job categories do people searching Retirement Manager jobs in Corpus Christi, TX look for? The top searched job categories for Retirement Manager jobs in Corpus Christi, TX are:
What cities near Corpus Christi, TX are hiring for Retirement Manager jobs? Cities near Corpus Christi, TX with the most Retirement Manager job openings:
Retirement Manager jobs near you

Annuity Producer / Retirement Income Specialist

DLP Insurnace Solutions

Corpus Christi, TX • On-site

$100K - $140K/yr

Full-time

Retirement, PTO

Posted 5 days ago

Job description

We're a growing insurance agency with a strong Medicare book of business and a steady pipeline of clients in or approaching retirement who need help protecting and growing their nest egg. We've built our reputation on education-first client relationships, and our Medicare agents consistently uncover opportunities to help clients with retirement income planning through annuities.


Until now, we've referred this business out. We're bringing it in-house and we're looking for the right person to own this opportunity. Whoever steps into this role inherits a warm, pre-qualified lead source from day one. No cold calling. No buying leads. No prospecting from scratch.


You'll be the agency's go-to expert on annuities, helping retirees and pre-retirees understand how fixed and fixed indexed annuities can fit into their retirement income strategy. You'll work one-on-one with clients referred by our Medicare agents and partner network, and you'll be the face of our educational programs leading webinars, in-person seminars, and community workshops.


This is not a high-pressure cold-sales role. Our clients trust us because we lead with education. We need someone who can do the same.


Compensation: Base salary plus commission. First-year earning potential of $100,000$140,000+, with top performers exceeding $150,000. No prospecting costs leads, marketing, seminar logistics, and CRM are all agency-funded.


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Hands on Training


Responsibilities

Meet with pre-qualified clients referred internally to assess retirement income needs and recommend appropriate annuity solutions


Deliver clear, compelling one-on-one presentations to clients and family members


Host educational webinars and in-person seminars for prospects and existing clients


Build long-term client relationships and serve as their trusted advisor for retirement planning


Coordinate closely with the referring Medicare agent or partner on each case to ensure a smooth client experience


Maintain accurate records in our CRM and complete all carrier paperwork promptly and correctly


Stay current on annuity products, carrier offerings, suitability requirements, and relevant regulatory changes


Work assigned leads thoroughly and follow up consistently every lead is valuable


Hit an annual production target of $5M+ in annuity premium placed


Participate in ongoing training and contribute to a culture of continuous learning


Represent the agency professionally at all client meetings, seminars, and community events


Requirements

Required:


  • Active life insurance license (or willingness to obtain within 30 days of hire)
  • Strong presentation and public speaking skills comfortable in front of a room
  • Excellent written and verbal communication; able to explain complex financial concepts simply
  • High integrity and a client-first mindset
  • Sharp, curious, and coachable willing to deeply learn annuity products and retirement planning concepts
  • Reliable and self-directed strong follow-through on every lead and every commitment
  • Proficient with technology: CRM systems, video conferencing platforms, Microsoft Office
  • Professional demeanor suitable for working with retirees and pre-retirees
  • Ability to work full-time, in-office or hybrid as required
  • Reliable transportation for occasional in-person client meetings and seminars