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Retirement Representative Jobs (NOW HIRING)

LPL Financial

Retirement Consultant

Fort Mill, SC · Remote

  • Medical

  • Retirement

  • PTO

Represent Retirement Partners at flagship enterprise events, including LPL Focus, regional workshops, and retirement industry conferences. * Act as an internal liaison across Product, Compliance, and ...

LPL Financial

Retirement Consultant

Fort Mill, SC · On-site

  • Medical

  • Retirement

  • PTO

Represent Retirement Partners at flagship enterprise events, including LPL Focus, regional workshops, and retirement industry conferences. * Act as an internal liaison across Product, Compliance, and ...

Icmarc

Retirement Plans Specialist

$84K - $127K/yr

  • Medical

  • Retirement

Represent MissionSquare at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees * Perform other duties as assigned. If you have ...

Capital Group

Retirement Plan Services Representative

Carmel, IN · On-site

$45K - $73K/yr

  • Medical

  • Life

  • Retirement

Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Retirement Plan Services Representative at Capital Group." As one of ...

Paychex

Inside Sales Representative - Retirement

Phoenix, AZ · On-site +1

  • Medical

  • Retirement

  • PTO

Overview Retirement Inside Sales Representatives are responsible for prospecting clients remotely and managing the entire sales cycle from within a designated Paychex Inside Sales Hub. They engage ...

Paychex

Inside Sales Representative - Retirement

Irving, TX · On-site +1

  • Medical

  • Retirement

  • PTO

Overview Retirement Inside Sales Representatives are responsible for prospecting clients remotely and managing the entire sales cycle from within a designated Paychex Inside Sales Hub. They engage ...

AHRC Nassau

Retirement Plans Administrator

Plainview, NY · On-site

$80K - $90K/yr

  • Retirement

The physical and environmental requirements described above are representative of those necessary ... Knowledge of retirement benefits and general human resources regulations and laws required.

Paychex

Inside Sales Representative - Retirement

Irving, TX · On-site

  • Medical

  • Retirement

  • PTO

Overview Retirement Inside Sales Representatives are responsible for prospecting clients remotely and managing the entire sales cycle from within a designated Paychex Inside Sales Hub. They engage ...

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Retirement Representative information

See salary details

$24.5K

$44.2K

$77K

How much do retirement representative jobs pay per year?

As of Aug 19, 2026, the average yearly pay for retirement 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 retirement representative do?

A Retirement Representative assists clients with their retirement planning and benefits. They provide information about retirement savings options, help clients understand their pension or 401(k) plans, and guide them through the process of initiating or managing retirement accounts. Their role often includes explaining plan features, answering questions about distributions or withdrawals, and ensuring clients are informed about their options for a secure retirement.

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

To thrive as a Retirement Representative, you need a solid understanding of retirement plans, financial products, and relevant regulations, typically supported by a bachelor’s degree in finance or a related field. Familiarity with financial planning software, CRM systems, and, in some cases, FINRA Series 6 or 7 certifications is commonly required. Excellent interpersonal skills, active listening, and clear communication are crucial soft skills for building trust and guiding clients through complex decisions. These abilities ensure clients receive accurate advice, feel supported during retirement planning, and foster long-term relationships for organizational success.

What are some common challenges retirement representatives face when guiding clients through retirement planning?

Retirement Representatives often encounter challenges such as helping clients understand complex retirement plan options and addressing concerns about long-term financial security. They must tailor advice to diverse needs, balancing risk tolerance, timelines, and investment preferences. Additionally, representatives regularly navigate regulatory changes and ensure clients remain compliant with relevant laws. Strong communication and empathy are essential for building trust and effectively supporting clients through these important decisions.

What is the difference between Retirement Representative vs Customer Service Representative?

AspectRetirement RepresentativeCustomer Service Representative
Required credentialsHigh school diploma; some roles may prefer financial certificationsHigh school diploma or equivalent
Work environmentFinancial institutions, retirement plan providersVarious industries, call centers, retail
Employer usageFinancial and retirement companiesBroad industry use
Common search intentRetirement plan assistance, benefits infoGeneral customer support, inquiries

Retirement Representatives primarily focus on assisting clients with retirement plans and benefits within financial institutions, requiring some financial knowledge. Customer Service Representatives handle a wider range of customer inquiries across industries, often with less specialized financial training. While both roles involve client interaction, Retirement Representatives specialize in retirement-related services, making their skills more targeted for those interested in financial planning and retirement benefits.

What cities are hiring for Retirement Representative jobs?

Cities with the most Retirement Representative job openings:

What job categories do people searching Retirement Representative jobs look for?

The top searched job categories for Retirement Representative jobs are:

Retirement Representative jobs near you
Infographic showing various Retirement Representative 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 $44,219 per year, or $21.3 per hour.

Retirement Representative

GLP & ASSOCIATES INC

Farmington, MI • On-site

$30K - $120K/yr

Full-time

Re-posted 9 days ago

Job description

Job description

GLP’s Mission: Helping people take care of themselves financially so they can take care of others

GLP’s Vision: Making it as easy as possible to do the right things for our client’s financial futures

Fifty years ago, the GLP family of companies was founded with one purpose: to support clients with the knowledge and resources they need to achieve their financial goals. When you partner with the GLP family of companies, you’re entering into a long-term relationship. Where knowledge is power, and it is our commitment to client education that we believe has allowed us to become the largest independent provider of retirement services in the public educator marketplace today. Through our proprietary products, we’re equipped to help anyone achieve their financial goals.
Why GLP is Different

  • Places to go, People to see
  • Residual Income
  • Build your own business
  • Ongoing training and support
  • Recession proof industry
  • Bonus opportunities
The Value You Deliver

  • Building relationships
  • Meeting face to face with clients to find the proper solutions for their financial future
  • Becoming a resource that our clients can trust and rely on to fulfill their financial goals
The Purpose of Your Role

  • Educating clients on their financial obstacles
  • Providing financial guidance for our educator’s retirement
  • Client relationships for a lifetime
GLP’s Comprehensive Training Program

  • Our training and support is designed for anyone to succeed
  • Our training provides you with the knowledge, skills, and tools to become successful
  • Classroom and field training
The Expertise We Are Looking For

  • Motivated Individuals
  • People looking to change the lives of others
  • People who want to achieve financial freedom
Job Types: Full-time, Part-time, Contract
Pay: $30,000.00 - $120,000.00 per year
Benefits:
  • Flexible schedule
  • Paid training
License/Certification:
  • Insurance Producer License (Preferred)
Work Location: Hybrid remote in Farmington, MI 48336

Flexible work from home options available.