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Retirement Representative Jobs (NOW HIRING)

Mutual of America

Retirement Plan Specialist

Atlanta, GA · On-site +1

$65K - $85K/yr

The Retirement Plan Specialist will represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory with an emphasis on soliciting new ...

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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 Plan Specialist

Mutual of America Financial Group

Boston, MA • Hybrid

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 28 days ago

Job description

 Mutual of America Financial Group

Job Title: Retirement Plan Specialist

Location: Providence, RI (hybrid)

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 financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Retirement Plan Specialist will represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory with an emphasis on soliciting new group takeover plans and cross selling other products. The Retirement Plan Specialist will report into the Regional Vice President and join a dedicated team of Retirement Plan Specialist who are full of energy, enthusiasm, and are highly driven to succeed.

Responsibilities:

  • Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.
  • Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals.
  • Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities.

Required Qualifications:

  • 0-2 years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
  • Driven to make outbound cold calls into prospective clients
  • Ability to effectively communicate
  • Strategic thinker who can work independently
  • Strong Relationship management building skills
  • Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
  • Valid driver’s license

Preferred Qualifications:

  • Bachelor’s degree
  • Demonstrated cold calling sales ability
  • Knowledge of retirement products (401k and 403b plans)

What we offer you:

  • Competitive base salary
  • Quarterly uncapped commission structure
  • 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 quarterly commissions (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.

    Apply