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Retirement Service Representative Jobs (NOW HIRING)

ADP

Retirement Services Sales Representative

Troy, MI · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your ... We're here to provide exceptional service to our clients, and none of that happens without each of ...

ADP

Retirement Services Sales Representative

Tempe, AZ · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your ... We're here to provide exceptional service to our clients, and none of that happens without each of ...

ADP

Retirement Services Sales Representative

Folsom, CA · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your ... We're here to provide exceptional service to our clients, and none of that happens without each of ...

ADP

Retirement Services Sales Representative

Troy, MI · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your ... We're here to provide exceptional service to our clients, and none of that happens without each of ...

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Retirement Service Representative information

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How much do retirement service representative jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for retirement service representative in the United States is $23.03, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $27.40 per hour, depending on experience, location, and employer.

What are some common challenges faced by Retirement Service Representatives, and how can they be managed?

Retirement Service Representatives often encounter challenges such as handling complex account inquiries, explaining intricate retirement plan details, and managing high call volumes, especially during enrollment or tax seasons. Success in this role requires strong communication skills, patience, and the ability to simplify complex topics for clients. Building expertise in retirement products and staying current on regulatory changes can help representatives provide accurate, confident support. Team collaboration is also key, as sharing knowledge and best practices with colleagues helps resolve unique client situations more efficiently.

What is the $1000 a month rule for retirement?

The $1,000 a month rule in retirement planning generally refers to the guideline that retirees should aim to withdraw no more than $1,000 per month from their savings to ensure their funds last for a desired period. Retirement Service Representatives may advise clients on withdrawal strategies, budgeting, and managing retirement accounts to meet such goals.

What's a good side hustle for a retired person?

A Retirement Service Representative can consider side hustles such as consulting, freelance customer service, or remote administrative work, which often require strong communication skills and familiarity with office software. These roles typically offer flexible schedules suitable for retirees seeking additional income or engagement.

How can I make 2000 a week working from home?

A Retirement Service Representative can potentially earn $2,000 a week by handling high-volume client calls, providing excellent customer service, and working full-time hours. Developing strong communication skills, familiarity with retirement plans, and using remote work tools can help increase earning potential, especially in roles with commission or performance-based incentives.

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

To thrive as a Retirement Service Representative, you need a solid understanding of retirement plans (such as 401(k) and IRA), financial regulations, and strong customer service skills, often supported by a bachelor's degree in finance or a related field. Familiarity with retirement plan administration systems, CRM software, and sometimes FINRA Series 6/63 or similar certifications is typically required. Exceptional communication, problem-solving abilities, and attention to detail help representatives effectively guide clients through complex retirement processes. These skills are crucial for ensuring regulatory compliance, client satisfaction, and accurate plan management.

What jobs pay 4000 a week without a degree?

Retirement Service Representatives typically do not earn $4,000 weekly without specialized experience or advanced skills. High-paying roles that can reach this level without a degree often include sales positions, certain real estate or insurance agents, and skilled trades like commercial drivers or technicians, which may require certifications but not necessarily a college degree. These roles often involve commission, bonuses, or overtime to achieve higher weekly earnings.

What are Retirement Service Representatives?

Retirement Service Representatives are professionals who assist clients with their retirement accounts, such as 401(k)s and IRAs. They help individuals understand their plan options, process transactions like rollovers or distributions, and answer questions about account features and regulations. These representatives often work for financial institutions or retirement plan administrators, acting as a key point of contact for plan participants. Their goal is to provide accurate information and support to help clients make informed decisions about their retirement savings.
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Retirement Service Representative jobs near you
Infographic showing various Retirement Service Representative job openings in the United States as of July 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 73% Physical, 1% Hybrid, and 26% Remote job distribution, with an average salary of $47,911 per year, or $23 per hour.

Retirement Services Representative

Amicis Global

Columbus, OH • On-site

$20 - $22/hr

Contractor

Re-posted 5 days ago

Job description

Title: Retirement Services Representative
Location: Columbus, OH
Duration: 12 Months
 
Job Summary:
  • The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and retirement account support to Brokerage financial advisors and branch employees.
  • The team responds to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax.
  • The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.
Primary Responsibilities:
  • Establish and maintain effective relationships in order to deliver world-class service to our clients.
  • Handle incoming phone calls from financial advisors and branch employees related to Retirement Services.
  • Utilize various internal and external resources and tools to provide information and resolve issues.
  • Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.
  • Meet team and department service goals as established by by Brokerage Service Network (MSSN)management.
Skills required:
  • Attention to detail.
  • Ability to multi-task and manage time effectively.
  • Ability to establish and maintain positive client relationships.
  • Ability to diagnose and solve problems creatively.
  • Ability to recognize and diffuse potential issues and/or difficult interactions.
  • Excellent communication (written and oral) and listening skills.
  • Desire and ability to learn quickly and apply knowledge to various situations 
Education:
  • Bachelor's degree or minimum 2 years of financial industry experience.
Skills desired:
  • Experience related to retirement products is preferred, but not required.
  • Current or past Series 7 preferred, but not required.
  • Bachelor's degree preferred but not required.