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Retirement Service Representative Jobs (NOW HIRING)

TEKsystems

Retirement Services Representative

El Paso, TX

$20.50 - $22.50/hr

Retirement Services OST provides expertise on complex product and service questions about retail ... Ability to work a flexible shift in response to business demand Skills customer service, customer ...

Posted today

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 Aug 3, 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 81% Full Time, 16% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $47,911 per year, or $23 per hour.

Retirement Services Representative (FINRA LICENSING REQUIRED)

ADP

Louisville, KY • On-site

Full-time

Retirement

Posted 5 days ago

Job description

Retirement Services Representative (401k)

Position Summary:

The Retirement Services Representative is a licensed Retirement professional responsible for providing exceptional service to the employees of ADP Retirement Service's clients. They are the primary point of contact for employees and proactively drive employee education by raising awareness of the various tools and resources made available to employees for their retirement and financial planning. Educates employees on plan benefits, plan resources, financial wellness, investment company products, and also assist employees with individual account transactions. The Retirement Services Representative must be capable of communicating with employees at all levels within the organizations Retirement Services supports. As the Retirement Services Representative frequently discusses and educates on investment company products and processes financial transactions,they are required to successfully obtain and maintain their series 6 and 63 FINRA securities licenses.

Job Responsibilities:

  • Educates employees on account information, plan benefits, plan resources and tools such as Financial Wellness, Mobile, Retirement Savings Calculator, and Investment Product information enabling employees to make informed financial and investment decisions.
  • Firm understanding and education on mutual funds, rates or return, personal rates or return, market timing restrictions, self-directed brokerage accounts on enrollment calls and
    any investment related calls enabling employees to make informed financial and investment decisions.
  • Educate employees on distribution options available to them when transitioning employers or commencing retirement, and presents the American Century Investments Rollover option to employees of eligible plans. Assist employees with support for incoming rollovers into ADP plans.
  • Drive high levels of employee satisfaction through exceptional call quality interactions, leading to stronger employee satisfaction and client retention.
  • Maintain full working knowledge of desktop tools such as CRM system, Plan Sponsor and Participant website, Simplicity, and workflow system.
  • Proactively troubleshoot and probe to resolve employee issues, again requiring full working knowledge of the recordkeeping platform and business processes that support it.
  • Adhere to daily schedule and support high call volumes of inbound calls. Flexibility to maintain increase of daily phone time during peak times (which can be unplanned and impacted by market fluctuations).
  • Educate employees on distribution options available to them when transitioning employers or commencing retirement rollover option to employees of eligible plans. Assist employees with support for incoming rollovers into ADP plans.
  • Participate in task forces, strategic initiatives, stretch assignments and collaboration opportunities with other business units as needed.

Job Requirements:

  • FINRA Series 6 and 63 securities licenses and Securities Industry Essentials(can be obtained after being hired into the role)
  • 1+ year of Client Service/Customer Service or Finance/Banking experience
  • Strong and proven communication skills
  • You must be available to work an 8 hour shift between the hours of 8am - 9pm EST

A college degree is great but not required. What is more important is having the skills to do the job. Other acceptable experiences could include:

Experience noted above, OR

Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you developed and are excited to provide an environment where you can continue to make a meaningful impact.

Preferred Qualifications:Preference will be given to candidates who have the following:

  • Bachelor's degree preferred, or equivalent of experience and education
  • FINRA Series 6 and 63 securities licenses and Securities Industry Essentials
  • This is a non-exempt/hourly position, willingness to work overtime and varied day-time shifts will be necessary.
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About ADP

Sourced by ZipRecruiter

We're designing a better way to work, so you can achieve what you're working for. Consistently named one of the 'Most Admired Companies' by FORTUNE® Magazine, and recognized by DiversityInc® as one of the 'Top 50 Companies for Diversity,' ADP works with more than 740,000 organizations across the globe to help their people work smarter, embrace new challenges, and unleash their talent. "Always Designing for People" means we're creating platforms that will transform how great work gets done, so together we can unlock a world of opportunity.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

Roseland, NJ, US

Year founded

1949

Social media

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