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Retirement Service Representative Jobs (NOW HIRING)

TCWGlobal

Customer Service Representative

Brainerd, MN · On-site

$18 - $20/hr

Customer Service Representative W2 Contract to Hire Brainerd, MN $18-20/hr Are you a detailoriented ... Develop a working knowledge of all Retirement Plan Services product offerings, including paper and ...

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Retirement Service Representative information

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$12

$23

$39

How much do retirement service representative jobs pay per hour?

As of Aug 24, 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 is a retirement service representative?

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.

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 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.
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Retirement Service Representative jobs near you
Infographic showing various Retirement Service Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $47,911 per year, or $23 per hour.

Retirement Representative

GLP & ASSOCIATES INC

Farmington, MI • On-site

$30K - $120K/yr

Full-time

Re-posted 14 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.