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Retirement Service Representative Jobs (NOW HIRING)

ST. JOSAPHAT PARISH

Customer Service Rep

Newark, NJ · On-site

$16.75 - $22.75/hr

The CSR will report to the Director of Customer Care. * The position is based on a 40 hour work ... Retirement Plan with company match Paid Time Off (PTO) Vacation, Personal and Sick Days

Continuum Services

Customer Service Representative

Detroit, MI · On-site

$15.75 - $21.50/hr

Customer Service Representative Job Summary: We are seeking a detail-oriented and organized ... Comprehensive benefits package including health, dental, and vision insurance. * 401(k) retirement ...

Continuum Services

Customer Service Representative

Detroit, MI · On-site

$15.75 - $21.50/hr

Customer Service Representative Job Summary: We are seeking a detail-oriented and organized ... Comprehensive benefits package including health, dental, and vision insurance. * 401(k) retirement ...

Staffmark Group

Customer Service Representative

Clover, SC · On-site

$18 - $19/hr

Now hiring for a Customer Service Representative | Direct Hire Opportunity Location: Clover, SC Pay ... Life and disability insurance options * 401(k) retirement savings plan * Paid time off to support ...

Bing Recruitment

CSR

Patchogue, NY · Hybrid

$65K - $90K/yr

Customer Service Representative (CSR) - Insurance Location: Patchogue, NY (On-site preferred ... · 401(k) retirement plan · Paid Time Off (PTO) and paid holidays · Career advancement ...

PrideStaff

Customer Service Representative

Phoenix, AZ · On-site

$17 - $23/hr

Customer Service Representative - Call Center Shift/Hours: Monday - Friday, 1st Shift Pay Range ... Retirement Plan Holiday Pay Join Us. Company Description PrideStaff wants you to Succeed! We have ...

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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 14, 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.
Customer Service Representative

Customer Service Representative

Security Federal Bank

Lexington, SC • On-site

$13.75 - $18.50/hr

Other

Re-posted 6 days ago

Job description

Description

The Customer Support Representative seeks to deliver excellent customer experience while performing a wide range of duties including opening, modifying and closing savings accounts, demand deposit accounts, money markets and certificates of deposit.  CSR's extend offers of credit to qualified borrowers and process loans including personal lines of credit, revolving credit and installment loans.  CSR's also assist customers with daily needs such as account research and reconciliation, check orders, safety deposit box services, wire transfers, digital banking and debit card services while seeking opportunities to deepen customer relationships and identifying other ways the Bank can serve their financial needs.  CSR's may refer customers to specialists for Financial Counseling, Business Services, Mortgage and Real Estate Loans, Health Savings accounts, Individual Retirement Accounts, Insurance and Trust Services.

As needed, the CSR will also serve as a vault custodian and provide teller services behind the cash line.  


Requirements

 Desired Education Work History and Lifestyle:

  • High school diploma or equivalent, with preference for higher degree(s)
  • Steady job history with evidence of advancement
  • Prior customer service or sales experience
  • Prior bank experience preferred, but not required
  • Good credit and sound management of personal finance
  • Professional dress and demeanor
  • Community engagement and service

Desired Skills and Attributes:

  • Integrity, trustworthiness, and respect for confidentiality
  • Excellent interpersonal communication and presentation skills
  • Strong computer skills
  • Acute analytical and problem-solving abilities
  • A "team" attitude and desire to work with others to provide innovative solutions
  • Ability to multi-task
  • Ability to speak Spanish preferred for some locations

Bi-lingual experience a plus.

This is a 7-day banking branch so extended evening hours and rotating weekend work is required.  EEO.

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