ZipRecruiter

Log In

1

Retirement Service Representative Jobs (NOW HIRING)

clh

Patient Service Representative

Valencia, PA · On-site

$16.75 - $21.50/hr

Unparalleled 403(b) Retirement Savings Plan * Generous paid-time off QUALIFICATIONS for the Patient Service Representative position: * High School education or equivalent * Two years' experience in ...

next page

Showing results 1-20

All JobsRetirement Service Representative Jobs

Retirement Service Representative information

See salary details

$12

$23

$39

How much do retirement service representative jobs pay per hour?

As of Jun 17, 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 jobs pay 10,000 a month without a degree?

A Retirement Service Representative typically earns less than $10,000 monthly, but some high-paying roles without a degree include sales managers, real estate brokers, or skilled trades like electricians and plumbers, which can reach or exceed that income level with experience. These jobs often require strong communication skills, certifications, or apprenticeships rather than formal degrees.

What is the $1000 a month rule for retirement?

The $1,000 a month rule is a guideline used in retirement planning to estimate the amount of savings needed to generate a $1,000 monthly income, often through withdrawals or investments. Retirement Service Representatives may advise clients on how to meet this goal based on their savings, investment returns, and withdrawal strategies.

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.

Is it hard for a 62 year old to get a job?

Age can influence hiring for a Retirement Service Representative, but many employers value experience and customer service skills regardless of age. Older applicants often bring strong communication and problem-solving abilities, which are important in this role. Success depends on individual qualifications, adaptability, and the job market conditions.

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 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.
More about Retirement Service Representative jobs
What cities are hiring for Retirement Service Representative jobs? Cities with the most Retirement Service Representative job openings:
What states have the most Retirement Service Representative jobs? States with the most job openings for Retirement Service Representative jobs include:
What job categories do people searching Retirement Service Representative jobs look for? The top searched job categories for Retirement Service Representative jobs are:
Retirement Service Representative jobs near you
Infographic showing various Retirement Service Representative job openings in the United States as of June 2026, with employment types broken down into 80% Full Time, and 20% Contract. Highlights an 100% In-person job distribution, with an average salary of $47,911 per year, or $23 per hour.
Retirement Services Analyst I

Retirement Services Analyst I

Building Service 32BJ Benefit Funds

Manhattan, NY • On-site

$61K - $64K/yr

Full-time

Posted 18 days ago

Job description

Job Title: Retirement Services Analyst I

Labor Grade: 7

Department: Retirement Services

Reports To: Supervisor, Retirement Services

FLSA Status: Non-Exempt (Local 153)

Salary Range: As established by contract

Posting Date: 5/10/21

Position Summary: Under the supervision of the Retirement Services Supervisor, the Analyst I is responsible for determining pension eligibility and for processing all pension applications and death benefit claims in compliance with Plan documents and the law. These applications are inclusive of, but may not be limited to: retirement, death, and disability for all plans.

Essential Duties and Responsibilities:

  • Determine pension eligibility in compliance with plan documents for members, spouses and beneficiaries.
  • Analyze applications for completeness and accuracy; draft follow-up correspondence as needed; maintain file while application is in process.
  • Process pension and death benefit applications in a timely and accurate manner.
  • Required minimum distribution calculations
  • Review “prior service” record and conduct research of work history as necessary.
  • Supporting all batch application processes, including the review of calculations and applications
  • Test system updates.
  • Complete standardized and one-off written communications.
  • All banking transactions including, stop/reissue of pension payments, , reclaims and reconciliations.
  • Process ACH transfers
  • Corrections to overpayment and underpayment issues
  • Special projects as assigned by management.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required.

Technical Skills:

• Detailed Knowledge of pension calculations.

• Ability to prioritize work and meet deadlines.

• High level of proficiency on Microsoft office programs, including Word and Excel.

• Very strong math, analytical, problem solving and decisions-making skills.

• Excellent organizational and prioritizing skills.

• Detailed oriented with strong ability to multitask.

Interpersonal Skills:

• Strong oral and written interpersonal skills.

• Demonstrated customer service orientation.

• Ability to work both independently and as a team player.

• Ability to effectively operate in a fast -paced work environment.

Education and/or Experience: College graduate. Experience with pension administration preferred.

Reasoning Ability: High

Certificates, Licenses, Registrations: None