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Retirement Services Representative Jobs (NOW HIRING)

ADP

Retirement Services Sales Representative

Folsom, CA · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your financial future with unlimited upside earnings potential? * Are you looking for continuous learning and ...

ADP

Retirement Services Sales Representative

Folsom, CA · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your financial future with unlimited upside earnings potential? * Are you looking for continuous learning and ...

ADP

Retirement Services Sales Representative

Miami, FL · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your financial future with unlimited upside earnings potential? * Are you looking for continuous learning and ...

ADP

Retirement Services Sales Representative

Miami, FL · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your financial future with unlimited upside earnings potential? * Are you looking for continuous learning and ...

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Retirement Services Representative information

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How much do retirement services representative jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for retirement services representative in the United States is $15.91, according to ZipRecruiter salary data. Most workers in this role earn between $12.02 and $18.99 per hour, depending on experience, location, and employer.

What is a retirement services representative?

Retirement Services Representatives are professionals who assist clients with managing and understanding their retirement plans, such as 401(k)s, IRAs, and pension plans. They answer questions about plan features, help with account transactions, provide education on retirement planning, and ensure compliance with regulations. Their goal is to support individuals and employers in making informed decisions about saving for retirement and maximizing their retirement benefits.

What are the key skills and qualifications needed to thrive as a retirement services representative?

A Retirement Services Representative should have strong knowledge of retirement plans (such as 401(k) and IRA), financial regulations, and customer service, typically supported by a degree in finance or a related field. Familiarity with recordkeeping systems, financial software, and relevant certifications like FINRA Series 6 or 63 is often required. Excellent communication, problem-solving abilities, and attention to detail help build trust and guide clients through complex retirement options. These skills are crucial for ensuring regulatory compliance, delivering accurate plan information, and fostering client satisfaction.

What are some common challenges faced by retirement services representatives when assisting clients with retirement plans?

Retirement Services Representatives often encounter challenges such as explaining complex retirement plan options and compliance regulations to clients who may have varying levels of financial literacy. Additionally, they must stay current with evolving laws and plan features, which requires ongoing learning. Representatives also handle sensitive financial information, so building trust and maintaining confidentiality is crucial. Balancing high call volumes or multiple client accounts effectively is another common challenge, often requiring strong organizational and communication skills.

What is the difference between Retirement Services Representative vs Retirement Plan Specialist?

AspectRetirement Services RepresentativeRetirement Plan Specialist
CredentialsTypically requires FINRA licenses, customer service experienceOften requires certifications like CFP, actuarial or financial planning credentials
Work EnvironmentCustomer service centers, financial institutions, call centersFinancial advisory firms, consulting firms, corporate HR departments
Employer & Industry UsageBanking, insurance, retirement plan providersFinancial advisory, consulting, corporate benefits departments
Search & Comparison IntentUnderstanding customer support roles in retirement servicesUnderstanding specialized retirement planning and consulting roles

The main difference is that Retirement Services Representatives focus on customer support and account management within retirement plans, often requiring licensing and customer service skills. Retirement Plan Specialists typically provide expert advice on retirement planning, often holding advanced certifications and working in advisory or consulting roles. Both roles are essential in the retirement industry but serve different functions based on expertise and responsibilities.

What cities are hiring for Retirement Services Representative jobs?

Cities with the most Retirement Services Representative job openings:

Who are the top companies hiring for Retirement Services Representative jobs?

The top employers for Retirement Services Representative jobs are:

What are popular job titles related to Retirement Services Representative jobs?

For Retirement Services Representative jobs, the most frequently searched job titles are:

Retirement Services Representative jobs near you

Retirement Services Representative

Columbus, OH • On-site

Amicis Global
See more jobs at Amicis Globalexternal

$20 - $22/hr

Contractor

Re-posted 3 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.