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Retirement Services Representative Jobs (NOW HIRING)

Corebridge Financial, Inc.

... for reporting and representing the team on projects Skills and Qualifications * 3+ years ... Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our ...

Amicis Global

401K Plans Representative

Columbus, OH · On-site

$20 - $22/hr

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 ...

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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 10, 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 Sales Representative

Long Beach, CA • On-site

ADP
Recruiting and Staffing Services • 10K+ employees
Learn more about ADPexternal

Full-time

Retirement, PTO

Re-posted 14 days ago

Job description

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 the opportunity to invest in yourself?
  • Do you want to join a dynamic, inclusive team environment with a culture of collaboration and belonging?

If so, this may be the opportunity for you. Don't just take our word for it... read on and see for yourself!

In this role, you will sell ADP's Retirement Services 401(k) solutions. With a little help from our top-notch sales training, you'll connect with both new and existing clients to sell products that put millions of employees on the road to retirement readiness.

If you prefer doing things the same all the time -- rinse and repeat -- then you may not be a perfect fit for this role. In selling Retirement Solutions, you will find that every sales process is different. You won't sell one product with a standardized price list to the same type of buyer again and again. However, if it excites you to think that each sales process, each client/prospect interaction, and each day will be different, then you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards as you make a name for yourself at ADP. (Hey, you love learning new things and patience is your middle name.) As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training.

Ready to #MakeYourMark? Apply now!

To learn more about Sales at ADP, watch here: http://adp.careers/Sales_Videos

What you'll do: Responsibilities

  • Grow Our Business While Growing Yours. You will work independently and collaboratively as part of various teams within your assigned geography to close sales, win business, and reach sales goals.
  • Turn Prospects into Loyal Clients and Raving Fans. You will implement a sales strategy targeted to decision-makers and business owners to build a network and capture new business.
  • Deepen Relationships Across the ADP Family. In addition to selling Retirement Services solutions, you will strategically cultivate additional business within existing accounts. But it's not all business; you will make life-long friendships here.
  • Collaborate Daily. You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards.

TO SUCCEED IN THIS ROLE: Required Qualifications

  • Proven Winner. You have an impressive track record (2+ years) of outside business-to-business sales experience including prospecting and territory management.
  • Positive Self-Starter. You have an upbeat, persistent style and the ability to cold call, manage your time well, and can present your ideas in a clear professional manner on paper, in-person, and over the phone.
  • Team Player. You can work independently, as well as collaborate with other ADP Sales Associates.
  • Trusted Advisor. You build relationships, live integrity, and deliver on promises...every time.

A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include:

  • Two+ years of quota-carrying, outside business-to-business sales experience
  • 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 have developed and are excited to provide an environment where you can continue to make a meaningful impact.

Bonus points for these: Preferred Qualifications

  • Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licensing is a plus; candidates with great sales acumen will be considered pending appropriate licensing within the first 45 days of employment.

YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:

  • Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
  • Belong by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.
  • Grow your career in an agile, fast-paced environment with plenty of opportunities to progress.
  • Continuously learn. Ongoing training, development, and mentorship opportunities for even the most insatiable learner.
  • Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones.
  • Balance work and life. Resources and flexibility to more easily integrate your work and your life.
  • Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
  • Join a company committed to giving back and generating a lasting, positive impactupon the communities in which we work and live.
  • Get paid to pay it forward. Company-paid time off for volunteering for causes you care about.

What are you waiting for? Apply today!

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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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