As a Senior Retirement Specialist, you'll drive sales, provide education and deliver service for plan participants. You will develop, manage and retain relationships with participants and have ...
As a Senior Retirement Specialist, you'll drive sales, provide education and deliver service for plan participants. You will develop, manage and retain relationships with participants and have ...
As a Senior Retirement Specialist, you'll drive sales, provide education and deliver service for plan participants. You will develop, manage and retain relationships with participants and have ...
As a Senior Retirement Specialist, you'll drive sales, provide education and deliver service for plan participants. You will develop, manage and retain relationships with participants and have ...
Minimum of 7 years' experience in retirement services industry or related field is preferred * Minimum of 5 years' prior experience with direct client/client equivalent relationships within a ...
Minimum of 7 years' experience in retirement services industry or related field is preferred * Minimum of 5 years' prior experience with direct client/client equivalent relationships within a ...
Retirement Specialist
Indianapolis, IN · On-site
$20 - $20.50/hr
Process retirement benefit calculations and recalculations based on updated member information ... Handle simple service credit inquiries. * Process plan-to-plan service transfers. * Conduct initial ...
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Retirement Specialist
Indianapolis, IN · On-site
$20 - $20.50/hr
Process retirement benefit calculations and recalculations based on updated member information ... Handle simple service credit inquiries. * Process plan-to-plan service transfers. * Conduct initial ...
Retirement Plan Consultant
Carmel, IN · On-site
Established in 2023, Shepherd Plan Partners is our most recent service expansion, created to enhance the quality of care we provide to our unbundled retirement plan clients. Shepherd Plan Partners is ...
Retirement Plan Consultant
Carmel, IN · On-site
Established in 2023, Shepherd Plan Partners is our most recent service expansion, created to enhance the quality of care we provide to our unbundled retirement plan clients. Shepherd Plan Partners is ...
... retirement needs and situations. In this role, you will assess clients' financial needs, provide life and health insurance recommendations, and deliver exceptional customer service. This role is not ...
Quick apply
... retirement needs and situations. In this role, you will assess clients' financial needs, provide life and health insurance recommendations, and deliver exceptional customer service. This role is not ...
... retirement needs and situations. In this role, you will assess clients' financial needs, provide life and health insurance recommendations, and deliver exceptional customer service. This role is not ...
... retirement needs and situations. In this role, you will assess clients' financial needs, provide life and health insurance recommendations, and deliver exceptional customer service. This role is not ...
Financial Services Representative (retirement planning)
Carmel, IN · On-site
$85K - $100K/yr
... retirement needs and situations. In this role, you will assess clients' financial needs, provide life and health insurance recommendations, and deliver exceptional customer service. This role is not ...
Financial Services Representative (retirement planning)
Carmel, IN · On-site
$85K - $100K/yr
... retirement needs and situations. In this role, you will assess clients' financial needs, provide life and health insurance recommendations, and deliver exceptional customer service. This role is not ...
Vice President & Manager - Retirement Plan Services The National Bank of Indianapolis is seeking a Vice President & Manager, Retirement Plan Services to lead the administration, client service, and ...
Vice President & Manager - Retirement Plan Services The National Bank of Indianapolis is seeking a Vice President & Manager, Retirement Plan Services to lead the administration, client service, and ...
The National Bank of Indianapolis is seeking a Vice President & Manager, Retirement Plan Services to lead the administration, client service, and growth of our retirement plan business. This role ...
The National Bank of Indianapolis is seeking a Vice President & Manager, Retirement Plan Services to lead the administration, client service, and growth of our retirement plan business. This role ...
Retirement Community Cook
Bluffton, IN · On-site
$15.50 - $19.25/hr
The cook at Christian Care Retirement Community is responsible for much more than simply preparing ... They need to be observant and proactive, regularly checking work stations and food service areas ...
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Retirement Community Cook
Bluffton, IN · On-site
$15.50 - $19.25/hr
The cook at Christian Care Retirement Community is responsible for much more than simply preparing ... They need to be observant and proactive, regularly checking work stations and food service areas ...
About the Role The Retirement Plan Consultant will provide objective guidance that is aligned with ... Confidential counseling services and resources are available to all employees. * Matching ...
About the Role The Retirement Plan Consultant will provide objective guidance that is aligned with ... Confidential counseling services and resources are available to all employees. * Matching ...
ERISA Retirement Plans, Sr. Specialist
Indianapolis, IN · On-site
$62K - $89K/yr
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. Schwab believes that the provider matters, and we are ...
ERISA Retirement Plans, Sr. Specialist
Indianapolis, IN · On-site
$62K - $89K/yr
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. Schwab believes that the provider matters, and we are ...
Sr. Consultant, Retirement Sales Support
Fort Wayne, IN · Hybrid
$96K - $176K/yr
... services that align with the responsibilities of this position 4 Year/Bachelor's degree or ... retirement plan services. With our 120-year track record of expertise and integrity, millions of ...
Sr. Consultant, Retirement Sales Support
Fort Wayne, IN · Hybrid
$96K - $176K/yr
... services that align with the responsibilities of this position 4 Year/Bachelor's degree or ... retirement plan services. With our 120-year track record of expertise and integrity, millions of ...
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. Schwab believes that the provider matters, and we are ...
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. Schwab believes that the provider matters, and we are ...
Training Consultant- Retirement Plan Services
Fort Wayne, IN · On-site
$72K - $131K/yr
... of Retirement Plan Services. What you'll be doing * Acts as a trusted training resource by ensuring training materials, procedure plans and/or programs reflect business needs and support ...
Training Consultant- Retirement Plan Services
Fort Wayne, IN · On-site
$72K - $131K/yr
... of Retirement Plan Services. What you'll be doing * Acts as a trusted training resource by ensuring training materials, procedure plans and/or programs reflect business needs and support ...
Training Consultant- Retirement Plan Services
Fort Wayne, IN · On-site
$72K - $131K/yr
... of Retirement Plan Services. What you'll be doing * Acts as a trusted training resource by ensuring training materials, procedure plans and/or programs reflect business needs and support ...
Training Consultant- Retirement Plan Services
Fort Wayne, IN · On-site
$72K - $131K/yr
... of Retirement Plan Services. What you'll be doing * Acts as a trusted training resource by ensuring training materials, procedure plans and/or programs reflect business needs and support ...
Sr. Consultant, Retirement Sales Support
Fort Wayne, IN · Hybrid
$96K - $176K/yr
... retirement products and/or ... services that align with the responsibilities of this position • 4 Year/Bachelor's degree or ...
Sr. Consultant, Retirement Sales Support
Fort Wayne, IN · Hybrid
$96K - $176K/yr
... retirement products and/or ... services that align with the responsibilities of this position • 4 Year/Bachelor's degree or ...
Sr. Consultant, Retirement Sales Support
Fort Wayne, IN · On-site
$96K - $176K/yr
... retirement products and/or ... services that align with the responsibilities of this position • 4 Year/Bachelor's degree or ...
Sr. Consultant, Retirement Sales Support
Fort Wayne, IN · On-site
$96K - $176K/yr
... retirement products and/or ... services that align with the responsibilities of this position • 4 Year/Bachelor's degree or ...
Training Consultant- Retirement Plan Services
$72K - $131K/yr
... of Retirement Plan Services. What you'll be doing * Acts as a trusted training resource by ensuring training materials, procedure plans and/or programs reflect business needs and support ...
Training Consultant- Retirement Plan Services
$72K - $131K/yr
... of Retirement Plan Services. What you'll be doing * Acts as a trusted training resource by ensuring training materials, procedure plans and/or programs reflect business needs and support ...
Retirement Services information
See Indiana salary details
$30K - $35.9K
15% of jobs
$35.9K - $41.8K
6% of jobs
$46K is the 25th percentile. Wages below this are outliers.
$41.8K - $47.8K
5% of jobs
$47.8K - $53.7K
2% of jobs
$53.7K - $59.6K
10% of jobs
The median wage is $61.2K / yr.
$59.6K - $65.5K
45% of jobs
$65.5K - $71.5K
6% of jobs
$71.5K - $77.4K
3% of jobs
$77.4K - $83.3K
3% of jobs
$83.3K - $89.2K
2% of jobs
$89.2K - $95.2K
2% of jobs
$30K
$59.6K
$95.2K
How much do retirement services jobs pay per year?
What is the difference between Retirement Services vs Retirement Plan Administrator?
| Aspect | Retirement Services | Retirement Plan Administrator |
|---|---|---|
| Credentials | Certifications like CEBS, CFP often preferred | Similar certifications, often required or preferred |
| Work Environment | Financial institutions, consulting firms, HR departments | Financial firms, plan providers, HR teams |
| Employer & Industry Usage | Used broadly across financial and HR sectors | Primarily within retirement plan management |
| Job Focus | Advising clients, managing retirement plans, compliance | Administering retirement plans, processing contributions, maintaining records |
Retirement Services professionals focus on advising clients and managing retirement plans, while Retirement Plan Administrators handle the day-to-day administration and record-keeping of retirement plans. Both roles require similar certifications and are integral to the retirement industry, but their primary responsibilities differ.
What are the key skills and qualifications needed to thrive in retirement services, and why are they important?
What are retirement services?
What are some common challenges faced by professionals working in retirement services, and how can they be managed effectively?

Sr. Retirement Specialist (Public/Government Sector Retirement Plans)
Indianapolis, IN • Remote
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 20 days ago
Job description
This role will support our Government/Public sector clients located in the territory of Southern Indiana for our Retirement Solutions team. Living within the states of Indiana or Kentucky is required.
This is an F.SD85 band role.
#LI-COLE
Job Description Summary
At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various levels. If you can collaborate, connect and communicate to build, grow and retain important and productive business relationships, we want to know more about you!As a Senior Retirement Specialist, you'll drive sales, provide education and deliver service for plan participants. You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.
Job Description
Key Responsibilities:
Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.
Assists/supports the Program Director in territory planning, execution strategies and team building/development activities.
Serves as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which will drive sales growth.
Responsible for developing relationships with key entity contacts especially at the department head level in order to expand products and services within the plan.
Helps and supports Program Director, including training on new presentations, product information and policy or process changes, etc.
Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and help troubleshoot problems.
Leads special projects that may relate to marketing, customer service, enrollment and other administrative processes of the deferred compensation program.
Works with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Retirement Services Program Director; no direct reports.
Typical Skills and Experiences:
Education: Undergraduate studies in related field, insurance, business, marketing, preferred.
License/Certification/Designation: FINRA Series 6 license, and life and health licenses required; series 63 and 65 may be necessary.
Experience: Three years of related experience in financial, sales or educational services functions.
Knowledge, Abilities and Skills: Must have expertise in the public sector business, and use knowledge of 457 plans and additional financial products/services to expand plan relationships. Ability to effectively navigate political and economic landscapes to achieve business results. Comprehension knowledge of annuity and investment products with the ability to effectively communicate product information. Strong understanding of the competitive landscape. Proven knowledge of Nationwide Retirement Plans necessary to fully support Program Director in administrative and sales responsibilities. Excellent sales, communication and presentation skills required. Demonstrated ability to effectively manage a territory of clients.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner.
Values:Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Exempt (Not eligible)
Working Conditions: Travel within assigned territory required. May be required to work from home. Must have a valid driver's license with satisfactory driving record in accordance with Nationwide standards.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage,paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Senior Retirement Specialist : $68,000.00-$127,000.00The expected starting salary range for Senior Retirement Specialist : $68,000.00 - $102,000.00About Veterinary Pet Insurance
Sourced by ZipRecruiter
Industry
Insurance services
Company size
201 - 500 Employees
Headquarters location
Brea, CA, US
Year founded
1982