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Retirement Solutions Jobs in Iowa (NOW HIRING)

Genpact

Associate - BCM - Retirement 5A

Guss, IA · Remote

Associate - BCM - Retirement Ready to turn bold ideas into real-world impact? At Genpact, we don't ... G) is an agentic and advanced technology solutions company. We leverage process intelligence and ...

Genpact

Associate - BCM - Retirement 5A

Guss, IA · Remote

Associate - BCM - Retirement Ready to turn bold ideas into real-world impact? At Genpact, we don't ... G) is an agentic and advanced technology solutions company. We leverage process intelligence and ...

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Retirement Solutions information

See Iowa salary details

$15

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$41

How much do retirement solutions jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for retirement solutions in Iowa is $25.94, according to ZipRecruiter salary data. Most workers in this role earn between $21.68 and $28.22 per hour, depending on experience, location, and employer.

What is a Retirement Solutions?

A Retirement Solutions job typically involves helping individuals or organizations plan for retirement by offering financial products, investment strategies, and advisory services. Professionals in this field may work for financial institutions, insurance companies, or consulting firms, providing guidance on pensions, annuities, 401(k) plans, and other retirement savings options. Their goal is to help clients achieve financial security in retirement by assessing their needs, recommending suitable solutions, and ensuring compliance with relevant regulations.

What are the key skills and qualifications needed to thrive in Retirement Solutions?

To thrive in Retirement Solutions, you need strong financial planning knowledge, familiarity with various retirement products, and often relevant certifications such as FINRA Series 6/7 or CFP. Experience with financial modeling software, CRM systems, and industry regulatory tools is also important. Exceptional interpersonal communication, active listening, and problem-solving skills help professionals build trust and tailor solutions for clients' retirement needs. These competencies ensure sound, compliant guidance and lasting client relationships in an evolving financial services environment.

What are the typical career growth opportunities for someone working in Retirement Solutions?

Professionals in Retirement Solutions often start as advisors or specialists and can progress to senior consultant, team lead, or management roles with experience and demonstrated success. There are also opportunities to specialize in areas such as pension consulting, wealth management, or compliance. Collaboration with other departments like tax, legal, and investment teams is common, broadening your expertise and network. Continuous professional development and industry certifications can accelerate advancement and open doors to higher-responsibility positions within financial services organizations.

What are popular job titles related to Retirement Solutions jobs in Iowa?

For Retirement Solutions jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Retirement Solutions jobs in Iowa look for?

The top searched job categories for Retirement Solutions jobs in Iowa are:

Retirement Solutions jobs near you
Infographic showing various Retirement Solutions job openings in Iowa as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 10% Part Time, and 5% Contract. Highlights an 74% Physical, 3% Hybrid, and 23% Remote job distribution, with an average salary of $53,958 per year, or $25.9 per hour.

Annuity Suitability Review Consultant

Revol One Financial

Urbandale, IA • Hybrid

Full-time

Posted 25 days ago

Job description

Location: Hybrid

Company Introduction

At Revol One Financial® we offer a unique and exciting opportunity be on the ground floor of a startup that will upend the industry by being a refreshingly straight forward insurance company. Do you like to make quick decisions? Influence projects and outcomes? Be empowered to make decisions? We work differently and have a collaborative, fun, casual culture with none of the entanglements and roadblocks of a typical corporate environment. As an Annuity Suitability Review Consultant of Revol One Financial, you will have the chance to mold & shape a critical area of Operations, work closely with leadership, work on numerous cross- function projects and wear multiple hats, all of which will be an excellent learning experience and provide opportunities for significant professional growth.

Revol One Mission & Core Values

Our Mission is to revolution how people feel, think and experience retirement solutions.

Our Core Values

  • Lead with Trust & Integrity – We walk the talk. Living with integrity means our actions always match our words.

  • Treat others with Respect & Humility – We value every individual. We respect and care for each fostering a supportive and empathetic workplace culture.

  • Always be Genuine, Honest & Transparent – We know what we are and what we are not. We let honesty and transparency guide our decisions and actions, ensuring we stay true to who we are.

  • Own Your Entrepreneurial Spirit – Everyone acts like an entrepreneur. We take initiative, own our actions, and drive innovation.

  • Embrace Fun & Flexibility – Agility and positivity defines us. We embrace the fun in everything we do staying nimble and enthusiastic.

  • We are One Revol One Financial – We Can, and we Will succeed together. We face challenges head on with determination and commitment, confident in our ability to succeed.

Annuity Suitability Review Consultant

The Annuity Suitability Review Consultant will own all aspects of our Suitability process, including process design, factor calculation, exception handling, agent and customer communication, statistical tracking and reporting, and working with our Director of Operations & Chief Compliance Officer to handle all regulatory inquiries and reporting.? The role will also include working closely with other operational functions of agent onboarding, commissions, new business, post issue and claims at Revol One. As an Annuity Suitability Review Consultant, you will be responsible for cross-functional duties across all service areas, enabling an end-to-end completion of processes and creating an exceptional experience for Agents and clients. The role will require collaboration among team members in a small team environment, where every individual will be critical to the team’s overall success.???

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Building relationships with our agents/producers will be crucial to differentiate Revol One as a preferred partner.? The Customer Care team will be the foundation to creating this partnership and exemplifying Revol One as a company that: completes work end to end quickly, does what we say we’ll do, creates a positive and friendly experience for all our customers, and resolves any problems that occur along the way.?

Major Duties & Responsibilities

  • Lead the Suitability process, including the development, implementation of rules and AI, and enhancement of procedures, reporting mechanisms, and communication strategies, fostering a culture of excellence and compliance within the organization.?

  • Serve as the primary point of contact for Agents and clients, promptly addressing inquiries and requests through various channels such as calls, emails, and chats, while demonstrating leadership qualities in communication and problem-solving.?

  • Take ownership of cultivating an exceptional agent experience through effective communication, empathy, and a proactive approach, while also providing mentorship and guidance to new team members as the department expands.?

  • Develop expertise in our cutting-edge technology platforms to deliver unparalleled technology support to our customers, demonstrating our platform capabilities effectively, and providing training to colleagues as needed to ensure widespread proficiency.?

  • Collaborate in the design, testing, and refinement of our technology solutions to ensure they meet the evolving needs of our stakeholders, leveraging leadership skills to facilitate cross-functional teamwork and innovation.?

  • Execute transactions accurately and efficiently, maintaining operational excellence and adherence to established timelines, while also training others on transactional processes to build a capable and cohesive team.

    • Apply sound judgment in decision-making processes to uphold a positive customer experience while mitigating risks to Revol One and our clients, providing guidance and training to team members to develop their own decision-making skills.?

    • Demonstrate a keen awareness of compliance requirements, ensuring that all actions prioritize customer safety and regulatory adherence, and provide ongoing training to ensure all team members are well-versed in compliance protocols.?

    • Meet productivity and efficiency metrics and goals while continuously seeking opportunities for process improvement, leading by example and providing training and support to enable others to achieve success in their roles.?

    • Undertake additional cross-functional duties as assigned, contributing to the overall success of the team and organization, and providing training and guidance to colleagues as needed to ensure seamless collaboration across departments.?

Skills, Experience & Qualifications

  • Bachelor’s degree or High School equivalent plus significant Annuity Suitability experience??

  • Advanced knowledge in annuity operations and the insurance industry.??

  • Strong orientation to teamwork and partnering, internally and externally.?

  • Ability to manage/execute multiple tasks/workstreams simultaneously, work under pressure, and remain focused in a fast-paced start-up environment.?

  • Ability to grasp complex concepts and apply them.?

  • Experience delivering high-quality outputs and customer experiences.???

  • Ability to thrive in an environment of autonomy, ambiguity, and minimal bureaucracy or “red tape.”??

  • Sound judgment, financial acumen, high attention to detail?

  • Innovative thinking, strong people skills, relationship building.?

  • Excellent communication & presentation skills??

  • High energy individual that takes initiative - has ability to work independently and handle ambiguity.?

Revol One Financial® is the marketing name for Revol One Insurance Company. Revol One Insurance Company is responsible for its own financial and contractual obligations. Revol One Insurance Company is not authorized to conduct business in the state of New York.


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