Retirement Plan Specialist Overview

There are certain skills that many retirement plan specialists have in order to accomplish their responsibilities. By taking a look through resumes, we were able to narrow down the most common skills for a person in this position. We discovered that a lot of resumes listed analytical skills, leadership skills and critical-thinking skills.

When it comes to the most important skills required to be a retirement plan specialist, we found that a lot of resumes listed 7.5% of retirement plan specialists included life insurance, while 7.3% of resumes included financial advisor, and 6.8% of resumes included finra. Hard skills like these are helpful to have when it comes to performing essential job responsibilities.

When it comes to searching for a job, many search for a key term or phrase. Instead, it might be more helpful to search by industry, as you might be missing jobs that you never thought about in industries that you didn't even think offered positions related to the retirement plan specialist job title. But what industry to start with? Most retirement plan specialists actually find jobs in the finance and insurance industries.

If you're interested in becoming a retirement plan specialist, one of the first things to consider is how much education you need. We've determined that 59.6% of retirement plan specialists have a bachelor's degree. In terms of higher education levels, we found that 21.9% of retirement plan specialists have master's degrees. Even though most retirement plan specialists have a college degree, it's possible to become one with only a high school degree or GED.

Choosing the right major is always an important step when researching how to become a retirement plan specialist. When we researched the most common majors for a retirement plan specialist, we found that they most commonly earn bachelor's degree degrees or master's degree degrees. Other degrees that we often see on retirement plan specialist resumes include associate degree degrees or high school diploma degrees.

You may find that experience in other jobs will help you become a retirement plan specialist. In fact, many retirement plan specialist jobs require experience in a role such as customer service representative. Meanwhile, many retirement plan specialists also have previous career experience in roles such as finance advisor or service representative.