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Become A Retirement Specialist

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Working As A Retirement Specialist

  • Getting Information
  • Analyzing Data or Information
  • Communicating with Supervisors, Peers, or Subordinates
  • Interacting With Computers
  • Evaluating Information to Determine Compliance with Standards
  • Mostly Sitting

  • $61,448

    Average Salary

What Does A Retirement Specialist Do At Principal Financial Group

* ResponsibilitiesIt's not what we do.
* It's who we are
* At Principal, every role supports a greater purpose-to give real people an edge in planning and protecting their financial lives.
* After more than 130 years of service, we've never had a more vibrant and dynamic global team united in our purpose
* Through community involvement, innovative financial solutions and dedication to career development, we make a difference in millions of lives every day, including our employees 'Responsibilities:Do you enjoy providing excellent customer service and serving as a Subject Matter Expert?Do you excel in a fast-paced, structured environment?If so, our Retirement Specialist role might be the challenging career opportunity you've been looking for!As a Retirement Specialist for Principal's Mutual Fund team, you will share your mutual fund product knowledge with our valued clients.
* You will educate shareholders by answering inbound phone inquiries on mutual funds and related products, and identifying and pursuing cross sale opportunities.
* In this fast paced, high energy environment, helping people is not only rewarding but our number one priority!In addition, you will acquire valuable industry knowledge and receive tailored development opportunities to prepare you for future advancements

What Does A Retirement Specialist Do At Nationwide

* 1. Receives inbound calls from participants and provides education and guidance regarding their retirement plan.
* Utilizes plan specific and industry expertise to provide information specific to the participant¿s individual retirement plan
* Proactively initiates calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals to support retirement goals
* Completes account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation options based on individual results.
* May offer additional services e.g.
* ProAccount for those individual who prefer automatic account management
* Calculates retirement projections for participants as requested and provides counsel on results
* Provides education to participants to understand individual retirement distributions, transfers or consolidation needs
* Builds strategic relationships with field Retirement Specialists and Program Directors through advising and consulting, in support of business unit sales goals
* Acts as a consultant by proactively providing retirement plan expertise, recommendations, and practice management advice to field Retirement Specialists and Program Directors within assigned territory(s)
* Applies knowledge of industry trends, competitive intelligence, state legislation, market movements, and investment changes/performance to advise and consult with the field Retirement Specialists and Program Directors
* Performs other related duties as assigned

What Does A Retirement Specialist Do At Bitterroot Insurance and Financial Services Inc.

* Full
* Time effort expected in producing life and annuities, fixed and/or variable.
* Will be cross-selling to Property & Casualty customers of 3 agent-owned location in Western Montana.
* Marketing and marketing expenses will be paid to bring in outside customers.
* Office space within the agency plus administrative support will be provided.
* May choose to work out of the Hamilton (preferred) or Missoula locations.
* Possibility for telecommuting for the right candidate.
* WAGE: Base Rate
*

What Does A Retirement Specialist Do At Research Foundation for The State University of Ne

* Assist on audits to ensure retirement contributions and records are accurate
* Determine vesting status and verify service requirements have been met in accordance with RF Policy
* Participates in the evaluation, design and implementation of new retirement plan features
* Analyze retirement reports and files for accuracy of records, trouble shoot issues and recommends solutions to the Benefits Programs Manager to improve processes.
* Responsible for processing prior service credit requests towards vesting requirements
* Responsible for identifying continuous improvements and streamlining administrative processes and making recommendations to the Benefits Programs Manager.
* Pays and reconciles retirement bills (including wire)
* Assists in the development of retirement plan communication, education and advice to our employees regarding our services we provide through our retirement carrier (TIAA) and informing employees of any changes, recommendations or new tools that will better educate and promote additional enrollments in our retirement plans and options.
* Provides customer service to campus contacts and retirees.
* Research and respond to employee retirement plan questions
* Works as a Benefits Programs member on teams and performs various other duties as assigned
* Active contribution to the development of procedures to create efficiencies in the Retirement unit and making recommendations to the Benefits Programs Manager

What Does A Retirement Specialist Do At Principal Financial Group

* It's not what we do
* It's who we are
* At Principal, every role supports a greater purpose-to give real people an edge in planning and protecting their financial lives.
* After more than 130 years of service, we've never had a more vibrant and dynamic global team united in our purpose
* Through community involvement, innovative financial solutions and dedication to career development, we make a difference in millions of lives every day, including our employees'
* Responsibilities:As a Retirement Specialist II, you will educate and assist 401K participants by answering inbound phone inquiries about their retirement accounts and help them take action to prepare for retirement.
* In this fast paced, high energy environment, helping people is not only rewarding, but our number one priority!Through our comprehensive training program, you will acquire valuable industry knowledge and receive development opportunities specific to your career objectives
* The Principal way
* Our team has created a customer first and employee empowered culture
* AND we have fun doing it.
* If you want to use your skills and experience in an environment where you can make a difference, we want to hear from you! Come experience a collaborative work culture with great workplace perks:Competitive pay, great benefits and vacation time.
* Benefits including medical, dental, vision, life insurance, 401(k) with company match and cash pension plan
* Business Casual Dress
* Work from home opportunities
* Fitness Facility
* Free Parking

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How To Become A Retirement Specialist

Compensation, benefits, and job analysis specialists typically need a bachelor’s degree, and some specialists need related work experience.

Education

Most employers require that compensation, benefits, and job analysis specialists have a bachelor’s degree. Many specialists have a degree in human resources, business administration, finance, communication, or a related field. Some employers may accept previous work experience in lieu of a formal degree.

Not all colleges and universities offer an undergraduate degree in human resources, but many offer courses in human resources management, compensation analysis, and benefits administration. Students with a background in other disciplines may benefit from taking courses in business, management, finance, and accounting.

Work Experience in a Related Occupation

For many jobs, compensation, benefits, and job analysis specialists must have previous work experience. Employers commonly require that the previous experience includes performing compensation analysis, benefits administration, or general human resources work. Experience in related fields such as finance, insurance, or business administration, also may be beneficial.

Jobseekers without a degree in human resources must have relevant work experience. Some workers may gain this experience through internships. However, most gain experience from working in human resources.

Licenses, Certifications, and Registrations

Although certification is not required, it can demonstrate professional expertise. Some employers prefer to hire certified candidates, but many employers will have their employees become certified after they are already working. Certification programs for management positions often require several years of related work experience in order to qualify for the credential.

Many associations for human resources workers offer classes to enhance the skills of their members. Some associations, including the International Foundation of Employee Benefit Plans and WorldatWork, offer certification programs that specialize in compensation and benefits. Others, including the HR Certification Institute and the Society for Human Resource Management, offer general human resources credentials.

Advancement

Compensation, benefits, and job analysis specialists may advance to a compensation and benefits manager or a human resources manager position. Specialists typically need several years of work experience to advance.

Important Qualities

Analytical skills. Many specialists perform data or cost analyses to form logical conclusions. For example, they may analyze the cost of choosing a particular salary scale for a class of workers.

Business acumen. Specialists must understand basic finance and accounting.

Communication skills. Specialists often work with employees throughout their organization to provide information on compensation and benefits. They may give presentations or advise managers or employees about compensation policies or benefit plans.

Critical-thinking skills. Specialists must think critically when evaluating job positions, salary scales, promotion practices, and other compensation and benefits policies.

Detail oriented. Specialists must pay attention to detail, especially when ensuring that the organization is compliant with federal and state laws.

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Retirement Specialist jobs

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Retirement Specialist Career Paths

Retirement Specialist
Account Manager Account Executive
Account Director
9 Yearsyrs
Project Manager Program Manager General Manager
Account Manager
5 Yearsyrs
Investment Advisor Branch Manager General Manager
Area Manager
7 Yearsyrs
Investment Advisor Assistant Vice President Human Resources Coordinator
Benefits Manager
8 Yearsyrs
Project Manager Construction Manager Operations Manager
Branch Manager
6 Yearsyrs
Account Executive Sales Consultant Sales Manager
Business Development Manager
9 Yearsyrs
Account Manager Operations Manager Human Resources Manager
Corporate Human Resources Manager
8 Yearsyrs
Finance Consultant Branch Manager Credit Analyst
Credit Manager
5 Yearsyrs
Team Leader Human Resources Coordinator Benefit Specialist
Employee Benefits Manager
7 Yearsyrs
Finance Consultant Account Executive Vice President, Business Development
Executive Vice President
11 Yearsyrs
Finance Advisor Assistant Vice President Human Resources Coordinator
Human Resource Officer
7 Yearsyrs
Operations Specialist Account Manager Human Resources Coordinator
Human Resources Contractor
9 Yearsyrs
Account Executive Sales Manager
Operations Manager
7 Yearsyrs
Team Leader General Manager Realtor
Property Management Specialist
6 Yearsyrs
Specialist Operations Manager General Manager
Regional Manager
8 Yearsyrs
Operations Specialist Operation Supervisor Account Manager
Relationship Manager
6 Yearsyrs
Specialist Account Manager
Senior Account Manager
7 Yearsyrs
Finance Advisor Finance Consultant Senior Finance Analyst
Senior Manager
10 Yearsyrs
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Retirement Specialist Demographics

Gender

  • Male

    50.3%
  • Female

    48.0%
  • Unknown

    1.7%

Ethnicity

  • White

    80.1%
  • Hispanic or Latino

    10.5%
  • Asian

    7.1%
  • Unknown

    1.4%
  • Black or African American

    0.9%
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Languages Spoken

  • Spanish

    67.9%
  • Chinese

    3.6%
  • Cherokee

    3.6%
  • French

    3.6%
  • Mandarin

    3.6%
  • Carrier

    3.6%
  • Hindi

    3.6%
  • Urdu

    3.6%
  • Arabic

    3.6%
  • Korean

    3.6%
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Retirement Specialist

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Retirement Specialist Education

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Real Retirement Specialist Salaries

Job Title Company Location Start Date Salary
Retirement Valuation Specialist Mercer (Us) Inc. Louisville, KY Jun 22, 2015 $59,000 -
$81,000
Retirement Valuation Specialist-Associate Mercer (Us) Inc. Louisville, KY Jun 22, 2012 $51,400 -
$59,000
Retirement Valuation Specialist Mercer (Us) Inc. Louisville, KY Aug 28, 2010 $48,000 -
$68,000
Retirement Specialist The Variable Annuity Life Insurance Company Houston, TX Jun 09, 2016 $43,389
Retirement Specialist Endorsed Diversified Services, Inc. Buffalo Grove, IL May 17, 2010 $41,740

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Top Skills for A Retirement Specialist

QualityCustomerServiceIndividualRetirementAccountsIRSKPayrollRetirementPlanParticipantsPensionPlansLifeInsuranceAnnuityRetirementSystemRothIrasAssetAllocationAuditRetirementBenefitsResourceVanguardNewClientsSEPInvestmentOptionsNewAccounts

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Top Retirement Specialist Skills

  1. Quality Customer Service
  2. Individual Retirement Accounts
  3. IRS
You can check out examples of real life uses of top skills on resumes here:
  • Delivered high quality customer service stressing client focus and maintaining unit standards.
  • Educated participants in ways to keep money invested in retirement by using Individual Retirement Accounts.
  • Facilitate benefit fairs and perform various presentations to educate groups of existing and potential clients on site.
  • Refer appropriate investment banker according to customer needs.
  • Assisted one of our clients with payroll processing as well.

Top Retirement Specialist Employers

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