Retirement Sales Support, Sr Associate
- $66,750–$106,800 per year
- Remote
- Full Time
About the role
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Retirement Sales Support, Sr Associate based in the United States.
As a Retirement Sales Support, Sr Associate, you will help retirement plan participants make informed financial decisions and work toward their long-term retirement goals. You will provide personalized education and guidance through phone calls and virtual meetings, explaining retirement plan features, enrollment options, contributions, rollovers, and distributions. Working closely with internal sales, relationship management, and customer service teams, you will contribute to increasing plan participation, improving contribution rates, and supporting customer retention. You will use participant account information and financial services knowledge to identify individual needs and recommend appropriate next steps. This role combines retirement expertise, customer engagement, and relationship building within a structured, compliance-focused environment. It offers opportunities to develop specialized financial knowledge and grow within the retirement services industry.
Accountabilities:
In this role, you will support retirement plan participants by providing clear information, personalized education, and guidance on available retirement solutions. Your main responsibilities will include:
Conduct phone and virtual meetings with participants of assigned retirement plans to explain plan features, enrollment options, and contribution choices in accordance with established guidelines.
Contribute to team objectives for plan participation, contribution rates, and account balances by identifying participants who could benefit from enrolling or increasing their contributions.
Support inbound call center activities by answering participant questions and resolving straightforward inquiries using established procedures and policies.
Review participant account information and retirement plan data to understand individual needs, financial objectives, and retirement goals.
Explain rollover and distribution options, including Individual Retirement Account (IRA) solutions, helping participants make informed decisions while supporting asset retention.
Document participant interactions, outcomes, and follow-up actions accurately in the CRM system and ensure all assigned follow-ups are completed on time.
Collaborate with Relationship Management and other internal teams to share participant insights, support retention initiatives, and refer participants to relevant financial services.
Complete assigned tasks for team projects and participant engagement initiatives under leadership guidance.
Develop knowledge of plan sponsors, retirement plan structures, and participant segments to deliver more relevant and effective conversations.
Escalate complex or non-routine participant inquiries and plan-related situations to senior colleagues or leadership for review.
Maintain compliance with applicable regulations, internal policies, and industry standards throughout all participant interactions.
Maintain all required professional licenses and registrations.
Requirements:
The ideal candidate has a background in retirement services or financial services, strong customer communication skills, and the ability to manage multiple priorities while maintaining accuracy and compliance. The key qualifications include:
At least 1 year of experience in retirement plans, retirement services, or a related financial services field directly relevant to the role.
Bachelor's degree or equivalent professional experience. Four years of relevant work experience may substitute for a bachelor's degree.
FINRA Securities Industry Essentials (SIE), Series 6, Series 63, and Life & Health licenses required within 120 days of hire.
Chartered Retirement Plans Specialist (CRPS) or Chartered Retirement Planning Counselor (CRPC) designation required within one year of hire.
Excellent organizational and time-management skills, with the ability to prioritize workloads and manage multiple tasks simultaneously.
Strong attention to detail and the ability to handle participant information accurately and responsibly.
Effective communication and interpersonal skills, particularly when explaining financial concepts and retirement options to participants.
Ability to work collaboratively with internal teams and follow established procedures in a regulated environment.
Proficiency with Salesforce or a similar CRM platform is preferred.
Bilingual proficiency in English and Spanish is an advantage.
Benefits:
Annual base salary ranging from $66,750 to $106,800 USD, with anticipated starting compensation between the minimum and midpoint of the range.
Eligibility for an annual incentive program based on company, business unit, and individual performance.
Potential additional rewards, including long-term incentives and sales incentives.
Competitive 401(k) retirement plan and comprehensive employee benefits.
Paid time off and parental leave.
Flexible work arrangements, with remote work available for employees residing outside commuting distance of an office location.
Clearly defined career paths and professional development opportunities.
Leadership development programs and virtual training opportunities.
Free financial counseling, health coaching, and employee assistance services.
Tuition assistance program.
Access to productivity tools, technology resources, and professional training.
Inclusive workplace culture that values diverse perspectives and employee development.
Application deadline: December 4, 2026, subject to earlier closure depending on application volume.