Retirement specialist Jobs in Houston, TX
Last updated: 13 hours ago
Reach Your Peak with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services.
Headquartered in Washington, DC, our Financial Services corpora...Show moreLast updated: 30+ days ago
Hybrid (8 days a month in the office) Madison WI, Philadelphia PA, Waltham MA, Riverwoods IL, Hagerstown MD, Kenilworth GA, Dallas TX, Houston TX, Denver CO, Indianapolis IN, Wichita KS.You will wo...Show moreLast updated: 1 day ago
Retirement Services industry (specifically with Institutional Retirement Plans).FINRA Series 6, 7, 65, or 66 preferred.AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent.
We are seeking an experienced ...Show moreLast updated: 30+ days ago
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.
We seek to be the #1 choice for the military...Show moreLast updated: 1 day ago
Take Control of Your Career with MacDonald Financial Solutions Are you ready to elevate your income and future? At MacDonald Financial Solutions , we are looking for financial minded professionals ...Show moreLast updated: 30+ days ago
PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.Depending on your eligibility, options for full-time employees include medical / prescription drug...Show moreLast updated: 30+ days ago
The STS GES Senior Associate is responsible for developing, recommending, and implementing efficient and effective methods to maximize client benefits, particularly by decreasing clients’ current a...Show moreLast updated: 30+ days ago
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be...Show moreLast updated: 15 days ago
Experienced (relevant combo of work and education).Our team of Customer Service Associates provide a world-class level of customer service to our financial customers.
It will be important that you e...Show moreLast updated: 30+ days ago
This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company.
Currently, we are recruiting in sele...Show moreLast updated: 13 hours ago
Take the next step in your career now, scroll down to read the full role description and make your application.Under the direction of the System Director of Benefits and management of the Benefits ...Show moreLast updated: 14 hours ago
Develop and execute strategies and approaches to promote participant action toward a fully funded retirement; deliver on key plan metrics (i.
Develop and manage client relationships from an educatio...Show moreLast updated: 30+ days ago
Retirement Specialist in Training.Corebridge Financial makes it possible for more people to take action in their financial lives.
With more than $345 billion in assets under management and administr...Show moreLast updated: 30+ days ago
Patterson isn't just a place to work, it's a partner that cares about your success.One of the distinguishing marks of our company is the talented people who embrace the people-first, always advanci...Show moreLast updated: 1 day ago
Sales Representative, Retirement Services 401(k) Solutions.Thanks for clicking! Let us tell you a little more.Does the thought of winning sales, driving a business forward and achieving serious res...Show moreLast updated: 13 days ago
We are looking for a motivated individual to join our Retirement Plan Specialist (“RPS”) Team.The RPS role acts as a personable account manager to clients, while finding opportunities to grow busin...Show moreLast updated: 30+ days ago
- Promoted
Retirement Plans Specialist
MissionSquare Retirementhouston, TX, United StatesFull-time
- Promoted
Client Trainer - Retirement Plan Specialist
Wolters KluwerHouston, TX, United States$76,350.00–$105,700.00 yearly
Full-time
Retirement Plan Advisor
CPS, Inc.Houston, TX, US$90,000.00–$150,000.00 yearly
Permanent
- Promoted
MANAGER, LIFE / HEALTH / RETIREMENT INCOME
USAATX, United States$85,040.00–$153,080.00 yearly
Full-time
Retirement Services Product Manager, Workday
InsperityKingwood, Texas, United States Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology.
With more than 90 locations througho...Show moreLast updated: 30+ days ago
High Commission Opportunity - Retirement / Financial Advisors
MacDonald Financial SolutionsHouston, TX, US$200,000.00 yearly
Quick Apply
Retirement Plan Advisor - Institutional Asset Management
PNC Bank NAHouston , TXFull-time
Retirement Plan Services Senior Associate-ESOP Focused
BDOHouston, TX, United States$70,000.00–$125,000.00 yearly
Full-time
Sr. Retirement Specialist (Corporate / Private Sector Retirement Plans)
Nationwide Private ClientTexas, USRemote
Full-time
Virtual Customer Service Associate II (Retirement Plans)
FISHouston, TX , United States of America$20.00 hourly
- New!
Retirement Plan Operations Specialist
Guidant FinancialHouston, TX, US$47,840.00 yearly
Remote
Full-time
Quick Apply
- Promoted
- New!
BENEFITS AND WELLNESS SPECIALIST II-RETIREMENT AND FINANCIAL-FULL TIME
Christus HealthTX, United StatesFull-time
Retirement Planning Consultant (Austin, TX)
TransamericaTexas$66,000.00–$80,000.00 yearly
Full-time
Senior Account Manager | Retirement & Investment
CBIZTX, Houston With over offices and nearly 7, associates in major metropolitan areas and suburban cities throughout the U.CBIZ (NYSE : CBZ) delivers top-level financial and employee business services to organizat...Show moreLast updated: 30+ days ago
Retirement Plans Analyst
Recruiting Source InternationalHouston, TX, US Administers the policies, processes, procedures and activities of company’s two defined contribution and three defined benefit plans in compliance with the plan documents and Federal laws and regul...Show moreLast updated: 30+ days ago
Retirement Specialist in Training
Corebridge FinancialHouston, TXFull-time
- Promoted
Territory Sales Rep - 401(k) Retirement Matching
Patterson Company LLCHouston, TX, United StatesFull-time
- Promoted
Retirement Specialist
ADPHouston, TX, United StatesFull-time
Retirement Plan Specialist
5HM Hub International TexasHouston, TXFull-time
Retirement Plans Specialist
MissionSquare Retirementhouston, TX, United States30+ days ago
Job type
- Full-time
Job descriptionConduct one-on-one consultations on-site at employers, engaging participants and improving their outcomes in the areas of investment education, enrollment, savings rates, outside asset acquisition, and account level retention. Give group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituencies Host Annual Plan Reviews with key decision makers of employer sponsored retirement plans with a focus on plan trends, investment, and participant education outcomes Build and maintain positive working relationships with key plan level decision makers including elected officials, board members, union representatives, and C-suite administrators Proactively schedule, organize and effectively market all daily activities and onsite client visits Exceed all assigned production, activity, and service related goals Record all daily activity in contact management systems accurately Identify and refer new group or individual business opportunities to the appropriate manager Represent MissionSquare Retirement at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees BA / BS or equivalent experience 3+ years related experience. Financial Services sales experience strongly preferred. Customer service experience is helpful. Series 65, as well as Life, Health & Variable Annuity Licenses at the date of hire or within 120 days of hire. Significant knowledge of retirement and investment products with an emphasis on deferred compensation defined benefit and defined contribution plans. Good understanding of specific plan provisions and legislative regulations Experience with IRAs, 401ks, 403b, 401a, or DB plans Demonstrated ability to effectively market and service a geographically diverse client base Direct sales experience desired with experience in closing the sale preferred. Ability to overcome objections and resistance during sales presentation necessary Strong communication, listening, interpersonal skills, and ability to follow directions necessary. Demonstrated ability to make effective group presentations Ability to work independently as well as in a team environment Demonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel and Power Point Strong time management and organizational skills Ability to work in a fast-paced, task-oriented environment preferred
Description
Reach Your Peak with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $68 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining MissionSquare's Revenue & Sales Team.
This exciting and rewarding position for the right polished, motivated, and results-oriented individual will provide outcomes based investment and retirement planning education through individual consultations and group presentations. They will build and maintain strong employer relationships with key decision makers, and assist in the identification and expansion of new business opportunities in the territory.
The Retirement Plans Specialist provides on-site service and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base, and enhance the investment knowledge of plan participants in the assigned cases. Considerable travel within the assigned territory is required.
- BI-LINGUAL SPANISH CANDIDATE PREFERRED, BUT NOT REQUIRED
- POSITION REQUIRES RESIDENCY WITHIN THE ASSIGNED TERRITORY (Primarily the territory is the Greater Houston, TX area), AS THE ROLE TYPICALLY INVOLVES 3-4 DAYS OF CLIENT VISITS WEEKLY TO INCLUDE OVERNIGHTS ROUGHLY 25% OF THE TIME
Essential Functions For This Role Include
Requirements
If you have the following credentials, we encourage you to apply :
For your well-being, we offer a solid compensation and benefits package that features a competitive salary, a straight-forward incentive plan that rewards results, and a 401(k) Plan. For your career, we offer tuition reimbursement, professional development courses, seminars, career enrichment assignments, mentoring programs and a record of enterprise growth that creates continuing opportunities for career advancement. Consider MissionSquare Retirement, and respond in strictest confidence. MissionSquare Retirement is an Equal Opportunity Employer that values diversity in the workplace. Minorities and women are encouraged to apply. We look forward to hearing from you.