NationwideHiring

Representative, Retirement Solutions Center

  • Remote, United States
  • Entry-level
  • Posted 13 days ago
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or apply from Claude / ChatGPT / Muse

In one line

Phone-based support role for 457 retirement accounts, handling inquiries, rollovers, distributions and loans; hybrid near two US offices or fully remote.

About the role

Account servicing and participant education sit at the heart of the job, with licensing support provided. Calls range across plan fees, products and regulatory questions.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Entry-level
Skills
SIE, Series 6, Retirement accounts
Visa
No sponsorship
Posted
22 Oct 2026
Last checked
3 Nov 2026

What you will do

  • Help with rollovers, distributions, loan processing and questions about products and online tools.
  • Interpret and apply changes to current and older products as daily updates come in.
  • Log each conversation and follow documentation rules so member records stay accurate.
  • Explain marketing strategies and plan details clearly when talking with customers.

What they look for

  • A natural curiosity and interest in helping people.
  • Comfort learning high-level product, plan and regulatory requirements.
  • Ability to spot the real question behind a question and offer useful guidance.
  • Willingness to earn the SIE and Series 6 licenses within 170 days of starting.
  • Knowledge of FINRA rules and other licensure requirements.

Benefits

  • Paid study time, materials and exam fees for licensing.
  • Medical, dental and vision cover from day one, plus PTO, 401(k) match and a pension plan.

How Keywordise applies for you

  1. 1Upload your CVAdd your CV once. It takes about a minute.
  2. 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
  3. 3The form fills itselfName, email, experience and screening questions, field by field.
  4. 4Application sentYou get a receipt and follow it in your dashboard.

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Connect Keywordise to your assistant once, then send it the prompt. It applies for you.

ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
Apply to Keywordise job dr744xmroa
How to connect

Questions about this job

Is this a remote job, and where can I work from?

Yes. The posting lists Representative, Retirement Solutions Center as a remote role for candidates in the United States.

What does this job pay?

The posting does not state a salary, so there is no figure to quote.

What experience is needed?

It is an entry-level role. The posting asks for: a natural curiosity and interest in helping people; comfort learning high-level product, plan and regulatory requirements; ability to spot the real question behind a question and offer useful guidance. Skills it names include SIE, Series 6, Retirement accounts.

How do I apply with Keywordise AI?

Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.

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