A public sector retirement services providerHiring

Retirement Plans Specialist

  • USD 84,880 to 127,330 per year
  • Remote, United States
  • Full-time
  • Mid-level
  • Posted 9 days ago
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In one line

On-site retirement plan specialist who meets public sector employees face to face to boost enrollment and savings; based around the St. Louis metro area.

About the role

Suits someone who likes talking about money with ordinary workers and is comfortable presenting to boards and union reps. Success means more participants enrolled, higher savings rates and clients who stay.

At a glance

Pay
USD 84,880 to 127,330 per year
Remote scope
Remote, United States
Seniority
Mid-level
Employment
Full-time
Skills
Series 65, Retirement plans, Defined contribution plans, Deferred compensation, Investment products
Posted
20 Oct 2026
Last checked
27 Oct 2026

What you will do

  • Meet participants one on one at their workplaces to cover enrollment, savings rates and investment basics
  • Give group talks on retirement and financial topics to varied audiences
  • Run yearly plan reviews with decision makers and keep those relationships strong

What they look for

  • Three to five years in financial services sales, with customer service experience a plus
  • Series 65 licence in hand
  • Solid grasp of retirement and investment products, especially deferred compensation and defined benefit and contribution plans

Nice to have

  • Experience presenting to elected officials or union representatives

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Questions about this job

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

Yes, it is listed as remote, aimed at candidates in the United States.

What does this job pay?

The posting states USD 84,880 to 127,330 per year.

What experience is needed?

It is a mid-level role. The posting asks for: three to five years in financial services sales, with customer service experience a plus; series 65 licence in hand; solid grasp of retirement and investment products, especially deferred compensation and defined benefit and contribution plans. Skills it names include Series 65, Retirement plans, Defined contribution plans, Deferred compensation.

How do I apply with Keywordise AI?

Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.

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