Jobs in the United States

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Added 1 min ago
Certified Medical Assistant - TCP Nanes
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Identifies patients eligible for the Vaccines for Children Program and follows program documentation and management procedures
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OO
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WV
- $27.66 to $46.09 USD / hour
Applicants must possess a valid WV driver’s license and reliable transportation
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Travel Cath Lab Technologist
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- $21.5 USD / hour
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- $15 USD / hour
…the country. You will also learn the ins and outs of facility management as well as the behind the scenes work to update and improve our…
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Assistant Manager - 921 Howard
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- $28.44 to $30.95 USD / hour
…Manager. The Assistant Manager must work well with the on-site support services staff and must be respectful and professional with residents, visitors, vendors, support services and staff.…
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Staff Accountant - Grants
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- $28.65 to $45.56 USD / hour
Prepare invoice/billings and collect funds for the support of grant program expenditures.
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Case Manager - Certified Addiction Specialist (65059)
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Added 9 mins ago
Electrical Engineer - Flint Area
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Flint · Flint, MI
Support installation and commissioning of new equipment on the plant floor.
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Tax Manager - Enterprise Tax
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CPA support program, including a cash incentive upon completion.
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Senior Amazon Brand Manager
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Added 10 mins ago
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Retirement Sales Support, Sr Associate
Jobgether
Remote, United States
- $66,750 to $106,800 USD / year
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…
Added 10 mins ago
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…protect farmland, promote sustainable agricultural practices, and support farming communities. Working closely with national leadership, policymakers, research teams, funders, and external…
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…hands-on execution, building scalable HR capabilities that support continued expansion. Key priorities include employee relations, compensation, benefits, compliance, talent development,…
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- $125,000 to $140,000 USD / year
…vehicle platforms, OEM technologies, telemetry systems, and fleet management tools. Working closely with Engineering, Field Services, Technical Operations, and external vehicle…
Added 10 mins ago
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Determine whether projects require dedicated Program Management and coordinate the handoff when appropriate.
Added 11 mins ago
Electrical Engineer - Sault Ste. Marie Area
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Sault Ste. Marie · Sault Ste. Marie, MI
Support installation and commissioning of new equipment on the plant floor.
Added 11 mins ago
Electrical Engineer - Dearborn Area
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Support installation and commissioning of new equipment on the plant floor.
Added 12 mins ago
I/DD Care Manager - QP (Forsyth County, NC)
Winston-Salem, NC
LOCATION: Remote – must live in or near Forsyth County, North Carolina

Jobgether

Retirement Sales Support, Sr Associate

Remote, United States

$66,750 to $106,800 USD / year

Apply on jobs.lever.co About employer

Applications open in a new tab.

Job details

Pay: $66,750 to $106,800 USD / year
Experience: At least 1 year of experience in retirement plans, retirement services, or a related financial services field directly relevant to the role.
Posting language: English
Posted: Nov 13, 2026

Original job description

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:

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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.

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Contribute to team objectives for plan participation, contribution rates, and account balances by identifying participants who could benefit from enrolling or increasing their contributions.

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Support inbound call center activities by answering participant questions and resolving straightforward inquiries using established procedures and policies.

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Review participant account information and retirement plan data to understand individual needs, financial objectives, and retirement goals.

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Explain rollover and distribution options, including Individual Retirement Account (IRA) solutions, helping participants make informed decisions while supporting asset retention.

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Document participant interactions, outcomes, and follow-up actions accurately in the CRM system and ensure all assigned follow-ups are completed on time.

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Collaborate with Relationship Management and other internal teams to share participant insights, support retention initiatives, and refer participants to relevant financial services.

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Complete assigned tasks for team projects and participant engagement initiatives under leadership guidance.

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Develop knowledge of plan sponsors, retirement plan structures, and participant segments to deliver more relevant and effective conversations.

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Escalate complex or non-routine participant inquiries and plan-related situations to senior colleagues or leadership for review.

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Maintain compliance with applicable regulations, internal policies, and industry standards throughout all participant interactions.

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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:

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At least 1 year of experience in retirement plans, retirement services, or a related financial services field directly relevant to the role.

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Bachelor's degree or equivalent professional experience. Four years of relevant work experience may substitute for a bachelor's degree.

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FINRA Securities Industry Essentials (SIE), Series 6, Series 63, and Life & Health licenses required within 120 days of hire.

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Chartered Retirement Plans Specialist (CRPS) or Chartered Retirement Planning Counselor (CRPC) designation required within one year of hire.

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Excellent organizational and time-management skills, with the ability to prioritize workloads and manage multiple tasks simultaneously.

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Strong attention to detail and the ability to handle participant information accurately and responsibly.

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Effective communication and interpersonal skills, particularly when explaining financial concepts and retirement options to participants.

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Ability to work collaboratively with internal teams and follow established procedures in a regulated environment.

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Proficiency with Salesforce or a similar CRM platform is preferred.

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Bilingual proficiency in English and Spanish is an advantage.

Benefits:

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Annual base salary ranging from $66,750 to $106,800 USD, with anticipated starting compensation between the minimum and midpoint of the range.

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Eligibility for an annual incentive program based on company, business unit, and individual performance.

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Potential additional rewards, including long-term incentives and sales incentives.

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Competitive 401(k) retirement plan and comprehensive employee benefits.

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Paid time off and parental leave.

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Flexible work arrangements, with remote work available for employees residing outside commuting distance of an office location.

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Clearly defined career paths and professional development opportunities.

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Leadership development programs and virtual training opportunities.

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Free financial counseling, health coaching, and employee assistance services.

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Tuition assistance program.

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Access to productivity tools, technology resources, and professional training.

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Inclusive workplace culture that values diverse perspectives and employee development.

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Application deadline: December 4, 2026, subject to earlier closure depending on application volume.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

Apply on jobs.lever.co About employer

More about this job

Skills

Sales
Customer service
Relationship building
Leadership
Regulatory compliance
Communication skills
Securities
Time management
Attention to detail
Interpersonal skills
Salesforce
Bilingualism

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Work requirements

Jobs in the United States