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DATE ADDED: Wed 03/10/2018

Retirement Plan Service Specialist

Hartford, USA


Job Description

We are seeking a Retirement Plan Service Specialist to join our Client's team. This position is for a Financial Advisor or Retirement Plan Customer Service Professional who would be interested in joining a large national firm that specializes in the retirement plan industry.


  • This role would be coordinating with plan sponsors of various organizations in order to get the incoming plans transitioned smoothly.
  • This person would be working with payroll integration and auto enrollments and would be responsible for some day to day client service.
  • This person would have to have excellent communication and writing skills and be energetic and professionally driven.


  • Previous experience in customer service, sales, or other related fields
  • Ability to build rapport with clients
  • Ability to prioritize and multitask
  • Positive and professional demeanor
  • Excellent written and verbal communication skills

Compensation: The full compensation ranges from 40-50K. The position pays a base compensation of $35,000 - $40,000 dependent on having an active FINRA Series 6 license. There is also an annual bonus of 20% to 25% and some excellent benefits that are almost 100% fully paid by the company, four weeks of vacation, a 401k with a great match and even a pension plan.  Not only that but a lot of room for growth throughout the organization. Don't have your Series 6? MUST be obtained within 90 days but the company would assist with the process.


Company Description
Large Insurance based firm with multiple locations in the US.

Role: Retirement Plan Service Specialist
Job Type:
Location: Hartford,

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