Retirement Plan Service Specialist

Tampa, FL

Posted: 05/27/2020 Industry: Employee Benefits & Retirement Services Job Number: ME20.4.29.1 Pay Rate: 40,000 to 50,000

Job Description

We are seeking a Retirement Plan Service Specialist to join our Client's team. This position is for a Financial Advisor 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.



Job Requirements


  • 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 $40,000 dependent on having an active FINRA Series 6 license. There is also an annual bonus of 15% to 25% and some excellent benefits and 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. 


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