Retirement Counselor

USA: | Customer Service | Full Time

25.51 - 25.51 USD per hour

Posted 3 days ago | Apply before August 26, 2026

Applications will be accepted through 11:59 PM MST on the posting end date.

The Public Employee Retirement System of Idaho (PERSI) is seeking a hard-working and committed Retirement Counselor with experience providing world-class customer service. At PERSI, our strength is the service we provide our membership and the staff that provide that service. We have a friendly and member-focused workplace atmosphere with a staff who are dedicated, talented, and caring, and committed to working smart and providing the best customer service possible.

As a Retirement Counselor you work directly with members in a one-on-one setting to provide in-depth retirement counseling sessions that cover benefits through PERSI. One-on-one counseling sessions will be held in a PERSI office, virtually and/or at employer locations. You're dedicated to PERSI core values of commitment, character and competence and looking to continue learning in an ever-evolving field. You also have the ability to be flexible and manage priorities, have an easy-going attitude, and enjoy working with both internal and external customers.

You will report to the Retirement Services Supervisor and be scheduled to meet with PERSI members one-on-one. You'll work together with the PERSI staff to build stronger relationships with our members at every step of their retirement journey. Additionally, you will be a key contributor in identifying areas to improve service for our membership.

This position is located in Boise, full-time, Monday-Friday, 8am-5pm, 40 hours per week, with full benefits.

This position is eligible for the PERSI benefits package, including:

• Excellent low-cost medical, dental, and vision insurance
• Generous vacation and sick leave accrual beginning as soon as you start
• Eligibility for the Public Service Loan Forgiveness Program (PSLF)
• Wellness programs; ongoing training opportunities; and more

You bring to the table:

• Owner's mentality: no job is too big or too small; you are willing to roll up your sleeves and get it done
• Communicative approach: you recognize that language has different purposes and functions, and you vary the language according to the need, setting, and participants
• Flexible style: you appreciate that no two days are the same, nor do you want them to be
• You are able to manage priorities in a high-productivity environment within clearly defined deadlines
• Detail-oriented mindset: you pay attention to the smallest of details even when busy

As a Retirement Counselor, you will:

• Prepare for and conduct one-on-one retirement counseling sessions for members
• Review members PERSI account as well as financial statements or estimates provided by the member from other retirement accounts or investments
• Prepare PERSI retirement estimates and other PERSI retirement documents
• Compile information provided by member to assist the member in retirement planning.
• Provide members with accurate and complete overview of all options available under PERSI
• Calculate retirement benefit estimates, purchase of service costs, buybacks and other calculations as needed
• Manage scheduled appointments and be available to travel to employer locations

Candidates who reach the final hiring stage will be required to participate in a criminal background check. Having a criminal record will not automatically eliminate applicants from consideration, but may be considered as part of the hiring process.

Minimum Qualifications (must be reflected in your resume):

• Good knowledge of defined benefits plans and defined contribution plans
  - This is typically gained by completing at least two upper-division college courses or workshops covering defined contribution plans; OR at least one year of work experience working with and explaining defined contribution plans
• Advanced math skills for benefit calculations
  - This is typically gained by completing at least high school algebra or college business math AND at least 6 months of work experience performing calculations such as formulas involving decimals, pro-rating, calculating and applying…