Retirement and Investment Services Specialist
Job in
Madison, Dane County, Wisconsin, 53701, USA
Listed on 2026-10-05
Listing for:
CFS
Full Time, Commission-based only
position Listed on 2026-10-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
Salary: $62,000–$67,000 + bonus opportunity up to 25%
Location: On-site
Industry: Retirement & Investment Services / Insurance
- Join a high-performing, collaborative team where having fun is one of the company’s core values.
- Help educators and members navigate important financial decisions around retirement savings, investments, distributions, and wealth transfer.
- Move away from commission-based sales while continuing to use your financial services knowledge and customer-facing skills.
- Strong long-term career opportunities in financial planning, plan administration, or field-based member services.
- Excellent benefits, including an employer 401(k) contribution equal to 25% of gross wages, three weeks of vacation, five days of sick leave, nine paid holidays, and volunteer time off.
- Provide high-level customer service to members by phone and virtually, assisting with 403(b) and IRA enrollments, investment allocations, distributions, and account questions.
- Process and explain asset exchanges and transfers while applying applicable IRS rules and retirement plan requirements.
- Help members understand 403(b) rules and available retirement savings and distribution options across different plans.
- Guide members through wealth transfer and beneficiary claims from the initial call through completion, providing a compassionate and empathetic experience.
- Partner with the Service Team, Financial Advisory Team, and Field Member Benefit Consultants on member needs, research, form updates, new rules, and other projects.
- Full FINRA licensing including SIE, Series 6, and Series 63, along with Wisconsin Life Insurance licensing; candidates who are partially licensed may be considered depending on circumstances.
- 1–2 years of customer service or sales experience, preferably within financial services, insurance, retirement planning, or a related environment.
- Associate’s or Bachelor’s degree in Business preferred, along with strong communication, collaboration, and problem-solving skills.
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