Retirement Solutions Specialist; Hybrid

Careers At Patriot Growth Insurance Services and Partner Agencies

Current job opportunities are posted here as they become available.

About Olson, A Division of Patriot Growth Insurance Services: The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years.

The Retirement Solutions Specialist plays a key role in delivering exceptional service to The Olson Group’s group retirement plan participants and individual wealth planning clients. This position supports the day-to-day operations of the retirement solutions department by managing client interactions, coordinating reviews and meetings, maintaining accurate records, and ensuring a high-quality client experience.

This role is ideal for a service-oriented professional with strong retirement plan knowledge, excellent organizational skills, and the ability to build trusted client relationships.

Work Arrangement: This is a full-time, hybrid position reporting to our office in Omaha, NE.

• Serve as a primary point of contact for group retirement and individual wealth planning clients
• Respond promptly and professionally to client inquiries via phone and email
• Schedule and coordinate client appointments, reviews, and meetings
• Support quarterly and annual reviews for individual and group retirement clients
• Maintain accurate client records, documentation, and activity notes
• Utilize Salesforce and other tools for calendar management, reporting, and tracking client activity
• Generate reports to monitor client progress and key performance metrics
• Build and maintain strong client relationships through proactive follow-up and personalized service
• Coordinate paperwork and administrative activities related to client servicing

• 3-5 years of experience in retirement plan management (5+ years strongly preferred)
• Strong knowledge of retirement plans including 401(k), 403(b), 401(a), 457(b), and 414(h)
• Understanding of mutual funds and modern investment theory
• Series 6 or Series 7 and Series 63/65/66 licenses required
• Bachelor’s Degree in Business Administration, Finance, or a related field
• Professional designations such as CMFC and/or AIF preferred
• Strong organizational, communication, and problem-solving skills
• Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite
• Ability to manage multiple priorities in a client-facing, team-oriented environment
• Commitment to confidentiality, ethics, and regulatory compliance

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies.

Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical,…