State of Florida

Retirement Specialist

State of Florida

Tallahassee, FL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to the State of Florida's Retirement Specialist position. We are seeking a highly motivated and detail-oriented individual to join our team of professionals. As a Retirement Specialist, you will play a critical role in assisting our employees with their retirement plans and ensuring their financial security for their future. The ideal candidate will have a strong understanding of retirement plans, excellent communication skills, and a passion for helping others. If you meet these qualifications and are ready to make a positive impact on the lives of others, we encourage you to apply for this rewarding position.

  1. Provide expert guidance and support to employees regarding retirement plans offered by the State of Florida.
  2. Conduct thorough assessments of employee retirement needs and assist in creating personalized retirement plans.
  3. Stay up-to-date with changes in retirement laws and regulations to ensure compliance and provide accurate information to employees.
  4. Communicate effectively with employees and address any concerns or questions related to their retirement plans.
  5. Collaborate with other team members to develop and implement retirement education programs for employees.
  6. Maintain accurate records and documentation of employee retirement plans.
  7. Proactively identify and resolve any issues or discrepancies with retirement plans.
  8. Conduct regular audits of retirement plans to ensure accuracy and compliance.
  9. Provide excellent customer service and build strong relationships with employees to support their retirement planning journey.
  10. Continuously seek opportunities for professional development to enhance knowledge and skills in retirement planning.
Where is this job?
This job is located at Tallahassee, FL, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business Administration, Or A Related Field.

  • Minimum Of 2 Years Of Experience In Retirement Planning Or Financial Advising.

  • Knowledge Of State And Federal Retirement Programs, Such As The Florida Retirement System (Frs) And Social Security.

  • Strong Understanding Of Investment Strategies And Financial Planning Principles.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients And Colleagues.

Required Skills
  • Financial Planning

  • Investment Management

  • Tax laws

  • Pension administration

  • Retirement Benefits

  • Pension Calculations

  • Retirement Options

  • Social Security

  • Retirement Eligibility

  • Annuity Programs

  • Retirement Counseling

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • flexibility

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Retirement Specialist in Tallahassee, FL, USA is $35,000 to $60,000 per year. However, this can vary depending on factors such as years of experience, education level, and the specific industry or company the specialist is working for.

Additional Information
State of Florida is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 5th, 2024
Apply BeforeMay 22nd, 2025
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About State of Florida

Florida is the southeasternmost U.S. state, with the Atlantic on one side and the Gulf of Mexico on the other. It has hundreds of miles of beaches. The city of Miami is known for its Latin-American cultural influences and notable arts scene, as well as its nightlife, especially in upscale South Beach. Orlando is famed for theme parks, including Walt Disney World.

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