A Retirement Counselor assists employees in selecting, managing, and getting pension and benefit plans so that they can get a steady flow of income after their retirement. Core duties associated with the role are listed on the Retirement Counselor Resume as – designing and implementing benefits, savings, and pension programs for clients, conferring with employees in person as they design the retirement plans, working closely with the human resources department, explaining complicated nature of investment, compensation and retirement packages to employees in a clear, and concise fashion, filing and processing retirement plans, managing electronic databases and working with complex spreadsheets. These counselors also work with employees to design a plan that suits best for their plans.
The occupation requires a bachelor’s degree in a related field, employers often prefer those who have cleared the Series 7 Financial exam. Other useful skills needed to complete the job include the following – knowledge of retirement options, financial expertise, confidence working with numbers, and a high degree of confidentiality. Background qualifications include human resources or finance.
Summary : Last eleven years of experience as a Retirement Counselor, Community Service Coordinator, and Community Liaison has proven that this is the career I was meant to do. Working with the elderly has really become my passion and they inspire me more every day. Prior to that my previous years of experience have given me a broad range of organizational, managerial, interpersonal, and communication skills. Greatest strength is listening and identifying others' needs along with a strong customer service orientation.
Membered of a start up team for our Assisted Living (AL) and Health Care Pavilion that opened.
Signed and notarized all company contracts and residential living wills, POAs, etc.
Worked with potential residents and families to determine their individual needs and appropriate living arrangements.
Utilized REPS software to obtain new leads and to follow up with prospective clients with telephone calls while inputting data on each contact.
Provided informative tours of facility and living areas in all areas of campus.
Sold 40% of AL apartments in first 3 months of opening of new facility, maintaining AL apartment occupancy throughout the years.
Sold 6 of the remaining 7 Independent Living cottages while managing a large waiting list for new cottages.
Experience
10+ Years
Level
Senior
Education
MS
Retirement Counselor Resume
Summary : To be a seasoned Retirement Counselor professional, the outgoing person offering superb customer service skills with proficiency and passion for meeting and greeting the public and or interacting with other employees and exceeding goals. A results-oriented professional, problem solving, people person with years of work experience in multiple areas (too many to list on this brief resume), retirement counselor for the Arkansas Teacher Retirement System however seeking employment closer to my home in Benton/Bryant area.
Skills : Commercial Ratings in Multi, Single engine airplanes, and helicopters., Crew Resource Management Instructor, Certified Flight Instructor, Single and Multi-Engine Instrument.
Description :
Responsible for counseling our members on retirement benefits and processing retirement applications.
Required to be educated and well versed in state and federal laws as well as agency/institution policy.
Counselled retirement system members on available annuity options, explaining procedures for purchasing, receiving retirement credit for previous service or reciprocal service, and prepare correspondence regarding benefit status.
Computed annuity benefits, utilizing years of service and compensation factors determining amount needed from reserve each month.
Verified eligibility for retirement benefits through reviews of school, military, insurance, and state records.
Establish and update retirement benefits files and processes retiree payroll, including writing and balancing vouchers and mailing checks and forms.
Prepared monthly retirement system membership reports for the Board of Trustees.
Experience
10+ Years
Level
Senior
Education
Business Management
Retirement Counselor Resume
Objective : To obtain a Retirement Counselor position, working in a retirement community, where I can apply my knowledge, skills, and experience working with the senior population.
Sponsored retirement accounts of those working in the nonprofit sector.
Maintained investment counseling client base with daily interaction and follow-up.
Provided education on complicated retirement plans such as annuities, 403bs, and 401ks rules and regulations.
Discussed and recommend retirement income options, investment allocations, and contribution percentages.
Problem-solved errors on payment or contracts, diffuse client complaints and provide satisfactory resolution and promote client retention.
Conducted in-depth reviews of client's financial circumstances and future goals.
Assisted clients in making informed decisions.
Experience
2-5 Years
Level
Executive
Education
Bachelor's
Retirement Counselor Resume
Summary : Retirement Counselor is responsible for providing technical assistance to help customers understand the impact of their policies and procedures on risk, including providing assessments, managing claims, and providing education on insurance products.
Skills : Advanced In Microsoft Excel, Word, And Powerpoint, Time Management.
Description :
Counseled retirees on which paths to take for retirement.
Assisted in financial decisions for retirees.
Created benefit estimates for retirees who requested them.
Scheduled appointments for retirement counseling.
Assisted in an implementation of a new retirement system, Concord.
Assisted in an implementation of a new self-service system for retirees.
Used Financial, analytical, and various problem-solving methods.
Experience
7-10 Years
Level
Management
Education
MBA In Finance
Retirement Counselor Resume
Headline : Seeking a position with new challenges and room for growth. I would welcome the opportunity to speak with you regarding the position you are seeking to fill. I currently reside in Winston OR. I can relocate if needed. I believe having proper etiquette is essential to this type of position and I could use my talents to enhance the quality of your company.
Skills : Public Speaking And Training Experience, Management And Staff Supervision Experience, Strong Communication And Interpersonal At All Corporate Levels, Bilingual English/Spanish.
Description :
Developed direct mail campaign to introduce Community to Perspective Residents and families.
Continually worked on outside sales calls, to cultivate new relationships with Chamber of Commerce and attend community events.
Enjoyed networking events and also catered events at community to include residents and potential residents and their families.
Assisted in maintaining budgets to keep costs within quarterly budgets.
Responded in a timely manner to all calls and set tours with families and residents.
Assisted families with all paperwork for VA and doctor's releases.
Networked on several levels to enhance community outreach.
Experience
5-7 Years
Level
Executive
Education
Business Administration
Retirement Counselor Resume
Summary : Dedicated Retirement Counselor with over 20 years of experience in academic and corporate environments. I am skilled in designing various learning materials and program plans while working closely with stakeholders, subject matter experts, and training team members to design highly effective training programs, curricula, and materials for both academic and corporate clients.
Skills : Assisted Living Facilities Administration, Management.
Description :
Cultivated prospective residents for residency, gauging their interest through lead management, scheduling tours, and appointments, planning marketing events and lectures, and identifying the appropriate accommodation to meet needs.
Worked with sales and referral development goals.
Developed and maintained relations with referral sources.
Selected Contributions: Maintained 12 move-ins per quarter.
Established referral relationships with local realtors to drive more sales and sustain brand recognition.
Introduced new marketing event ideas that are now copied by competitors.
Demonstrated customer service.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Science
Retirement Counselor Resume
Objective : As a Retirement Counselor, responsible for Developing and collaborating with enterprise and operational R2 program managers and stakeholders in developing complex performance measures, management control, metrics, workload factors, and other statistical factors goals and objectives, Supporting evaluating compliance, operations, and effectiveness of R2 programs.
Skills : Benefits Analysis And Administration, Coordinating Skills.
Description :
Counseled participants preparing for retirement, ensuring a smooth transition from active employment to retirement.
Answered retirement-specific questions and helped retirees to complete benefit forms.
Interacted with clients and participants at all levels.
Explained characteristics of Defined Benefit, Defined Contribution, and Health and Welfare retirement benefits, clarifying available payment options and annuity payment stream timing.
Provided individual attention to ensure all participants received superior customer service, accurate information, and prompt, courteous answers to questions.
Responsible for group sales presentations, outbound sales calls, in-home sales presentations, event participation.
Followed through to include discovery process, maintain prospect relationships, retain sales and move prospects forward.
Experience
2-5 Years
Level
Executive
Education
MS
Retirement Counselor Resume
Headline : As a Retirement Counselor, Experienced in setting and meeting goals. Proven results in handling complex Retirement issues, Demonstrating experience in Client Services duties dealing with heavy call volumes and appointments and walk-ins.
Provided employer plan information for retirement 401k and 457 plans.
Updated participant's contribution rates, beneficiary designations, discuss terms and conditions of loans, such as amount available and length of terms.
Reviewed status and discuss IRS hardship regulations.
Reviewed IRS tax information with the participant.
Processed pre-tax and after-tax with drawls from the plan.
Balanced payroll of $15B and oversaw processing of applications for a variety of retirement benefits administration.
Educated beneficiaries and spouses to explain retirement processes.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Retirement Counselor Resume
Objective : As a Retirement Counselor, responsible for Providing comprehensive financial education to clients and their spouses/partners on all aspects of retirement, including risk tolerance, investment strategy, and income sources, Creating a personalized plan for each client based on their individual needs and goals.
Skills : Microsoft Office, Customer Service.
Description :
Assisted in MERS Plan Document language development and system provisioning.
Communicated complex information to clients to make them aware of their options and help them assess the relative merits of different plans.
Able to also receive and process notice of death of retirees determine beneficiary, and process final payment before closing benefits amount.
Knowledged of and worked with Qualified Domestic Relations Orders (QDRO).
Scheduled and conducted medical committee meetings.
Developed plans for clients with regards to retirement savings and investments.
Created action plans for clients to help them reach their goals.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Retirement Counselor Resume
Objective : To obtain a Retirement Counselor position that will challenge and enhance professional development in a highly engaged business environment that will further allow the demonstration of my accounting education and experience.
Skills : Microsoft Office Products.
Description :
Provided individualized interviews and counseling to aid the individual in career decision making.
Provided assistance to personnel applying for scholarships, educational allowances, and grants.
Conducted surveys of educational needs and preferences.
Served as liaison with schools on and off the installation and solves problems that students may have with the academic institution.
Provided informational, diagnostic, and academic counseling to military personnel, their dependents, and civilian personnel pursuing undergraduate/graduate, vocational, technical, and professional development opportunities at various levels.
Conducted periodic reviews of progress with clients to ensure they are on track towards their goals.
Offered one-on-one counseling for clients about their retirement plans.
Creating an account is free and takes five seconds.
You'll get access to the PDF version of this resume template.
Choose an option.
Sign up with Google
Sign up with Facebook
Sign up with Linkedin
This helps us make sure you're human and prevents spammers from abusing our services.
By continuing, you agree to our Privacy Policy and Terms.
Unlock the Power of Over 10,000 Resume Samples.
Take your job search to the next level with our extensive collection of 10,000+ resume samples. Find inspiration for your own resume and gain a competitive edge in your job search.
Get Hired Faster with Resume Assistant.
Make your resume shine with our Resume Assistant. You'll receive a real-time score as you edit, helping you to optimize your skills, experience, and achievements for the role you want.
Get Noticed with Resume Templates that Beat the ATS.
Get past the resume screeners with ease using our optimized templates. Our professional designs are tailored to beat the ATS and help you land your dream job.
