Retirement Counselor jobs in Elkhart, IN
Recently Added Retirement Counselor jobs
Retirement Assistant Administrator
- Everence Financial
-
Goshen, IN
FULL_TIME
-
Job Description
POSITION SUMMARY
Assists in providing leadership for operations activities related to Everence Retirement Services (ERS), in the day-to-day administrative tasks of Everence annuities, Mennonite Retirement Trust (MRT), and as needed within the department.
Responsibilities And Duties- Coordinate the onboarding of new ERS plans, facilitate communication between advisors and third-party providers, and maintain the day-to-day operation of existing ERS plans.
- Develop and maintain expertise in ERS products to assist clients and Everence consultants in how to establish accounts, complete enrollment materials, maintain accounts, and complete forms.
- Provide backup to the Life Administrator when necessary.
- Provide backup to OSJ support staff.
- Assist with day-to-day administrative tasks in MRT (e.g. approve surrenders, and provide customer service to participants, employers, and advisors).
- Assist in carrying out day-to-day administrative tasks for annuities (e.g. process new applications, run illustrations, process contributions, and distributions).
- Complete such other projects as assigned by the VP of Financial Services Operations.
Education:
College Graduate
Experience:
Prior experience in the financial services industry or the area of retirement plans desired
Skills and Abilities:- Background in retirement products and operations is desired, but not required
- Ability to take initiative; working independently, as well as in a team environment
- Strong attention to detail and accuracy
- Strong written and oral communication skills, including the ability to read, understand, and communicate technical information clearly and simply
- Advanced proficiencies with Microsoft Office and ability to learn additional software programs
- Either possess or willingness to obtain professional retirement certifications
SCHEDULE: Full-time - 12 Days Ago
Nurse
- Grace Village Retirement Community
-
Winona, IN
PART_TIME
- Are you a Nurse (RN or LPN)? All shifts available. Apply at Grace Village, where we all rise by lifting others.Become part of our residents’ life stories. They have amazing experiences and love to sha...
- 10 Days Ago
Nurse Supervisor M-F 3p-11:30p
- Grace Village Retirement Community
-
Winona, IN
FULL_TIME
- Nursing Supervisor for 2nd Shift Needed. At Grace Village, we rise by lifting others. Are you a nurse who is passionate about caring for the elderly and has long-term care experience? We have the oppo...
- 15 Days Ago
School Counselor
- Middlebury Community School Corp
-
Middlebury, IN
FULL_TIME
- Description: Full-time Middle School Counseling position to start in the 2022-23 school year.Job Summary: Assist assigned students in grades 6-8 with academic and counseling related needs.Qualificatio...
- 1 Month Ago
GIS - School Counselor
- Goshen Community Schools
-
Goshen, IN
FULL_TIME
- The following vacancy exists in Goshen Community Schools for the 2024-25 school year: Goshen Intermediate School School Counselor All positions begin as a one year contract, but have the potential to ...
- Just Posted
Bilingual Housing Counselor
- Lacasa, Inc.
-
Elkhart, IN
FULL_TIME
- Job PurposeEquip people to unlock their potential through meaningful delivery of financial coaching and education, homeownership counseling, and administering of Individual Development Accounts (match...
- 1 Day Ago
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0 Retirement Counselor jobs found in Elkhart, IN area
Recreational Therapist
- ADEC INC.
-
Elkhart, IN
- Job Description Job Description ADEC, Inc is a non-profit agency that proudly advocates for and serves people with intel...
- 12/12/2024 12:00:00 AM
Recreational Therapist
- ADEC INC.
-
Elkhart, IN
- Job Description Job Description ADEC, Inc is a non-profit agency that proudly advocates for and serves people with intel...
- 12/12/2024 12:00:00 AM
Relationship Banker - Concord Mall - Elkhart, IN
- JPMorgan Chase
-
Elkhart, IN
- You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are...
- 12/12/2024 12:00:00 AM
Travel Nurse RN - Cardiac Cath Lab - $2,576 per week
- Planet Healthcare
-
Mishawaka, IN
- Planet Healthcare is seeking a travel nurse RN Cardiac Cath Lab for a travel nursing job in Mishawaka, Indiana. Job Desc...
- 12/11/2024 12:00:00 AM
Music Therapist
- ADEC INC.
-
Elkhart, IN
- Job Description Job Description ADEC, Inc is a non-profit agency that proudly advocates for and serves people with intel...
- 12/10/2024 12:00:00 AM
Music Therapist
- ADEC INC.
-
Elkhart, IN
- Job Description Job Description ADEC, Inc is a non-profit agency that proudly advocates for and serves people with intel...
- 12/10/2024 12:00:00 AM
Customer Service Representative
- TMX Finance Family of Companies
-
Elkhart, IN
- Overview As a Customer Service Representative, you'll build connections and offer a wide range of products and services ...
- 12/9/2024 12:00:00 AM
Clinical Pharmacist
- Trinity Health
-
Mishawaka, IN
- **Employment Type:** Part time **Shift:** Rotating Shift **Description:** PRN (as needed) Clinical Pharmacist About the ...
- 12/8/2024 12:00:00 AM
About Elkhart, Indiana
Elkhart /ˈɛlkɑːrt/ is a city in Elkhart County, Indiana, United States. The city is located 15 miles (24 km) east of South Bend, Indiana, 110 miles (180 km) east of Chicago, Illinois, and 150 miles (240 km) north of Indianapolis, Indiana. Elkhart has the larger population of the two principal cities of the Elkhart-Goshen Metropolitan Statistical Area, which in turn is part of the South Bend-Elkhart-Mishawaka Combined Statistical Area, in a region commonly known as Michiana. The population was 50,949 at the 2010 census. Despite the shared name, it is not the county seat of Elkhart County; that ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Retirement Counselor jobs
$47,027 to $60,553
Elkhart, Indiana area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does a Retirement Counselor do?
Retirement Counselor
Build strong relationships with territory key-contacts, plan sponsor representatives and internal stakeholders in an effort to maximize the distribution and use of Empower services.
December 30, 2022
Assist clients in effectively consolidating outside financial accounts.
January 22, 2023
Supports on-site distribution events as needed.
February 01, 2023
Responds (both verbally and in writing) to inquiries, appointments, and walk-ins in a timely and courteous manner.
March 04, 2023
Obtains various forms of required member documentation and initiates retirement process.
March 07, 2023
Performs research of individual records to verify eligible compensation, service eligibility, previous refunds, re-deposits, and related activity.
March 21, 2023
Communicate effectively verbally and in writing.
March 27, 2023
Follow written and verbal instructions.
April 10, 2023