Retirement Sales Support, Sr Associate

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Retirement Sales Support, Sr Associate based in the United States. As a Retirement Sales Support, Sr Associate, you will help retirement plan participants make informed financial decisions and work toward their long-term retirement goals. You will provide personalized education and guidance through phone calls and virtual meetings, explaining retirement plan features, enrollment options, contributions, rollovers, and distributions. Working closely with internal sales, relationship management, and customer service teams, you will contribute to increasing plan participation, improving contribution rates, and supporting customer retention. You will use participant account information and financial services knowledge to identify individual needs and recommend appropriate next steps. This role combines retirement expertise, customer engagement, and relationship building within a structured, compliance-focused environment. It offers opportunities to develop specialized financial knowledge and grow within the retirement services industry.