Retirement Resume Sample

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Milton Klein
8882 Baylee Cliff,  Houston, TX
+1 (555) 155 6001

Work Experience

Agent Manager, Medicare & Retirement
02/2016 - PRESENT
Los Angeles, CA
  • Explain (via e mail & telephone) clearly to Advisors how an appropriate holistic income solution(s) impacts a client’s plan and explain how the solution add values to the client’s retirement plan
  • Provide regular feedback to the Retirement Partners Management team to improve both the advisor experience and operational efficiencies
  • Proactively profile participants through outbound and inbound calls with the goal of determining and recommending an appropriate solution based on the participant’s needs and goals
  • Review client’s financial situation and recommend appropriate investments based on the client’s goals and objectives
  • Sales & Practice Management
  • Program and Initiative Development
  • Series 7 and 63 required to be considered for role
  • A student of the industry with demonstrated confidence of topical knowledge
  • Willingness to successfully complete within 60 days the Series 6, 63 and 65 licenses (preference is to currently hold such licenses)
Retirement Consultant
06/2010 - 08/2015
Los Angeles, CA
  • Process Request For Proposals (RFPs) by utilizing the LPL Retirement Partners Tool Suite
  • Communicate with plan providers, internal Retirement Consultants and LPL Advisors on gathering and submitting data related to LPL’s Small Market Solution program
  • Create quarterly Investment Monitoring Reports for LPL retirement plan advisors
  • Gather data, update reporting system and review for accuracy utilizing LPL’s Retirement Partners Tool Suite
  • Handling outbound and inbound calls with participants, Plan Advisors and Wealth Management Advisors
  • Provide regular feedback to the management team to improve both the advisor experience and operational efficiencies
  • Considerable initiative, judgment, and leadership skills are also required
HR Retirement Assistant
09/2006 - 04/2010
Dallas, TX
  • Providing support to colleagues on all aspects of valuation data and liability calculations and liaising with other Mercer businesses to deliver a streamlined service to clients
  • Performing core technical actuarial calculations for the completion of accounting disclosures, actuarial funding updates, actuarial reports and individual technical calculations
  • Working extensively with in house software, Excel and Valuation tools in order to perform key valuation processes
  • Documenting own work to a high standard, explaining all steps carried out and outcomes to colleagues
  • Acting in accordance with Mercer Professional Standards and following the peer review/checking process
  • Institutional retirement plan sales experience
  • Thorough knowledge of retirement plans (401K, 403B, 457, Profit Sharing, Defined Benefit, Nonqualified Plans)
  • Demonstrated strong organizational skills INDBBTW


Rowan University
2001 - 2005
Bachelor's Degree in Actuarial Science

Professional Skills

  • Strong interpersonal skills as well as strategic and creative thinking and strong consultative skills
  • Excellent communication skills - demonstrating high level writing and verbal skills. Effective as the dissemination of information and a good listener
  • Excellent prioritisation, attention to detail and problem solving skills
  • Demonstrate excellent judgement and decision making skills
  • Proven skills in leading large complex projects and managing client expectations
  • Excellent verbal and written communication, public speaking, and interpersonal skills
  • Strong analytical and integrative skills including ability to draw conclusions and identify trends from data in a logical, systematic way

How to write Retirement Resume

Retirement role is responsible for analytical, presentation, excel, interpersonal, microsoft, organizational, customer, technical, organization, business.
To write great resume for retirement job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Retirement Resume

The section contact information is important in your retirement resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Retirement Resume

The section work experience is an essential part of your retirement resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous retirement responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular retirement position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Retirement resume experience can include:

  • Perform different levels of problem resolution & data analysis for all aspects of retirement operations support including contributions, distributions, conversions, recharacterizations and testing all tax data
  • Strong problem solving skills, organization skills, data entry skills and ability to work in a team environment
  • Good problem solving skills and good organization skills
  • Excellent verbal and written communication skills; interpersonal, organizations and planning skills
  • Strong analytical, problem solving, organizational and planning skills and excellent follow through
  • Strong data auditing skills with excellent attention to detail

Education on a Retirement Resume

Make sure to make education a priority on your retirement resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your retirement experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Retirement Resume

When listing skills on your retirement resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical retirement skills:

  • Strong analytical and problem solving skills coupled with strong written & verbal communication skills
  • Strong IT skills with good working knowledge of Microsoft Office, in particular Excel
  • Strong ability to present information in an objective and logical manner for effective decision making as well as strong negotiation and influencing ability
  • Work effectively in a team and build strong working relationships with peers, senior colleagues and other Mercer businesses
  • Good verbal and written communication and basic reasoning skills
  • Strong oral and written communication skills including the ability to make presentations to large groups

List of Typical Experience For a Retirement Resume


Experience For Retirement Consultant Resume

  • Use strong problem solving and analytical skills to differentiate between different products and the appropriate processing methods
  • Strong computer skills (Proficiency using Microsoft Office tools (specifically: Excel, Word, and PowerPoint)
  • Strong verbal and written skills with the emphasis on being able to articulate complex benefit information to a variety of clientele
  • Review and validate all error, warning, discrepancy/validation reports, and STAC and MVAS output for incoming and outgoing files to ensure file/data accuracy
  • Experience dealing with pension plans (and experience working with pension plan software)

Experience For Retirement Plan Analyst Resume

  • Exceptional written and oral communication skills, including a developed ability to present to audiences of varying seniority, backgrounds and expertise
  • Effectively managing complex projects based on pension plans across EMEA
  • Strategic thinker with good judgment and strong understanding of process
  • Organizational Skills: Plans, organizes and completes projects and activities independently and thoroughly
  • Establishing project requirements, priorities and deadlines for BRP enhancements or regulatory changes
  • Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning

Experience For Agent Manager, Medicare & Retirement Resume

  • Provides Mission leadership in the senior living setting, focusing on fulfillment of strategic priorities
  • Demonstrates professional working relationships with other departments or colleagues in a working environment
  • Develop a strong understanding of qualified retirement plan regulations and how these apply to transactional processing
  • Participation in and facilitation of team effectiveness, taking actions demonstrating consideration for the feelings and needs of others
  • Assist the management team in developing metrics that demonstrate the progress / completion of Retirement inquiry resolution
  • Working in an Agile/Scrum methodology with proven success in a Product Owner role

Experience For Retirement Plan Manager Resume

  • Possesses a good understanding of Fidelity’s products, procedures and customer’s needs
  • A good knowledge of Fidelity’s internal Operating systems would be advantageous
  • Omni recordkeeping system experience
  • Strong knowledge of banking, SEC, DOL, IRS, FDIC and securities industry requirements, regulations, and laws
  • Ten (10) + years of experience in Plan Design, Compliance, and Accounting
  • Maintain a good working knowledge of Retirement Plan products available in the market; use this knowledge to market products to bank clients and non-clients
  • Five or more years of experience in pension plan administration, audit, finance, benefits finance, accounting or related field
  • Multitask, shift priorities, and work under pressure with competing daily deadlines

Experience For Retirement Benefits Manager Resume

  • Experience with qualified retirement plans , including defined contribution and defined benefit plans
  • Experience selling Medicare Advantage/ Dual Eligible Special Needs Plans (D-SNPs)
  • Measure effectiveness across a variety of dimensions to continuously refine the selling system
  • Represent UHC as the local leader in Provider meetings to review Quality performance and discuss opportunities for improving M&R membership experience
  • Strong technical knowledge of ERISA and IRS regulations pertaining to retirement plans
  • Meet deadlines, balance changing priorities and work well under pressure
  • Relevant experience with compliance filings and understanding the best practices in compliance processes

Experience For Retirement Analyst Resume

  • Experience in employee retirement plan administration
  • Providing assistance and training to staff when necessary to maintain appropriate compliance within a constantly changing legislative atmosphere
  • Responding to participant (and beneficiary) inquiries by delivering information precisely and properly
  • Developing an expert-level knowledge of pension plans necessary to both complete and audit calculations, and to provide feedback and coaching to processors
  • Evaluating historical data sources and retirement record-keeping systems to resolve issues and correct any inconsistencies in the historical data
  • Tracking and reporting the performance of the pension team as a whole as well as the individual members
  • Developing and maintaining processes associated with prototype plan document support

Experience For Retirement Plan Consultant Resume

  • Managing client correspondence, field facing communications and internal webpages for retirement plan information and regulatory required mailings
  • Obtaining and owning critical business information
  • Identifying and supporting opportunities to help grow the Business Retirement plan business products
  • Drawing upon benefit knowledge, understanding of the business environment, and requirements and under Limited supervision
  • Contacting external departments as needed for mailing clarification
  • Coordinating the pension death calculation process with other teams both inside and outside of the Retirement area
  • Managing the triage and assignment of all pension team workflow
  • Liaising with external vendor to provide prototype document services to Morgan Stanley clients

Experience For Retirement Benefits Analyst Resume

  • Acting as point of contact for Financial Advisors and help desk inquires on non-compliant document issues
  • Providing subject matter expertise support for the retirement plan products to internal operations, help desk and information technology partners
  • Ongoing client contact to assist with day to day service issues and vendor management
  • Establishing relationships with community-based organizations, Medical Groups/Providers and distribution channels to generate business
  • Reconciling checks received with print control forms
  • Printing express delivery labels
  • Partnering with relevant stakeholders to ensure consistent service delivery and process alignment across EMEA
  • Understanding of retirement plan design and familiarity with proto-type documents

Experience For Retirement Planning Consultant Resume

  • Providing employee education to client’s employees regarding retirement plan design, products and services
  • Analyzing and benchmarking client’s existing products and services for market competitiveness – strengths, deficiencies, & gaps
  • All facets of annual administration and compliance testing and reporting for defined contribution plans including contribution calculations and 5500 reporting
  • Supervise and provide ongoing support and oversight for the day-to-day operations of the Recordkeeping division of Retirement Plan Services, including
  • Assist in setting the agenda, leading and preparing minutes for Retirement Benefit Plans Committee meetings domestically and internationally

Experience For Retirement Plan Administrator Resume

  • Monitor Pension Administrator vendor activity including vendor compliance with service level agreements, key metrics and ongoing performance reporting
  • Counsel TDA management on IRS, DOL and ERISA, including by identifying risks and proposing alternative structures to mitigate risks in current operations
  • Responsible for escalating issues and identifying implications of business changed from original approach and engaging cross functional team to evaluate impact
  • Establish a market-leading narrative, value proposition, and messaging, including support of thought leadership content
  • Prepare for compliance testing including ADP/ACP, coverage and top heavy

List of Typical Skills For a Retirement Resume


Skills For Retirement Consultant Resume

  • Strong customer service skills, along with excellent interpersonal, verbal and written communication skills
  • Effectively utilize project management skills to assist team with the execution of projects – updating work plans, communicating progress, etc
  • Excellent verbal and written communication and presentation skills, including experience presenting in front of groups
  • Strong organizational skills and ability to prioritize and meet deadlines with attention to detail
  • Good organizational skills and ability to prioritize and meet deadlines with attention to detail
  • Demonstrate strong of financial / analytical skills
  • Pension experience required. PC skills required. Ability to prioritize

Skills For Retirement Plan Analyst Resume

  • Demonstrated client service orientation, strong communication skills and the ability to make the complex sound simple
  • Maintains professional appearance and demeanor reflective of the firm, and demonstrates effective organizational skills at all times
  • Strong decision making, organizational, mentoring, interpersonal and listening skills
  • Good verbal & written communication skills, particularly when discussing technical concepts & preparing documentation
  • Strong project management, problem solving and highly developed reasoning skills
  • Strong oral/written communication skills, including presentation planning and delivery
  • Exceptional written skills (analytical and research) including experience writing procedural documentation
  • Strong mentoring, interpersonal and listening skills
  • Strong leadership and team building skills required

Skills For Agent Manager, Medicare & Retirement Resume

  • Strong presentation skills with the ability to prepare executive summaries using Microsoft’s PowerPoint, Excel and Word applications
  • Excellent relationship building, interpersonal, written, and verbal communication skills
  • Strong computer skills including: Word, Excel, PowerPoint
  • Excellent interactive skills, both one-on-one and working within a team
  • Excellent verbal and written communication skills, including presentations to large audiences
  • Strong plan asset reconciliation skills
  • Excellent Microsoft Office skills, particularly in Access and Excel
  • Strong negotiation, influencing, communication and presentation skills

Skills For Retirement Plan Manager Resume

  • Strong communication, client relationship and leadership skills
  • Good analytical skills and ability to work though tasks in a logical manner
  • Strong customer service and training skills, leader
  • Strong collaboration skills with both actuaries and other business professionals
  • Highly collaborative and action-oriented, with strong communication skills; someone who can build collaborative relationships across a matrixed organization
  • Effective listening and proving skills to identify cures, understand needs and provide relevant solutions
  • Demonstrated sound judgment and analytical skills

Skills For Retirement Benefits Manager Resume

  • Strong data entry skills with minimal errors
  • Demonstrates the ability and initiative to develop the skills necessary to advance to the level of RPS Senior Associate
  • Strong presentation skills with track record of presenting at industry events and to the media
  • Handling incoming client inquires utilizing professional telephone and problem solving skills
  • Developing sophisticated, cost-effective multi-media selling systems; train sales teams on their effective use
  • Outstanding written, verbal and interpersonal communication skills in order to interact with plan sponsors and participants
  • Demonstrated experience in defining and implementing detailed retirement plan business processes

Skills For Retirement Analyst Resume

  • Proficient personal computer skills including electronic mail, routine database activity, work processing, spreadsheet, etc
  • Prior experience recruiting and building successful sales team
  • Demonstrated experience developing and maintaining executive/key influencer/buyer relationships at client institutions
  • Retirement benefit plan experience including: plan sponsor, consulting, or administration experience with qualified retirement plans
  • Retirement plan experience including plan sponsor, consulting, or administration experience with qualified retirement plans
  • Experience working with defined contribution or defined benefit retirement plans, including extensive plan design experience
  • Established relational skills such as diplomacy, judgment, decision making, and discretion
  • Demonstrated experience in implementing retirement plan strategies
  • Have outstanding quantitative and analytical skills

Skills For Retirement Plan Consultant Resume

  • Excellent planning and organisational ability in order to prioritise and complete work in accordance with deadlines
  • Presentation and / or training skills
  • ASA with at least 4 years of strong actuarial, ALM, or investment modeling experience preferably in an insurance company context
  • Highly professional with established relationship building skills
  • Prior experience supporting defined contribution retirement plans is essential
  • Communicate effectively with plan sponsors and clients through relationship building and customer focus
  • Effectively recruit and hire qualified staff and provide for their training and development
  • Demonstrated experience managing all elements of a 401(k) plan
  • Five or more years of employee benefits experience, including pension operations experience

Skills For Retirement Benefits Analyst Resume

  • Technical skills to test proprietary systems to determine whether they are meeting business and regulatory needs required
  • Demonstrated ability to think strategically, build strong relationships and execute across varying market cycles
  • Robust decision making and organizational skills
  • Willingness to listen and provide excellent customer service; ability to quickly develop strong internal working relationships
  • Proven capability to be proactive and demonstrate initiative
  • Your superior customer interaction skills and the ability to handle complex and sensitive client calls
  • Work effectively in a fast-paced, team-oriented, "hands-on" environment

Skills For Retirement Planning Consultant Resume

  • Analyzes and effectively communicates broader operations aspects to help influence decisions across departments for services being implemented
  • Proven experience managing multiple projects within prescribed project guidelines
  • Respond to all communications effectively and in a timely manner
  • Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
  • Advise on development of online retirement calculators and retirement survey development by leveraging prior pension and personal financial experience
  • The position requires client relationship skills, knowledge of investments, and retirement products and services,
  • Work effectively in a team environment or independently as the work product demands
  • Intermediate to Advanced skills with MS PowerPoint and Excel

Skills For Retirement Plan Administrator Resume

  • Cost-benefit analysis skills; Excel, SAP, PowerPoint
  • Analyze and interpret data to communicate effectively and make recommendations to improve strategies/methods
  • Prior sales territory management experience
  • Superior technical skills with ability to understand complex quantitative concepts & models
  • Prior community outreach and/or marketing experience
  • Develop sophisticated, cost-effective multi-media selling systems; train sales teams on their effective use
  • Effectively and correctly discuss complex retirement account issues or questions with internal and external clients
  • Effectively manage clients, projects, and team members to meet client expectations
  • One on one plan presentation skills

List of Typical Responsibilities For a Retirement Resume


Responsibilities For Retirement Consultant Resume

  • Demonstrate strong communication skills and writing skills
  • Strong analytical, organizational, and interpersonal skills as well as solid verbal and written communications skills
  • Proven interpersonal and communication skills to effectively interface with individuals and groups at all levels of the organization
  • Effectively manage work load, prioritize effectively and handle multiple deadlines
  • Demonstrate effective judgement and decision making skills

Responsibilities For Retirement Plan Analyst Resume

  • Demonstrate problem solving skills in regards to the pensions administration systems (PeopleSoft, Pension Path, and Cox Retirement Website)
  • Strong computer skills; proficiency using Microsoft Office tools (specifically: Excel, Word, and PowerPoint)
  • Analytical and creative problem solving skills; strong attention to detail
  • Demonstrated relationship management skills. Track record of developing business through these relationships
  • Excellent interpersonal, critical thinking, project management, analytical, quantitative and organizational skills
  • Proven organizational, analytical and problem - solving skills

Responsibilities For Agent Manager, Medicare & Retirement Resume

  • Strong MS Office - Access, Excel and Word skills
  • Multi-task oriented and excellent Negotiation skills
  • Excellent verbal, written, interpersonal and presentation skills required
  • Strong HRIS and project management skills
  • Excellent people skills that provide the ability to collaborate and communicate within a team and cross functionally with other team members
  • Experience: 5 years of sales and service experience in the retirement plans field, or an equivalent combination of education and/or related experience

Responsibilities For Retirement Plan Manager Resume

  • Very strong oral communication and interpersonal skills
  • Strong team leadership experience, in addition to a strong customer service focus is required
  • Strong consultative, facilitation, and project management skills
  • Spending approximately 75% of your time in the field, your key responsibilities are to effectively manage and develop the area sales team (all channels)
  • Carries our nursing actions safely and accurately, utilizing knowledge and skills to implement physicians’ orders and the nursing plan of care

Responsibilities For Retirement Benefits Manager Resume

  • Benefit plan experience including: plan sponsor, consulting, or administration experience with qualified retirement plans
  • 4+ four years benefit plan experience including: plan sponsor, consulting, or administration experience with qualified retirement plans
  • Effectively communicate across multiple levels of the organization, including presenting to key stakeholders and employee groups
  • Sufficient problem solving and analytical skills in order to assess client issues and accurately provide resolutions
  • Demonstrated experience with managing relationships with teams members, consultants, and vendors, in person and by phone and email
  • Experience with plan sponsor, consulting, or administration experience with non-qualified plans
  • Relationship Manager II level candidates – demonstrated experience as a mentor for other Institutional sales/relationship management staff
  • Communicate effectively and professionally with various departments

Responsibilities For Retirement Analyst Resume

  • Strong knowledge/experience in segregated funds, mutual funds and other investments used in retirement products
  • Develop effective working relationships with team and internal departments in order to provide effective service for our clients
  • Validate file totals weekly interface error reports. Update vendor website with financial information and adjustments needed in the weekly validation process
  • Proactively anticipate and effectively respond to client service needs via multiple methods of contact (i.e., phone, email, written correspondence)
  • Effectively administer assigned programs, perform both complex and routine administrative works with speed and accuracy
  • Exceptional project management skills and the ability to work and learn independently required
  • Effectively and efficiently implement program changes
  • Consultative skills are important

Responsibilities For Retirement Plan Consultant Resume

  • Proven skill in business and financial analysis
  • Sound judgment skills – ability to distinguish among significant, moderate, low risk and make appropriate recommendations to control those risks
  • Prior broker management experience
  • Demonstrated ability to organize, prioritize and adhere to deadlines and multi-task in a fast paced environment
  • Reporting to the 401(k) Plan Committee and management regarding trends and effectiveness of plans
  • Building and maintaining strong relationships with recordkeeper, investment advisor, legal cousel and subs
  • Willing to consider hiring at a higher-level dependent upon experience and educational background.

Responsibilities For Retirement Benefits Analyst Resume

  • Working closely with other SRPS departments to gain efficiency and mitigate risk in order to create a better participant experience
  • Coordinating professional regional workshops, benefit fairs and employee meetings with strong attention to detail and client satisfaction
  • Experience administering defined benefit pension plans, recalculating defined benefit pension plan payments, auditing and researching credited service issues
  • Evaluates resident’s immediate response to nursing actions, collaborating with other personnel regarding effectiveness of care
  • Experience in developing, documenting, and monitoring SOX related controls

Responsibilities For Retirement Planning Consultant Resume

  • Retirement plan experience, including working directly with plan members and vendors, as well as supporting management on various plan initiatives
  • Work requires continual attention to detail in reviewing materials, establishing priorities and meeting deadlines
  • Resolves issues for clients demonstrate strategic thinking when pursuing issue resolution and end objectives
  • Experience working in a complex multi-site global corporation and global Human Resources operating environment
  • Experience handling large datasets and translating complicated maths into simple language for non-technical stakeholders
  • Between 4 - 6 years of experience with Defined Benefits Schemes (including actuarial calculations, and accounting principles)
  • Experience analyzing and solving customer problems
  • Experience in actuarial modeling systems and programming software such as GGY-AXIS, Prophet, ALFA, PolySystems, C++, Matlab and VBA

Responsibilities For Retirement Plan Administrator Resume

  • Significant previous experience of managing and administering pension benefit schemes
  • Experience being an activist / being involved in the community (outreach programs, community events)
  • Excellent working knowledge of ERISA, IRS and DOL regulations pertaining to retirement and 401(k) plans required
  • Experience preparing and delivering presentations in both formal and informal settings
  • Possess strong service orientation and the ability to ask probing questions and be perceptive in listening to plan sponsors’ needs
  • Experience working with multiple client teams and competing projects
  • We are willing to consider hiring at a higher-level dependent upon experience and educational background.
  • Experience in managing through significant organizational change, including mergers, acquisitions and divestitures
  • Your superb experience in solving problems and addressing customer needs

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