Retirement Planning Advisor

2 weeks ago


Atlanta, Georgia, United States GeorgiaGov Full time

Position Overview:

The GeorgiaGov is seeking a dedicated professional for the role of Retirement Counselor. This position is pivotal in delivering comprehensive pension education and managing retirement benefits for our members. Our mission is to ensure that we provide exceptional service and support throughout the retirement journey.

Key Responsibilities:

  • Analyze member accounts to assess eligibility for retirement and service purchases in compliance with relevant regulations.
  • Provide tailored counseling to members and their representatives, addressing inquiries about individual accounts and assisting with the completion of necessary retirement documentation.
  • Calculate estimated monthly benefits and costs associated with purchasing additional service credits, ensuring all paperwork is accurately processed.
  • Review historical account activities for precision and implement corrections when necessary.
  • Respond to inquiries from members and their families regarding regulations, documentation needs, and other account-related issues.
  • Perform additional tasks as assigned to support the Member Services Division.

Qualifications:

The ideal candidate will possess strong analytical skills, excellent communication abilities, and a commitment to providing high-quality service to our members.



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