Retirement Counselor - Macon (pipeline Posting)

State of Georgia

Macon, GA, US
On-site
Retirement counseling sessions
Benefit estimate preparation
Service purchase cost calculation
The State of Georgia is seeking to build a pipeline of qualified candidates for future Retirement Counselor positions in Macon, GA. The role involves providing individualized retirement counseling to members, ensuring compliance with relevant laws and regulations, and delivering excellent customer service

Job Summary

  • This pipeline posting allows the State of Georgia to connect with qualified candidates for future Retirement Counselor opportunities in Macon, GA.
  • The Retirement Counselor will conduct in-person counseling sessions, prepare benefit estimates, calculate service purchase costs, and ensure compliance with TRS laws and regulations.
  • Key responsibilities include responding to member inquiries, reviewing account activity, and managing high-volume workflow queues to meet agency standards.

Matching Summary

Match Score: 85

The State of Georgia is seeking to build a pipeline of qualified candidates for future Retirement Counselor positions in Macon, GA. The role involves providing individualized retirement counseling to members, ensuring compliance with relevant laws and regulations, and delivering excellent customer service.

Skills & Requirements

Must-have

  • Retirement counseling sessions
  • Benefit estimate preparation
  • Service purchase cost calculation
  • Member inquiry response
  • TRS laws and regulations compliance
  • Microsoft Excel and Office Suite proficiency

Nice-to-have

  • Strong math aptitude
  • Clerical accounting knowledge
  • Client-centered environment
  • Problem-solving and decision-making skills
  • Attention to detail

Key Requirements

  • Bachelor's degree from accredited college/university
  • Minimum 5 years retirement-related experience
  • Eligibility determination experience
  • Intermediate Microsoft Excel proficiency
  • Intermediate Microsoft Office Suite proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter