Field Services Representative - ID, MT, NV and WY

NRECA; Banning (CA); On-site; USD 106,000 - 143,000; Full time

Job summary

NRECA’s Field Services team seeks a Field Service Representative to act as a trusted advisor for member cooperatives, delivering consultative guidance on retirement, health, and welfare benefits. You will educate co‑op leadership and employees, support plan design, and drive engagement across a broad multi‑state territory.

You will conduct on-site and virtual visits, present to boards and management teams, and collaborate with HR and compliance teams to implement benefit initiatives.

Qualifications

• Minimum of five (5) years of experience in group employee benefits, retirement programs, financial services, or a related field.
• Bachelor’s degree - Human Resources, Business, Finance, or a related field preferred.
• Strong consultative and interpersonal skills with the ability to influence, collaborate, and build credibility with stakeholders at all organizational levels.
• Excellent written, verbal, and presentation communication skills, including the ability to translate complex benefit concepts into clear, actionable information.
• Demonstrated experience managing client relationships and delivering services across a large, multi‑state geographic territory.
• Ability to organize, prioritize, and manage time effectively in a highly autonomous, field‑based role.
• Willingness and ability to travel extensively within assigned territory (approximately 80% travel).
• Valid driver’s license.
• Life and Health Insurance License (or obtain post-hire).
• Professional designations such as CLU, ChFC, CFP, CFA, CEBS, or similar credentials in employee benefits or financial services.

Responsibilities

• Serve as the primary field liaison for assigned territory, ID, MT, NV, and WY (approximately 65 cooperatives, and 3,500 employees), building trusted relationships with co‑op leadership, HR, and employees.
• Educate and advise cooperative management and employees on the features, benefits, and value of NRECA’s retirement, health, and welfare benefit programs.
• Conduct regular on‑site and virtual co‑op visits, including at least one in‑person visit per co‑op annually, to support engagement, plan participation, and alignment with co‑op objectives.
• Deliver professional presentations to boards, management teams, employees, and industry groups to communicate complex benefit concepts clearly and effectively.
• Consult with co‑op HR and leadership on benefit plan design considerations, participation strategies, and workforce total rewards objectives.
• Collaborate with internal compliance, underwriting, actuarial, and implementation teams to support plan changes, non‑standard requests, renewals, and new business initiatives.
• Support individual employees by reviewing retirement options and facilitating referrals to Personal Investment and Retirement Consulting (PIRC) as appropriate.

Skills

Group benefits experience

Consultative skills

Communication skills

Client relationships

Travel readiness

Driver's license

Education

Bachelor's degree

Job description

Job Description

Position Summary:

NRECA’s Field Services team works directly with electric cooperative leaders, benefits administrators, and employees to ensure meaningful engagement with industry‑leading employee benefit programs. As a Field Service Representative, you serve as a trusted advisor and primary point of contact for member cooperatives, providing consultative guidance on retirement, health, and welfare benefits. This role partners with co‑op HR and leadership teams to support benefit plan participation, design strategy, and overall total rewards objectives. Through education, collaboration, and relationship building, the position helps strengthen workforce outcomes and long‑term member satisfaction.

Essential Duties and Responsibilities:

• Serve as the primary field liaison for assigned territory, ID, MT, NV, and WY (approximately 65 cooperatives, and 3,500 employees), building trusted relationships with co‑op leadership, HR, and employees. Must reside in any of the assigned territories.

• Educate and advise cooperative management and employees on the features, benefits, and value of NRECA’s retirement, health, and welfare benefit programs.

• Conduct regular on‑site and virtual co‑op visits, including at least one in‑person visit per co‑op annually, to support engagement, plan participation, and alignment with co‑op objectives.

• Deliver professional presentations to boards, management teams, employees, and industry groups to communicate complex benefit concepts clearly and effectively.

• Consult with co‑op HR and leadership on benefit plan design considerations, participation strategies, and workforce total rewards objectives.

• Collaborate with internal compliance, underwriting, actuarial, and implementation teams to support plan changes, non‑standard requests, renewals, and new business initiatives.

• Support individual employees by reviewing retirement options and facilitating referrals to Personal Investment and Retirement Consulting (PIRC) as appropriate.

Qualifications

Required Qualifications and Skills:

• Minimum of five (5) years of experience in group employee benefits, retirement programs, financial services, or a related field.

• Bachelor’s degree - Human Resources, Business, Finance, or a related field preferred.

• Strong consultative and interpersonal skills with the ability to influence, collaborate, and build credibility with stakeholders at all organizational levels.

• Excellent written, verbal, and presentation communication skills, including the ability to translate complex benefit concepts into clear, actionable information.

• Demonstrated experience managing client relationships and delivering services across a large, multi‑state geographic territory.

• Ability to organize, prioritize, and manage time effectively in a highly autonomous, field‑based role.

• Willingness and ability to travel extensively within assigned territory (approximately 80% travel).

• Valid driver’s license.

Preferred Qualifications

• Life and Health Insurance License (or obtain post-hire).

• Professional designations such as CLU, ChFC, CFP, CFA, CEBS, or similar credentials in employee benefits or financial services.

Essential Physical Requirements:

• The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and extensive reading.

• Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.

Salary Range: $106,000 - $143,000 annual salary

Final compensation determined by individual qualifications, experience, and internal equity.

_ Disclaimer Statement: The preceding job description has been written to reflect management’s assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.

Additional Requirement:

The preceding job description has been written to reflect management’s assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

NRECA is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please e-mail [e-mail] or call: 703-907-5992 - NRECA Arlington Human Resources. Please call 402-483-9275 - NRECA Lincoln Human Resources, for Lincoln, NE employment opportunities. We will make a determination on your request for reasonable accommodation on a case‑case basis.

The U.S. Equal Employment Opportunity Commission (EEOC) recently released the ‘[Know Your Rights](https://urldefense.com/v3/https:/kairosservicesinc.com/wp-content/uploads/2022/11/22-088_EEOC_KnowYourRights.pdf;!!KtIFMA!N6hDifJ8EvdJGENBG7C7jlCMshvSmtk6ElgoIVRvsgxSpExrtgD4atxJzSHu2J1DxQs2KgrikFSBy-V-1XycNWk$)’ poster, which updates and replaces the previous “EEO is the Law” poster and “EEO Is the Law Poster Supplement”.

Pay Transparency Non-Discrimination. NRECA will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. Please see the Pay Transparency Nondiscrimination Provision for more information.

E-Verify. As a Federal Contractor, NRECA is required to participate in the E-Verify Program to confirm eligibility to work in the United States. For information please click on the following link: E-Verify.

For more information about life at NRECA please visit www.Electric.coop.