Outreach Retirement Counselor

State-of-Georgi; Atlanta (GA); On-site; USD 50,000 - 55,000; Full time

Job summary

State of Georgia is seeking an Outreach Retirement Counselor to travel statewide, delivering presentations and counseling TRS members on benefits options. The role involves frequent travel, in-person counseling, and group workshops across Georgia.

The position requires a 4-year degree and 5 years of experience in benefits or related fields, with strong presentation and customer service skills. Occasional overtime and hotel stays are expected during statewide travel.

Qualifications

• Bachelor’s degree from a 4 year accredited college or university.
• Five years of full-time experience in benefits, banking, accounting, claims processing, or finance positions involving interpreting, applying, and communicating complex laws, regulations, and policies.
• Experience conducting detailed presentations to small, medium and large groups of adults.
• Experience conducting in-person interviews or counseling sessions, or in-person customer service.
• Ability to drive weekly throughout the state of GA by car, with hotel stays as needed.
• Ability to work occasional overtime, weekends, or extended hours to accommodate customers.

Responsibilities

• Travel at least 50% of the time within the state by car to present to and counsel members on TRS benefit options.
• Conduct individual new hire, mid-career, and pre-retirement workshops and seminars, plus one‑on counseling sessions.
• Provide general information about TRS benefits and member account details.
• Project estimates of monthly benefits and costs for purchasing additional service credits.

Skills

Public speaking

Interpersonal skills

Customer service

Education

Bachelor’s degree

Job description

Explore a World of Opportunity with the State of Georgia! We are the force that drives Georgia! Georgia State Government is a large enterprise, composed of various agencies and entities with a common goal to improve the lives of Georgia's more than 10 million citizens! Join Team Georgia and impact lives everyday while receiving a robust benefits package designed for every stage of your career!

Job Title: Outreach Retirement Counselor

Job Requisition ID: JR0000002367

Number of Openings: 1

Shift: Not Applicable (United States of America)

Compensation Details: LOW 50S -MID 50S

Job Description:

Please note: This position is required to travel by car throughout the state at least 50% of the time to deliver presentations and counsel members regarding TRS benefit options. Under limited supervision with considerable latitude for initiative and independent judgment within the limits of established procedures, this position provides comprehensive assistance and customer service to TRS members regarding all TRS benefits programs, via telephone, face-to-face meetings, and large group presentations.

Minimum Qualifications & Education

• Bachelor’s degree from an 4 year accredited college or university.
• Five (5) years of full-time experience in benefits, banking, accounting, claims processing, or finance position involving interpreting, applying, and communicating complex laws, regulations, and policies.
• Experience conducting detailed presentations to small, medium and large sized groups of adults.
• Experience conducting in-person interviews or counseling sessions, or in providing in-person customer service.
• Ability to drive weekly throughout the state of GA by car, resulting in hotel stays as appropriate.
• Ability to work occasional overtime, weekends, or extended hours needed to accommodate customers.

Preferred Additional qualifications

• Excel at public speaking, as well as one‑one conversations.
• Ability to instill confidence and quickly establish a rapport with people.
• Previous retirement planning and/or benefits counseling, finance, banking or customer service experience preferred.

Essential Duties & Responsibilities

• Travel at least 50% of the time within the state by car to present to and counsel members on TRS benefit options.
• Conduct individual new hire, mid-career, and pre-retirement workshops and seminars, as well as one‑one counseling sessions with TRS customers.
• Provide general information about TRS benefits and individual member account information.
• Project estimates of monthly benefits, calculate and provide cost for members to purchase additional eligible service credit using our pension administration system.
• This includes researching member accounts and preparing costing and benefit estimates to determine salary history.
• Work with assigned employers throughout the State, to include: scheduling, organizing and marketing events; and assisting in training employers on all TRS policies and procedures; and other duties as needed.
• Attend benefit fairs and conferences.
• Research and respond to inquiries from members and employers regarding TRS laws and policies, required documentation, and other matters regarding member accounts.
• Responsible for making own travel arrangements and taking all necessary materials on trips.
• Assist with educating new hires in various divisions about the outreach program and the retirement planner role.
• Performs other related work as assigned.

Minimum Qualifications:

Equal Employment Opportunity Employer The State of Georgia does not discriminate based on race, color, national origin, sex, religion, age, disability, or other protected categories in employment or the provision of services. Qualified applicants may request reasonable accommodation when needed during the application and/or screening process by contacting the appropriate agency Human Resources department.

About the State of Georgia

Georgia State Government is a large enterprise, composed of various entities with a common goal to improve the lives of Georgia's 10 million citizens. With nearly 62,000 employees, we are one of the single largest employer in the state. Public service opportunities stretch across the state as employees live and work in all 159 counties. From traditional fields such as accounting, nursing, and engineering to unique fields like forestry and natural resources management, Georgia state government provides a world of opportunity.