Outreach Retirement Counselor

Trsga; Atlanta, Northern (GA, KY); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Teachers Retirement System of Georgia is seeking an Outreach Retirement Counselor to educate members and employers about TRS benefits, plan provisions, and retirement readiness. The counselor will deliver group presentations, conduct individualized counseling, and participate in outreach events throughout Georgia.

The ideal candidate will translate complex benefit information into clear guidance and communicate effectively with diverse stakeholders, including employers and TRS divisions.

Qualifications

• Bachelor’s degree from an accredited four‑year college or university.
• Two years of experience in customer service, financial services, benefits administration, or a related field.
• Strong public speaking, communication, and customer‑service skills.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).

Responsibilities

• Deliver group presentations to TRS members, employers, and stakeholder groups.
• Conduct individualized counseling sessions and outreach events.
• Explain TRS benefits, service credit rules, plan options, and documentation.
• Assist members with retirement eligibility, benefit estimates, and next steps.
• Travel throughout Georgia as required and support benefit fairs and workshops.

Skills

Public speaking

Customer service

Communication

Microsoft Office

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

The Outreach Retirement Counselor provides retirement education, benefits guidance, and personalized support to TRS members, employers, and stakeholder groups. This position delivers group presentations, conducts individualized counseling sessions, and participates in outreach events to help members understand TRS benefits, plan provisions, service credit rules, and retirement readiness milestones. The ideal candidate is an effective communicator who can translate complex benefit information into clear, accessible guidance.

• Bachelor’s degree from an accredited four‑year college or university
• Two years of experience in customer service, financial services, benefits administration, or a related field
• Strong public speaking, communication, and customer‑service skills
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)

Preferred Qualifications

• Experience with public pension plans, retirement counseling, or employee benefits
• Experience conducting presentations, seminars, or training sessions
• Working knowledge of retirement system laws, policies, and benefit calculations
• Conduct group retirement presentations statewide for members, employers, and agency partners
• Provide one‑on‑one counseling sessions (in person, phone, or virtual)
• Explain TRS retirement benefits, service credit rules, plan options, and required documentation
• Assist members with understanding retirement eligibility, benefit estimates, and next steps
• Respond to questions regarding TRS policies, procedures, and retirement laws
• Support benefit fairs, outreach events, employer visits, and workshops
• Build effective working relationships with employers and internal TRS divisions
• Maintain accurate records of counseling activities and outreach efforts
• Assist members in using online tools, forms, and resources
• Travel throughout Georgia as required
• Perform other duties as assigned

Knowledge, Skills & Abilities

• Knowledge of retirement system concepts, benefit calculations, and plan provisions
• Strong public speaking and presentation skills
• Excellent interpersonal and written communication abilities
• Ability to explain complex information with clarity and empathy
• Strong analytical and problem‑solving capabilities
• Ability to manage schedules, travel logistics, and event coordination
• Ability to work independently and collaboratively
• Professional demeanor and strong customer‑service orientation
• Ability to use standard office and presentation technology

Core Competencies

• Customer Service
• Communication
• Public Speaking
• Teamwork
• Accountability
• Judgment & Decision Making
• Work performed in office settings, employer sites, and event venues
• Occasional evening or weekend events may be required

Physical Demands

• Ability to stand for extended periods during presentations
• Ability to lift and transport materials or equipment up to 25 lbs.
• Frequent travel by car
• Regular use of computers, projectors, and audiovisual equipment

Note: The specific statements shown in each section of this job description are not intended to be all-inclusive. They represent typical elements and criteria necessary to perform the job successfully. The Teachers Retirement System of Georgia reserves the right to modify and expand job responsibilities and duties over time.

Teachers Retirement System of Georgia Is An Equal Opportunity Employer