Retirement Plan Specialist - Part-Time

Mohr Talent; Hartford (CT); On-site; USD 50,000 - 60,000; Part time

Job summary

Mohr Talent in Hartford, CT is seeking a Retirement Plan Specialist for a part-time role with a clear path to full-time. You will engage directly with clients, lead conversations, and guide participants through enrollment meetings while supporting 401(k) plans from setup through ongoing service.

The ideal candidate has 3+ years in retirement services, strong public speaking skills, and ERISA knowledge. This is a growth-focused, client-facing position with real momentum.

Qualifications

• 3+ years in 401(k) / retirement services.
• Comfortable speaking in front of a room — not just behind a screen.
• Professional, polished, and confident with clients.
• Understands ERISA basics and how plans actually work.
• Hungry to grow into a bigger role.

Responsibilities

• Support and manage 401(k) plans from setup through ongoing service.
• Lead and assist with participant enrollment meetings (virtual + in person).
• Keep plans on track — deadlines, compliance, and key milestones.
• Work directly with advisors and third-party partners.
• Be part of client presentations and new business conversations.

Skills

Public speaking

Client facing

401(k) retirement services

ERISA basics

Career growth mindset

Job description

Retirement Plan Specialist - Part-Time

Hartford, Connecticut Direct Hire $50000 /

Job Description

We’re looking for someone who wants more than processing paperwork — someone who wants to be in front of clients, leading conversations, and growing into a key player within a rapidly expanding retirement practice.

This is a part-time role with a very real path to full-time. If you’re sharp, confident, and ready to build a career in retirement services, this is where you do it.

What makes this different:
You won’t be hidden in the back office. You’ll be:

• Presenting to groups of employees and clients
• Helping people understand their retirement options in real time
• Sitting alongside advisors and learning how the business actually works

What you’ll be doing:

• Support and manage 401(k) plans from setup through ongoing service
• Lead and assist with participant enrollment meetings (virtual + in person)
• Keep plans on track — deadlines, compliance, and key milestones
• Work directly with advisors and third-party partners
• Be part of client presentations and new business conversations

Who stands out:

• 3+ years in 401(k) / retirement services
• Someone comfortable speaking in front of a room — not just behind a screen
• Professional, polished, and confident with clients
• Understands ERISA basics and how plans actually work
• Hungry to grow into a bigger role

Bonus points: Series 7 or 66 (or working toward it)

Why apply:

• Clear path to full-time as the business grows
• Real client exposure early — not years down the line
• Opportunity to build presentation and advisory skills fast
• You’ll be noticed here — not just another name on a team

If you’re looking for a role that actually moves your career forward, this is it.

#LI-AL

Retirement Plan Specialist
(Part-Time |Full-Time Growth Track)
Compensation: $50,000 - $60,000
Location: Hartford, CT (Onsite + Client Facing)

Break into a role where you’re not stuck behind a desk.

We’re looking for someone who wants more than processing paperwork — someone who wants to be in front of clients, leading conversations, and growing into a key player within a rapidly expanding retirement practice.

This is a part-time role with a very real path to full-time. If you’re sharp, confident, and ready to build a career in retirement services, this is where you do it.

What makes this different:
You won’t be hidden in the back office. You’ll be:

• Presenting to groups of employees and clients
• Helping people understand their retirement options in real time
• Sitting alongside advisors and learning how the business actually works
• Growing into a visible, client-facing role quickly

What you’ll be doing:

• Support and manage 401(k) plans from setup through ongoing service
• Lead and assist with participant enrollment meetings (virtual + in person)
• Keep plans on track — deadlines, compliance, and key milestones
• Work directly with advisors and third-party partners
• Be part of client presentations and new business conversations

Who stands out:

• 3+ years in 401(k) / retirement services
• Someone comfortable speaking in front of a room — not just behind a screen
• Professional, polished, and confident with clients
• Understands ERISA basics and how plans actually work
• Hungry to grow into a bigger role

Bonus points: Series 7 or 66 (or working toward it)

Why apply:

• Clear path to full-time as the business grows
• Real client exposure early — not years down the line
• Opportunity to build presentation and advisory skills fast
• You’ll be noticed here — not just another name on a team

If you’re looking for a role that actually moves your career forward, this is it.

#LI-AL

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]

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Job Summary

Published: 8/6/2026

Type: Direct Hire

Location: Hartford, Connecticut

Category: Finance / FP&A

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.

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