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Retirement Coordinator – Workplace Planning Team
Edelman Financial EnginesUnited States Remote, Nationwide, United States, United StatesRemotecontractVerifiedPosted 19 Aug 2025
💰 $50,000/yr
About the role
Retirement Coordinator – Workplace Planning Team At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike. Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team. Are you eager to start your career in financial services and make a meaningful impact on people’s financial futures? As a Retirement Coordinator on our Workplace Planning Team, you’ll play a key role in helping individuals take the next step in their retirement journey by connecting them with our team of expert Financial Advisors.
In this client-facing role, you’ll proactively reach out to members who are due for a financial review. Through friendly and efficient phone-based outreach, you’ll schedule appointments and emphasize the value of regular financial planning – especially during life milestones and as retirement approaches. Your work ensures clients receive the personal, high-touch service that defines the EFE experience. We’re looking for passionate, service-minded individuals who thrive in a fast-paced team environment and are excited to grow within the financial services industry.
If you have strong communication skills, a collaborative mindset, an interest in working in the financial services industry, and a genuine interest in helping others achieve financial confidence, this is a great opportunity to launch your career. Responsibilities:
In this client-facing role, you’ll proactively reach out to members who are due for a financial review. Through friendly and efficient phone-based outreach, you’ll schedule appointments and emphasize the value of regular financial planning – especially during life milestones and as retirement approaches. Your work ensures clients receive the personal, high-touch service that defines the EFE experience. We’re looking for passionate, service-minded individuals who thrive in a fast-paced team environment and are excited to grow within the financial services industry.
If you have strong communication skills, a collaborative mindset, an interest in working in the financial services industry, and a genuine interest in helping others achieve financial confidence, this is a great opportunity to launch your career. Responsibilities:
- Proactively contact existing members to schedule appointments with Financial Advisors
- Make a high volume of outbound phone calls daily to connect with members, build trust, and schedule impactful financial advisory appointments.
- Balance a high quantity, efficient approach with a high-quality client experience.
- Serve as a key link connecting clients and advisors, ensuring a seamless and professional interaction
- Collaborate with advisors to create a cohesive, engaging client journey from initial outreach to appointment completion.
- Build rapport with clients to foster trust and encourage ongoing engagement in their financial planning journey.
- 2 years of customer service experience, or 1 year of financial services experience.
- 4-year college degree preferred (Finance, Business, or related fields are a plus).
- Strong communication and interpersonal skills
- Interest in pursuing a long-term career in financial services
- Basic computer proficiency and comfort using digital tools.
This is a Contract position with pay expected to be $25 per hour.
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