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  • Retirement Counselor Field Rep

    State of Minnesota (Mankato, MN)



    Apply Now

    Working Title: Retirement Counselor Field Rep

     

    Job Class: Retirement Services Specialist Senior or Retirement Services Specialist Principal

    Agency: MN State Retirement System

    + **Job ID** : 88887

    + **Location** : Mankato

    + **Telework Eligible** : Yes, Partial - Hybrid schedule available

    + **Full/Part Time** : Full-Time

    + **Regular/Temporary** : Unlimited

    + **Who May Apply** : Open to all qualified job seekers

    + **Date Posted** : 09/23/2025

    + **Closing Date** : 10/14/2025

    + **Hiring Agency/Seniority Unit** : MN State Retirement System / State Retirement System-MAPE

    + **Division/Unit** : MN State Retirement System / Retirement Counseling External

    + **Work Shift/Work Hours** : Day Shift

    + **Days of Work** : Monday - Friday

    + **Travel Required** : Yes - Up to 60% of the time

    + **Salary Range:**

    + **RSS Senior:** $29.25 - $42.94 / hourly; $61,074 - $89,659 / annually

    + **RSS Principle:** $30.23 - $44.48 / hourly; $63,120 - $92,874 / annually

    + **Classified Status** : Classified

    + **Bargaining Unit/Union** : 214 - MN Assoc of Professional Empl/MAPE

    + **FLSA Status** : Nonexempt

    + Designated in Connect 700 Program for Applicants with Disabilities (https://mn.gov/mmb/careers/diverse-workforce/people-with-disabilities/connect700/) : Yes

     

    The work you'll do is more than just a job.

     

    At the State of Minnesota, employees play a critical role in developing policies, providing essential services, and working to improve the well-being and quality of life for all Minnesotans. The State of Minnesota is committed to equity and inclusion, and invests in employees by providing benefits, support resources, and training and development opportunities.

     

    This position exists to perform professional retirement services to all current, former, and retired employees as well as to all eligible Minnesota public employers to provide individual & group presentations, instruction, and counseling in the Mankato MSRS field office and at locations around the area in matters relating to three main areas: retirement benefits under the nine retirement pension plans administered by the Minnesota State Retirement System (MSRS); saving and investing utilizing program features of the Minnesota State Deferred Compensation Plan (MNDCP); and saving and investing utilizing program features of the Health Care Savings Plan (HCSP).

    Retirement Services Specialist** **Senior** **Minimum Qualifications –

    • Two (2) years of professional experience administering financial or retirement benefits to customers which includes customer coaching, legal interpretation, and guidance on plans and policies.

    A Master's degree in business or related field can substitute for 18 months of experience, OR a related Bachelor's degree can substitute for 1 year of experience, OR a related Associate's degree can substitute for 6 months of experience.

     

    Pass, or provide proof of passing, the written assessment covering math, table and chart interpretations, grammar, reading comprehension, and public relations.

    You must also demonstrate the ability to:

    • Conduct presentations in a professional manner.

    • Effectively communicate over the phone, in person, and in writing.

    • Perform duties requiring technical accuracy, such as math and benefit computations.

    • Ability to use computer software, including word processing and spreadsheet programs.

    • Successfully work independently, as well as in a team setting.

    • Licenses: Must obtain FINRA Series 6 & 63 and MN Life, Accident, and Health Insurance License within 3 months of hire.

    Retirement Services Specialist** **Senior** **Preferred Qualifications –

    • Knowledge of retirement and defined contribution/defined benefit plans (457(b), 403(b), 401(k), pensions, HRAs).

    • Experience with MSRS, PERA, or TRA.

    • Current possession of FINRA or MN insurance licenses.

    Retirement Services Specialist** **Principal** **Minimum Qualifications –

    • Three (3) years of professional experience administering financial or retirement benefits to customers which includes customer coaching, legal interpretation, and guidance on plans and policies.

     

    For State Retirement System employees: two (2) years of the experience listed above must demonstrate 'journey-level' professional experience (equivalent to the Retirement Services Specialist, Intermediate level) or higher

     

    A Master's degree in business or related field can substitute for 18 months of experience, OR a related Bachelor's degree can substitute for 1 year of experience, OR a related Associate's degree can substitute for 6 months of experience.

     

    Pass, or provide proof of passing, the written assessment covering math, table and chart interpretations, grammar, reading comprehension, and public relations.

    You must also demonstrate the ability to:

    • Strong verbal and written communication skills, including public speaking and presentations.

    • Ability to analyze and interpret laws, policies, and legal options.

    • Proficient in math computations and computer software (Word, Excel, spreadsheets).

    • Demonstrated ability to set priorities and meet competing deadline.

    • Ability to work independently and collaboratively in a team environment.

    • Licenses: Must obtain FINRA Series 6 & 63 and MN Life, Accident, and Health Insurance License within 3 months of hire.

    Retirement Services Specialist** **Principal** **Preferred Qualifications –

    • Knowledge of retirement and defined contribution/defined benefit plans (457(b), 403(b), 401(k), pensions, HRAs).

    • Experience with MSRS, PERA, or TRA.

    • Current possession of FINRA or MN insurance licenses.

    Additional Requirements

    • SEMA4 Records Check (applies to current and past State employees only)

    • Criminal History Check

    • Employment Reference Check

    • Social Security and Address Verification

    • Education Verification

    • Driver's License Check

     

    The Retirement Systems will not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

    AN EQUAL OPPORTUNITY EMPLOYER

    Minnesota State Colleges and Universities is an Equal Opportunity employer/educator committed to the principles of diversity. We prohibit discrimination against qualified individuals based on their race, sex, color, creed, religion, age, national origin, disability, protected veteran status, marital status, status with regard to public assistance, sexual orientation, gender identity, gender expression, or membership in a local commission as defined by law. As an affirmative action employer, we actively seek and encourage applications from women, minorities, persons with disabilities, and individuals with protected veteran status.

     

    Reasonable accommodations will be made to all qualified applicants with disabilities. If you are an individual with a disability who needs assistance or cannot access the online job application system, please contact the job information line at 651-259-3637 or email [email protected] . Please indicate what assistance is needed.

     


    Apply Now



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