Outreach Retirement Counselor (Pipeline Posting)

Future Opportunity: Outreach Retirement Counselor (Pipeline Posting)

As we continue to grow, we are building a network of skilled Retirement Services Counselors for anticipated future opportunities. While this position is not currently open, this posting allows us to connect with qualified candidates who are interested in joining our team when roles become available. Our Outreach team plays a vital role in educating members, employers, and community partners about retirement benefits, processes, and resources. We seek a service‑driven, knowledgeable Retirement Counselor who enjoys helping members navigate their retirement journey with confidence and clarity.

If you thrive in a consultative, client‑centered environment and are passionate about guiding individuals through important retirement decisions, we encourage you to apply online to be considered for upcoming opportunities.

Job Opening: Outreach Retirement Counselor

Location: Atlanta, GA
Division: Member Services / Outreach
Classification: Non‑Exempt
Reports To: Operations Manager
Supervises: None
Travel: 50% statewide travel required

To Apply: Applicants must apply through Team GA Careers:
🔗 https://careers.georgia.gov

Job Summary

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.

Minimum Qualifications & Education

• 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

Essential Duties & Responsibilities

• 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 Environment

• Work performed in office settings, employer sites, and event venues
• Regular statewide travel required
• 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