SPECIALIST, INVESTMENT AND RETIREMENT SERVICES

Job Description

NRECA is a unique national trade association providing advocacy, financial services and business support services to over 900 consumer owned electric cooperatives across the country.  NRECA employees are united by our mission, inclusive culture, collaborative workplace, and commitment to service excellence.  As a “best place to work” employer, we operate with integrity, transparency, and a spirit of innovation.

Are you ready to be part of a dynamic, inclusive, and mission-driven insurance and financial services team? At NRECA, we cultivate and reward a commitment to delivering service excellence to our members every day.  Our culture emphasizes a strong sense of diversity, integrity and belonging, driven by our core values of collaboration, communication, creative problem solving, and accountability. The work we do to develop and administer industry-leading employee benefit plans and services is diverse and intellectually challenging, and the results help improve the quality of life for hard working Americans all across the country.  If you are motivated by mission and values, as well as competitive pay and outstanding benefits, then this is the place for you.

Position Summary:

Personal Investment and Retirement Consulting (PIRC) provides services in the areas of: retirement planning, education planning, investment strategies, review of investment options, quantifying goals, developing customized asset allocations, assessing tolerance for risk, individual retirement account funding/withdrawal/rollover options, retirement plan distribution options/strategies, written retirement plans/review, Social Security, Medicare, and general tax, estate and insurance issues.

Provide confidential, personalized verbal and written investment and retirement education to plan participants (active and retired/separated) to promote participants making suitable decisions for their financial security. Educate retirement plan participants (current and retired/separated) on a variety of straightforward investment and retirement topics, such as descriptions of 401(k) Plan investment options and explanations of the distribution options under both plans. Facilitate connection with and referral to PIRC services to build long-term financial and retirement planning relationship with NRECA. Track status of participant inquiries using a client relationship management (CRM) database.

Responsible for preparing individual written asset allocation and retirement plans for subsequent discussion with employees and executives of member organizations (participants). Responds to requests generated through member contact services (toll-free # and general email box) with highest priority given to those inquiries related to the Retirement Security (RS) and 401(k) Plans’ distribution options and option form completion.

Qualifications

Key Responsibilities:

• Provide confidential, personalized verbal and written investment and retirement education to plan participants (active and retired/separated) to promote participants making suitable decisions for their financial security.
• Educate retirement plan participants (current and retired/separated) on a variety of straightforward investment and retirement topics, such as descriptions of 401(k) Plan investment options and explanations of the distribution options under both plans.
• Facilitate connection with and referral to PIRC services to build long-term financial and retirement planning relationship with NRECA.
• Track status of participant inquiries using a client relationship management (CRM) database.

Required Qualifications and Skills:  

• Knowledge with regard to: defined benefit and defined contribution plans and how they affect and interact with an employee’s financial situation; the latest legal and business developments in the areas of retirement/investment planning, education funding, personal portfolio management, securities, life insurance/annuities, tax laws and estate-planning issues; Social Security and Medicare as demonstrated by prior work experience. 
• Ability to relate to each individual based on that individual’s levels of investment and financial sophistication as demonstrated by prior work experience. 
• Ability to communicate, both verbally and in writing, with a diverse membership, employees and/or vendors in a clear and precise manner as demonstrated by prior work experience.

Preferred Qualifications:

• Bachelor's degree or 4 years’ experience working in relationship management, sales, trusts & estates, and or investment advisory services within the financial services industry; Master's degree preferred.
• Must possess and maintain a professional designation such as CFP®, CEBS®, ChFC®, CLU, CRPC®, or RICP® or if previously maintained Series 6, 7, 63, 65 or 66 license, must obtain a professional designation such as CFP®, CEBS®, ChFC®, CLU, or RICP® within two years.

Essential Physical Requirements:

• The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and extensive reading.

• Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.

Disclaimer Statement: The preceding job description has been written to reflect management’s assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.

Additional Requirement:

The preceding job description has been written to reflect management’s assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.  All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

NRECA is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please e-mail humanresources@nreca.coop or call: 703-907-5992 - NRECA Arlington Human Resources. Please call 402-483-9275 - NRECA Lincoln Human Resources, for Lincoln, NE employment opportunities. We will make a determination on your request for reasonable accommodation on a case-by-case basis.

The U.S. Equal Employment Opportunity Commission (EEOC) recently released the '' poster, which updates and replaces the previous "EEO is the Law" poster and "EEO Is the Law Poster Supplement". 

Pay Transparency Non-Discrimination. NRECA will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. Please see the Pay Transparency Nondiscrimination Provision for more information.

E-Verify. As a Federal Contractor, NRECA is required to participate in the E-Verify Program to confirm eligibility to work in the United States. For information please click on the following link: .

For more information about life at NRECA please visit .