Retirement Solutions Specialist (Hybrid)
About Olson, A Division of Patriot Growth Insurance Services:
The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years.
Position Overview : The Retirement Solutions Specialist plays a key role in delivering exceptional service to The Olson Group’s group retirement plan participants and individual wealth planning clients. This position supports the day-to‑day operations of the retirement solutions department by managing client interactions, coordinating reviews and meetings, maintaining accurate records, and ensuring a high‑quality client experience.
This role is ideal for a service‑oriented professional with strong retirement plan knowledge, excellent organizational skills, and the ability to build trusted client relationships.
Work Arrangement : This is a full‑time, hybrid position reporting to our office in Omaha, NE.
Professional Responsibilities:
Serve as a primary point of contact for group retirement and individual wealth planning clients
Respond promptly and professionally to client inquiries via phone and email
Schedule and coordinate client appointments, reviews, and meetings
Support quarterly and annual reviews for individual and group retirement clients
Maintain accurate client records, documentation, and activity notes
Utilize Salesforce and other tools for calendar management, reporting, and tracking client activity
Generate reports to monitor client progress and key performance metrics
Build and maintain strong client relationships through proactive follow‑up and personalized service
Coordinate paperwork and administrative activities related to client servicing
Qualifications and Requirements:
3‑5 years of experience in retirement plan management (5+ years strongly preferred)
Strong knowledge of retirement plans including 401(k), 403(b), 401(a), 457(b), and 414(h)
Understanding of mutual funds and modern investment theory
Series 6 or Series 7 and Series 63/65/66 licenses required
Bachelor’s Degree in Business Administration, Finance, or a related field
Professional designations such as
CMFC
and/or
AIF
preferred
Strong organizational, communication, and problem‑solving skills
Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite
Ability to manage multiple priorities in a client‑facing, team‑oriented environment
Commitment to confidentiality, ethics, and regulatory compliance
About Patriot Growth Insurance Services : Founded in 2019, Patriot is a growth‑focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest‑growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like‑minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.
Patriot offers the opportunity to be a part of a fast‑growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.
In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short‑Term Disability, Long‑Term Disability and Group Term Life
Company paid Employee Assistance Program
Paid holidays
Personalized PTO
401 (k)
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.
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The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years.
Position Overview : The Retirement Solutions Specialist plays a key role in delivering exceptional service to The Olson Group’s group retirement plan participants and individual wealth planning clients. This position supports the day-to‑day operations of the retirement solutions department by managing client interactions, coordinating reviews and meetings, maintaining accurate records, and ensuring a high‑quality client experience.
This role is ideal for a service‑oriented professional with strong retirement plan knowledge, excellent organizational skills, and the ability to build trusted client relationships.
Work Arrangement : This is a full‑time, hybrid position reporting to our office in Omaha, NE.
Professional Responsibilities:
Serve as a primary point of contact for group retirement and individual wealth planning clients
Respond promptly and professionally to client inquiries via phone and email
Schedule and coordinate client appointments, reviews, and meetings
Support quarterly and annual reviews for individual and group retirement clients
Maintain accurate client records, documentation, and activity notes
Utilize Salesforce and other tools for calendar management, reporting, and tracking client activity
Generate reports to monitor client progress and key performance metrics
Build and maintain strong client relationships through proactive follow‑up and personalized service
Coordinate paperwork and administrative activities related to client servicing
Qualifications and Requirements:
3‑5 years of experience in retirement plan management (5+ years strongly preferred)
Strong knowledge of retirement plans including 401(k), 403(b), 401(a), 457(b), and 414(h)
Understanding of mutual funds and modern investment theory
Series 6 or Series 7 and Series 63/65/66 licenses required
Bachelor’s Degree in Business Administration, Finance, or a related field
Professional designations such as
CMFC
and/or
AIF
preferred
Strong organizational, communication, and problem‑solving skills
Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite
Ability to manage multiple priorities in a client‑facing, team‑oriented environment
Commitment to confidentiality, ethics, and regulatory compliance
About Patriot Growth Insurance Services : Founded in 2019, Patriot is a growth‑focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest‑growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like‑minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.
Patriot offers the opportunity to be a part of a fast‑growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.
In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short‑Term Disability, Long‑Term Disability and Group Term Life
Company paid Employee Assistance Program
Paid holidays
Personalized PTO
401 (k)
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.
#J-18808-Ljbffr