Retirement Transition Program Manager

Return to Job Search

Retirement Transition Program Manager

To ensure a fair and consistent evaluation process, candidates are expected to complete all interviews and assessments independently and without the use of artificial intelligence tools (including AI-generated responses, prompts, or real-time assistance). Use of AI throughout the application and recruiting process may result in removal from consideration. Our goal is to get to know your authentic experiences, communication style, and problem-solving approach.

This position is fully on-site in Phoenix, Arizona.

U-Haul International is seeking a goal-oriented individual to join an enthusiastic, high-energy, problem-solving team in assisting our internal team members as they transition to retirement. Candidate should have a passion for educating a diverse team member population about their retirement tools and benefits.

Job responsibilities:

• Effectively and accurately administer the retiree health reimbursement benefit and life policies.
• Provide in-depth guidance on Medicare and Social Security benefits.
• Work with SmartDollar team and assist team members on personal finance budget & retirement planning.
• Handle inbound/outbound calls and e-mails.
• Produce and present webinars, educational courses, video presentations and other benefit marketing materials.
• Conduct in-person presentations and provide one-on-one, private personalized coaching to those planning retirement or struggling with debt.
• Maintain knowledge of company benefits, including Medical, Financial Wellness, 401(k) and ESOP, and understand how these benefits coordinate with Medicare and Social Security.
• Perform cross functional tasks in a highly dynamic environment.
• Coordinate and collaborate with other team members and departments.
• Perform both complex and routine administrative work in a timely manner.
• Maintain high accuracy on recordkeeping and organization.
• Maintain high levels of confidentiality and integrity.
• Provide backup support to other Financial Wellness programs.
• Other related tasks that may be assigned.

The expected salary range for this role will be $50,000-$54,000 annually.

Ideal candidates will possess the following qualities:

• Professional decorum and trustworthiness.
• Proven success on program management.
• A keen understanding of Medicare and Social Security benefits.
• Approachable, humble, and can-do attitude.
• Excellent written and verbal communication.
• A genuine compassion for people and financial wellness.
• Organized self-starter, innovative and creative.
• Ability to thrive in an independent work environment with minimal monitoring.
• Adoration for problem solving.
• Curiosity and willingness to learn and explore new ideas.
• A strong work ethic.
• The ability to work in a collaborative team environment, but also work independently.
• Enjoyment of a corporate office environment.
• Accuracy oriented mindset and ability to follow directions.
• Comfortable with public speaking and video recording.
• Strong computer skills and ability to use software such as Word, Excel, PowerPoint, and Outlook.
• Ability to be punctual to a work schedule and routine tasks.
• Ability and willingness to work overtime, when needed.

Preferred Qualifications:

• Possess Social Security, Medicare and Budgeting knowledge, or willing and capable to learn and become the topic expert.
• At least 3 years of related industry experience - Investment, Insurance, Retirement, or Human Resources.

Why U-Haul?:

• Full Medical coverage
• Prescription plans
• Dental & Vision Plans
• New indoor fitness gym
• Gym Reimbursement Program
• Registered Dietitian Program
• Weight Watchers
• Onsite medical clinic for you and your family
• Career stability
• Opportunities for advancement
• Valuable on-the-job training
• Tuition reimbursement program
• Free online courses for personal and professional development at U-Haul University
• Business and travel insurance
• You Matter Employee Assistance Program
• Paid holidays, vacation, and sick days
• Employee Stock Ownership Plan (ESOP)
• 401(k) Savings Plan
• Life insurance
• Critical Illness/Group Accident
• 24-hour physician available for kids
• MetLaw Legal program
• MetLife auto and home insurance
• Mindset App Program
• Discounts on cell phone plans, hotels, and more
• LifeLock Identity Theft
• Savvy consumer wellness programs - from health care tips to financial wellness
• Dave Ramsey's SmartDollar Program
• U-Haul Federal Credit Union
• Wellness Program

Disclosure: To prevent conflict of interest, candidates must not have an external book of business for financial products, such as selling insurances/annuities/investments.

#LI-SB1

U-Haul is an equal opportunity employer. All applications for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state, or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.