Customer Service Representative

NewRetirement, Inc. is currently seeking a Customer Service Representative (CSR) to join our rapidly growing team helping millions make the transition to and improve quality of life in retirement.

The position requires that you:

  • Provide service support through chat and email, occasionally over the phone
  • Respond to customers, identify customer issues, provide solutions, converse in a polite and professional manner, and manage user data 
  • Respond to chat inquiries and effectively consult with customers regarding  using the retirement planner
  • Provide operational support  managing subscriptions, onboarding, and event management using multiple systems
  • Provide internal support reviewing and testing the retirement planner

This position is ideal for those starting out or transitioning to careers with an interest in financial planning, teaching others, online marketing, and product management. As NewRetirement is a rapidly growing company, opportunities for an expanded or advanced role will exist.

Over time, this position can grow to include:

  • Optimizing processes for customer support
  • Optimizing processes for customer support
  • Participating in live education courses for customers
  • Creating additional support documentation and  tools for customers
  • Creating online marketing campaigns
  • Becoming a coach

You’ll have an opportunity to work with an expert team that is helping millions of people achieve financial independence in a new, scalable and aligned way.  You’ll see first hand how a large SAAS firm is built across product, technology, marketing and services.


Candidates must:

  • Have excellent communication skills
  • Be smart, resourceful, curious and motivated
  • Have stellar customer service and problem-solving skills
  • Have the ability to learn quickly, multi-task, and exhibit exceptional attention to detail 
  • Have strong computer skills and be familiar with Google Docs 
  • Have a willingness to help others
  • Be willing to work on weekends (limited hours that are flexible)
  • Financial services experience, especially concerning retirement planning and/or mortgages, is preferred but not required
  • Sales experience is a plus

This is a remote position. Candidates can be based anywhere within the US and must be able to provide an adequate workspace, sufficient internet, and minimum hardware requirements (computer & headphones).

This position may require weekend hours. Candidates can negotiate a flexible schedule in regard to days and times during the week. You may ? be willing to work a minimum of 2–4 hours over weekends.

This is a part time OR full time position and will be contracted to hire.

Include these in your application:

  • Your resume and LinkedIn profile (optional)
  • A few words about why NewRetirement is interesting to you

About NewRetirement

NewRetirement is an affordable, unbiased financial planning software company, disrupting the way things are done in the financial services industry.

Instead of selling data, products, or trying to manage money for a percentage of assets under management (AUM), we charge our members a transparent and low annual fee. And what do they get? Complete control and understanding of their financial wellbeing.

By using the tool as a safe sandbox to model out their options and their respective consequences, our members achieve an unprecedented level of confidence and clarity. We also offer additional services for those who need a personal touch or would rather defer to an industry professional for advice at an hourly rate.

We have since been picked up and used by industry giants such as MarketWatch and are endorsed by the AAII, Forbes Magazine, The Center for Retirement Research at Boston College, MoneyBoss, CanIRetireYet, and many more.

Please email us at if you’re interested.


Disclaimer: The content, calculators, and tools on are for informational and educational purposes only and should not be construed as professional financial advice. NewRetirement Planner and PlannerPlus are tools that individuals can use on their own behalf to help think through their future plans, but should not be acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. NewRetirement strives to keep its information and tools accurate and up to date. The information presented is based on objective analysis, but it may not be the same that you find on a particular financial institution, service provider or specific product’s site. All content, tools, financial products, calculations, estimates, forecasts, comparison shopping products and services are presented without warranty.

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