Senior Retirement Benefits Counselor

Equal Opportunity Employer The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Equal Opportunity Employer The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. It is an objective of the State of California to achieve a drug‑free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants. Position Details Job Code #

JC-528546

Position #(s) 275-920-5393-016 Working Title Senior Retirement Benefits Counselor Classification

ANALYST II

$6,031.00 - $7,547.00 A

New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable. # of Positions 1 Work Location Sacramento County Telework Hybrid Job Type Permanent, Full Time Department Information The California Public Employees’ Retirement System (CalPERS) is the nation’s largest public pension fund, providing retirement and health benefits to public employees, retirees, and their families. Headquartered in downtown Sacramento, we are a destination employer with an international reputation for leadership and innovation. At CalPERS, we’re committed to people – the people we serve, our team members, and the larger community around us. CalPERS is situated near the Napa Valley, San Francisco, Lake Tahoe, and other desirable destinations, and we offer competitive benefit packages, compensation, and opportunities for advancement. If you are interested in becoming part of a diverse and inclusive workforce where talent, experience, and expertise are valued, CalPERS invites you to apply for this employment opportunity. To find out more about our Diversity, Equity, and Inclusion efforts, visit our website ! To take a look at CalPERS as a destination employer, view this YouTube video . Job Description And Duties Anticipated Interview Dates: We anticipate holding in-person interviews beginning September 1, 2026. The California Public Employees’ Retirement System (CalPERS) is the nation’s largest public pension fund, providing retirement and health benefits to public employees, retirees, and their families. Headquartered in downtown Sacramento, we are a destination employer with an international reputation for leadership and innovation. At CalPERS, we’re committed to people – the people we serve, our team members, and the larger community around us. CalPERS is situated near the Napa Valley, San Francisco, Lake Tahoe, and other desirable destinations, and we offer competitive benefit packages, compensation, and opportunities for advancement. If you are interested in becoming part of a diverse and inclusive workforce where talent, experience, and expertise are valued, CalPERS invites you to apply for this employment opportunity. To find out more about our Diversity, Equity, and Inclusion efforts, visit our website ! To take a look at CalPERS as a destination employer, view this YouTube video . California Public Employee’s Retirement Systems (CalPERS) seeks an Analyst II, Senior Retirement Benefits Counselor, in the Customer Education and Outreach Division (CEOD) at the Sacramento Regional Office. The Sacramento Regional Office is located at 400 Q Street, in Sacramento, California. Office coverage is required from 8:00 a.m. to 5:00 p.m. Monday through Friday. Travel and overnight travel may be required as well as working after normal business hours and weekends so please consider this before applying. CEOD serves as the first point of contact for CalPERS active and retired members, by educating and offering guidance on retirement program benefits and services. The CEOD Regional Offices are responsible for providing in-person and virtual help to active and retirement members by conducting presentations and meeting with customers on a one‑on‑one basis about retirement and health benefits while applying the Public Employee Retirement Law (PERL), the Public Employee’s Medical and Hospital Care Act (PEMHCA), new legislation, and policy initiatives in answering customer inquiries. Telework Information This position is eligible for a hybrid work schedule, with up to two days of remote work and three days or more onsite, per week. Sponsorship This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship. CalPERS does not participate in E‑Verify for employment authorization purposes. Effective July 1, 2025, The California Department of Human Resources (CalHR) implemented the Personal Leave Program 2025 (PLP 2025). PLP 2025 directs that each employee shall receive a 3 percent reduction in pay in exchange for 5 hours PLP 2025 leave credits, monthly. The salary range(s) included in the job advertisement do not reflect the 3 percent reduction in pay. You will find additional information about the job in the Duty Statement . Special Requirements Statement of Qualifications Please provide a Statement of Qualifications (SOQ) for the hiring manager’s review. Applications received without an SOQ or those that do not respond to the specific questions below will not be considered. The SOQ must be typed, titled “Statement of Qualifications,” and each response must list all relevant experience, education, and training, including duties performed. The SOQ must not exceed two pages in length. Describe your experience working in a high-volume customer service environment. Describe your written and verbal communication skills, including your ability to deliver sensitive information using tact and professionalism. Describe your experience with public speaking and/or conducting presentations to larger groups of 25 people or more. Minimum Qualifications All experience and education relating to the Minimum Qualifications (MQs) listed on the Classification Specification should be included in your application package to clearly demonstrate how you meet the MQs for this position. If you are using education to meet MQs, please include your transcripts with your application package. If you have a degree from outside of the United States, you must submit an evaluation of this degree to determine the US equivalency. If you need an evaluation, you can visit the National Association of Credential Evaluation Services (NACES) website to find organizations that provide these services. The Classification Specification is located on this Job Posting under “Minimum Requirements.” Please Note: You may need to pass an examination to establish list eligibility prior to a final offer of employment. To find and take an exam, visit CalHR’s CalCareers website . Need help with your state application, resume, Statement of Qualifications, or interview preparation? The CalPERS Career Services & Outreach team provides comprehensive support throughout the CalPERS hiring process. Our services include one‑on‑one online consultations for application assistance, Statement of Qualification review, and interview preparation. To schedule an appointment and receive personalized guidance from our team, please use the following booking link: CalPERS Career Services Consultations . Final Filing Date: 8/27/2026 Who May Apply Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s). Required Application Package Documents Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position. Resume is optional. It may be included, but is not required. Statement of Qualifications - In addition to completing your online job application, you must provide a Statement of Qualifications (SOQ) for the hiring manager’s review. Please see the Special Requirements section for instructions and questions for the SOQ. Applications received without an SOQ will not be considered. We ask that you not use Artificial Intelligence assistance when composing your written response. Written responses are an attempt to assess and gain an understanding of your personal writing and communication skills and abilities. Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting. #J-18808-Ljbffr CalPERS