Field Services Representative - ID, MT, NV and WY

NRECABanning, CA
$106,000 - $143,000Remote

About The Position

NRECA’s Field Services team works directly with electric cooperative leaders, benefits administrators, and employees to ensure meaningful engagement with industry‑leading employee benefit programs. As a Field Service Representative, you serve as a trusted advisor and primary point of contact for member cooperatives, providing consultative guidance on retirement, health, and welfare benefits. This role partners with co‑op HR and leadership teams to support benefit plan participation, design strategy, and overall total rewards objectives. Through education, collaboration, and relationship building, the position helps strengthen workforce outcomes and long‑term member satisfaction.

Requirements

  • Minimum of five (5) years of experience in group employee benefits, retirement programs, financial services, or a related field.
  • Bachelor’s degree - Human Resources, Business, Finance, or a related field preferred.
  • Strong consultative and interpersonal skills with the ability to influence, collaborate, and build credibility with stakeholders at all organizational levels.
  • Excellent written, verbal, and presentation communication skills, including the ability to translate complex benefit concepts into clear, actionable information.
  • Demonstrated experience managing client relationships and delivering services across a large, multi‑state geographic territory.
  • Ability to organize, prioritize, and manage time effectively in a highly autonomous, field‑based role.
  • Willingness and ability to travel extensively within assigned territory (approximately 80% travel).
  • Valid driver’s license.

Nice To Haves

  • Life and Health Insurance License (or obtain post-hire).
  • Professional designations such as CLU, ChFC, CFP, CFA, CEBS, or similar credentials in employee benefits or financial services.

Responsibilities

  • Serve as the primary field liaison for assigned territory, ID, MT, NV, and WY (approximately 65 cooperatives, and 3,500 employees), building trusted relationships with co‑op leadership, HR, and employees. Must reside in any of the assigned territories.
  • Educate and advise cooperative management and employees on the features, benefits, and value of NRECA’s retirement, health, and welfare benefit programs.
  • Conduct regular on‑site and virtual co‑op visits, including at least one in‑person visit per co‑op annually, to support engagement, plan participation, and alignment with co‑op objectives.
  • Deliver professional presentations to boards, management teams, employees, and industry groups to communicate complex benefit concepts clearly and effectively.
  • Consult with co‑op HR and leadership on benefit plan design considerations, participation strategies, and workforce total rewards objectives.
  • Collaborate with internal compliance, underwriting, actuarial, and implementation teams to support plan changes, non‑standard requests, renewals, and new business initiatives.
  • Support individual employees by reviewing retirement options and facilitating referrals to Personal Investment and Retirement Consulting (PIRC) as appropriate.

Benefits

  • retirement
  • health
  • welfare benefit programs
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