Retirement Education Partners
The Scheduling Coordinator at REP / Bickerstaff Investment Group manages appointments, schedules meetings, and coordinates communication between clients, advisors, and teams to enhance operational efficiency and client service.
Retirement Education Partners is a financial services company dedicated to helping educators and individuals understand and plan their financial futures. They offer retirement planning products including 403(b), 457(b), IRA, and Roth IRA plans, as well as life insurance options such as Indexed Universal Life (IUL) policies. Using plain language and hands-on guidance, they empower clients to secure their financial futures while also recruiting agents to join their relationship-focused team.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Retirement Education Partners.
Retirement Education Partners didn’t post a salary, so this is our estimate from similar listings.
81% below the average for this role