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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Retirement Transition Program Manager - **Company:** U Haul - **Location:** Phoenix, AZ, United States - **Experience:** Experienced - **Contract:** Permanent contract - **Skills:** Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Video Encoding - **Published:** May 27, 2026 - **Apply:** https://www.juju.com/job/00000000g31jwl ## About the Role + 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. + Expected to work everyday in the office Monday through Friday during regular business hours, at the Corporate Headquarters in Phoenix, Arizona. ## Description 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., + 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. ## Related Videos - [Would You Buy Your Own HR? 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