Job Description

Job Description and Duties

Anticipated Interview Dates: We anticipate holding virtual interview beginning the week of November 2, 2026. We look forward to meeting with you!

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 Walnut Creek Regional Office.   

The Walnut Creek Regional Office is located at 1340 Treat Blvd, in Walnut Creek, 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.

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Working Conditions

• This position is designated as office-centered and works primarily on-site at the Walnut Creek, CA Regional Office at least three weekdays.
• Office Coverage is required from 8:00 a.m. to 5:00 p.m. 
• Approximately 35% to 50% of the time may be spent at field locations conducting retirement planning and customized presentations, attending offsite training classes, special project team meetings, and providing office coverage for other regional offices. 
• Multi-night travel may be required as well as working after normal working hours and weekends. 
• Exerts up to 15 lbs. of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.

Special Requirements

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 be numbered and list all relevant experience, education, and training, including places of employment, dates, and duties performed.  The SOQ must not exceed two pages in length.

1. Describe your experience working in a high-volume customer service environment.

2. Describe your written and verbal communication skills, including your ability to deliver sensitive information using tact and professionalism.

3. 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 .

Desirable Qualifications

In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:

• Experience working effectively both independently and collaboratively with others. 
• Excellent customer service skills 
• Experience communicating effectively with all levels of leadership and membership. 
• Experience working in a fast paced and changing environment. 
• Experience demonstrating a positive attitude, flexibility, and dependability in the workplace.

Benefits

CalPERS team members are eligible for a number of benefits. Health benefits and leave programs are available for most team members. Benefit eligibility may depend on length of service and collective bargaining agreements.

Some added benefits CalPERS offers include:

• Onsite fitness center
• Easy Access to public transportation (BART)
• Onsite parking available, for a monthly cost

For more details about employee benefits, visit the California Department of Human Resources website.

Additional Information

Live Scan
Candidates not currently employed at CalPERS are required to submit to a criminal history review process utilizing Live Scan fingerprinting.

CalPERS Disclosure Requirements
If employed, you may be subject to rules imposed by Personal Trading Regulations and Conflict of Interest Code that apply to CalPERS team members, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700) Please do not include any confidential information on any documents in your application package. Confidential information that should be excluded or removed from these documents include, but is not limited to, your social security number, date of birth, marital status, personal photos, a copy of your driver’s license, equal employment opportunity data, examination scores, and LEAP status.

Required Application Package Documents

The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:

• 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.

Job Tags

Permanent employment, Full time, Work at office, Remote work, Monday to Friday, Night shift, Weekend work, Weekday work

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