Retirement Plan Education Specalist

Description:

We provide everything you need to carve out a career filled with success and purpose including:

• Company car with gas card and permitted personal use

• Outstanding benefits and a 401(k)-program matching dollar for dollar up to the first 8%

• Work from home from your territory

• Opportunities for professional development and growth

• Outstanding training and support

What You’ll Do

• Lead group enrollments for assigned employer-sponsored retirement plans

• Provide accurate and timely customer service to ensure a quality customer experience with a goal of customer retention

• Meet with individual participants to educate them on why retirement planning is important

• Conduct group education meetings to educate on the benefit of saving for retirement

• Lead annual review process to educate the plan sponsor on fiduciary duties, assist with understanding compliance testing results, legislative issues, and plan design enhancements.

What it Takes

• Bachelors’ Degree or equivalent work experience

• 2-5 years of related work experience

• Ability to speak, write and understand Spanish is strongly preferred

• Poised public speaker with proven ability to engage and present to diverse audiences of all sizes

• Currently licensed in life and health insurance products or the ability to obtain a license in a reasonable amount of time

• Excellent verbal and written communication and organizational skills are required

• Ability to meet the travel requirements of the job and maintain an acceptable motor vehicle record

• Proficient knowledge and use of PC software applications such as PowerPoint, Excel, and Word