Retirement Education Specialist - Bilingual (Northern CA)
About the position
Are you someone who loves helping people reach their financial goals and live their best lives? If so, the Center of Excellence- Education Team has an exciting opening for a Bilingual Retirement Education Specialist. We are seeking top talent to join our enthusiastic team. In this role, you will wake up every day to the challenges and opportunities we have to engage with 5 million people through technology and top tier talent - like you! Embrace our vision that everyone deserves to have the best outcome possible for their retirement! As a Bilingual Retirement Education Specialist, you will consult with the development and implementation of education plans that increase participation in the retirement plan. You will collaborate with the Plan Sponsor, Advisor, and internal teams to provide appropriate education solutions. Your role will involve developing appropriate needs assessments that help retirement plan participants make informed decisions about their retirement savings and payout strategies. You will also present workshops and conduct one-on-one meetings for participants, serving as the point of contact for participant and plan sponsor needs.
Responsibilities
• Consult with the development and implementation of education plans that increase participation in the retirement plan.
,
• Collaborate with the Plan Sponsor, Advisor, and internal teams to provide appropriate education solutions.
,
• Develop appropriate needs assessments that help retirement plan participants make informed decisions about their retirement savings and payout strategies.
,
• Present workshops and one-on-one meetings for participants.
,
• Serve as the point of contact for participant and plan sponsor needs.
Requirements
• Bachelor's degree or equivalent of 8 years of experience.
,
• 2+ years of experience in the financial services industry with experience in personal markets, retirement planning, and educating participants.
,
• Bilingual in Spanish/English, required.
,
• Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy.
Nice-to-haves
• Excellent communication, presentation, analytical, and organizational skills.
,
• Proven record of success within an education, retirement sales or related field.
,
• Ability to work independently and with a team.
,
• Understanding of all Principal products and business unit operations.
Benefits
• Flexible Time Off (FTO) for vacation, personal or short-term illness.
,
• Pension eligibility.
Apply Now
Are you someone who loves helping people reach their financial goals and live their best lives? If so, the Center of Excellence- Education Team has an exciting opening for a Bilingual Retirement Education Specialist. We are seeking top talent to join our enthusiastic team. In this role, you will wake up every day to the challenges and opportunities we have to engage with 5 million people through technology and top tier talent - like you! Embrace our vision that everyone deserves to have the best outcome possible for their retirement! As a Bilingual Retirement Education Specialist, you will consult with the development and implementation of education plans that increase participation in the retirement plan. You will collaborate with the Plan Sponsor, Advisor, and internal teams to provide appropriate education solutions. Your role will involve developing appropriate needs assessments that help retirement plan participants make informed decisions about their retirement savings and payout strategies. You will also present workshops and conduct one-on-one meetings for participants, serving as the point of contact for participant and plan sponsor needs.
Responsibilities
• Consult with the development and implementation of education plans that increase participation in the retirement plan.
,
• Collaborate with the Plan Sponsor, Advisor, and internal teams to provide appropriate education solutions.
,
• Develop appropriate needs assessments that help retirement plan participants make informed decisions about their retirement savings and payout strategies.
,
• Present workshops and one-on-one meetings for participants.
,
• Serve as the point of contact for participant and plan sponsor needs.
Requirements
• Bachelor's degree or equivalent of 8 years of experience.
,
• 2+ years of experience in the financial services industry with experience in personal markets, retirement planning, and educating participants.
,
• Bilingual in Spanish/English, required.
,
• Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy.
Nice-to-haves
• Excellent communication, presentation, analytical, and organizational skills.
,
• Proven record of success within an education, retirement sales or related field.
,
• Ability to work independently and with a team.
,
• Understanding of all Principal products and business unit operations.
Benefits
• Flexible Time Off (FTO) for vacation, personal or short-term illness.
,
• Pension eligibility.
Apply Now