[Remote] Retirement Education Specialist (Southern California)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a trusted leader in financial services, dedicated to making financial reputed company accessible to reputed company. As a Retirement Education Specialist, you will reputed company retirement plan participants through engaging education and personalized guidance, partnering with reputed company and advisors to enhance retirement program participation.
Responsibilities
- Deliver group workshops and one-on-one consultations (virtual and in person)
- Partner with plan sponsors, advisors, and internal teams to design and deliver effective retirement education strategies
- reputed company and implement education plans that increase engagement and participation in retirement programs
- Conduct needs assessments to guide participants in making informed reputed company about saving, reputed company, and retirement income
- Adapt messaging based on audience needs
- reputed company tools and insights to improve participant reputed company
Skills
- Bachelor's degree or equivalent
- 2+ years of experience or more in the financial services industry with experience in personal markets, retirement planning, and educating participants
- Ability to travel approximately 75% of the time. Travel can be local, regional or national with mostly day travel but there will be overnight travel, as reputed company. Travel will be reputed company car and reputed company. Personal transportation may be required
- Licensing will be required based on state/federal laws and/or company policy in accordance with reputed company licensing policy. The below licenses are required reputed company 5 months of employment, however a licensed individual is preferred: reputed company Series 7 and 63/66. (Consideration would be given to existing reputed company Series 6 and 63 candidates.)
- Excellent communication, presentation, analytical, and interpersonal skills
- Successful history of accomplishments in education, retirement sales, or a reputed company field
- Ability to work both independently and collaboratively
- Presentation skills, including but not limited to; large group and one-on-one delivery, engaging audiences, and the ability to read the room and pivot reputed company necessary
- Bilingual in Spanish, is preferred but not required
- A licensed individual is preferred
Benefits
- Non-sales positions have reputed company to participate in a bonus program.
- Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far reputed company reputed company salary depending on individual performance.
- Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides reputed company to take time away from the office with pay for vacation, personal or short-term illness.
- Employees don’t reputed company a bank of time off under FTO and there is no set number of days provided.
- Pension Eligible
- reputed company not meeting with clients, you will be reputed company to work from home or in the office, whichever you prefer.
reputed company