Education Strategist

Principal Financial Group • Des Moines, IA

61d • $54,000 - $128,400 • Hybrid

About The Position

We’re looking for an Education Strategist to join our team. In this role, You will provide consulting services on best practice education strategies based on participant market research and client specific demographics to field service and sales force and clients through cost effective recommendations and innovative solutions.
Promote, educate, and communicate participant education product offering and story to field sales and service, advisors, plan sponsors and key internal audiences.
Apply participant market research and plan demographics to provide education strategies to our most complex institutional clients.
Independently research, develop and coordinate sophisticated, high impact solutions/opportunities related to business needs.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Requirements

• 4+ years of related work experience such as Qualified Plans (401k plans, 403b, Pension plans); including investments, plan design, administration, services, compliance, and marketing strongly preferred or equivalent proven through one or a combination of the following: work experience, training, military experience, or education
• Associate or Bachelor's degree preferred
• Effectively communicate technical features of qualified retirement plan products
• Manage responsibilities effectively, be creative, and have good problem solving, analytical, and multitasking skills
• Travel is required (approximately 20-30%)

Nice To Haves

• Effective presentation skills, influence, and negotiation skills
• Excellent verbal and written communication skills
• Excellent organization and time management skills and attention to detail

Responsibilities

• Provide consulting services on best practice education strategies based on participant market research and client specific demographics to field service and sales force and clients through cost effective recommendations and innovative solutions.
• Promote, educate, and communicate participant education product offering and story to field sales and service, advisors, plan sponsors and key internal audiences.
• Apply participant market research and plan demographics to provide education strategies to our most complex institutional clients.
• Independently research, develop and coordinate sophisticated, high impact solutions/opportunities related to business needs.

Benefits

• Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
• Pension Eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees