Retirement Education Specialist (Grand Rapids, MI)

Principal Financial Group-posted 3 months ago
$54,000 - $82,000/Yr
Full-time • Entry Level
Remote • Grand Rapids, MI
5,001-10,000 employees
Funds, Trusts, and Other Financial Vehicles
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Do you have a passion for helping others achieve their financial goals and live their best lives? If so, our Plan Education & Advice Team has an exciting opportunity for you! We're looking for a Retirement Education Specialist to join our dynamic team. In this role, you'll have the opportunity to make a meaningful impact, engaging with 5 million individuals through innovative technology and exceptional talent-just like you!

  • 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.
  • Bachelor's degree or equivalent of 8 years of experience.
  • 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 50% of the time with your own transportation, mostly day travel but there will be overnight travel as well.
  • Licensing requirements: Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy.
  • Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63).
  • Preference for FINRA Series 7 and 66.
  • Excellent communication, presentation, analytical, and interpersonal skills.
  • Successful history of accomplishments in education, retirement sales, or a related field.
  • Ability to work both independently and collaboratively.
  • Flexible Time Off (FTO) for salaried employees.
  • Pension plan.
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