Retirement Education Specialist (Grand Rapids, MI)

Principal Financial Group • Grand Rapids, MI

92d • $54,000 - $82,000

About The Position

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!

Requirements

• 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.
• Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy.

Nice To Haves

• 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.

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.

Benefits

• Flexible Time Off (FTO) for salaried employees.
• Pension Eligible.
• Comprehensive, competitive benefit offerings crafted to protect physical, financial, and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees