Retirement Education Specialist

Voya Financial • Portland, OR

3d • $70,530 - $88,160 • Hybrid

About The Position

As a Retirement Education Specialist, you will support Voya’s Retirement Services goals by engaging individuals to save and invest for retirement. You will work directly with external clients and internal partners to deliver strategies that drive improved retirement outcomes—whether enrolling in their plan, increasing contributions, or optimizing product and service utilization. This role partners closely with Voya’s relationship management, product, and sales teams, as well as directly with clients. Candidates must be located in Portland, OR or Seattle, WA.

Requirements

• Bachelor’s degree or equivalent.
• 4–6 years of financial industry experience.
• FINRA licensed (Series 6 or 7 & 63 required).
• Excellent written and oral communication skills.
• Excellent public speaking skills.

Nice To Haves

• Familiarity with 401(k), 403(b), and 457 plans.
• Life license preferred or ability to obtain within 60 days.
• Bilingual Spanish preferred.

Responsibilities

• Provide onsite education and motivational seminars on a wide range of financial topics to retirement plan participants and prospective participants.
• Customize PowerPoint presentations to reflect specific plan design and plan features.
• Maintain industry knowledge through continuing education programs required by FINRA licenses to deliver compliant onsite presentations.
• Maintain an onsite training measurement system to track program effectiveness for plan sponsors and internal Voya groups.
• Ensure presentation topics and speaking points remain compliant with industry standards and approved sales/advertising practices.
• Book travel through corporate‑approved vendors and perform other duties as assigned.
• Travel within the region up to 90% of the time.

Benefits

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level