Retirement Education Specialist (Southern California)

Principal Financial Group • San Diego, CA

7h • Hybrid

About The Position

As a Retirement Education Specialist, you will play a critical role in empowering retirement plan participants to make confident financial decisions. You will deliver engaging education, provide personalized guidance, and partner with employers and advisors to drive meaningful outcomes. 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

• 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 well. Travel will be via car and air. Personal transportation may be required.
• FINRA Series 7 and 63/66 required within 5 months of employment.
• 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.
• 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 when necessary.

Nice To Haves

• Bilingual in Spanish preferred but not required
• Consideration would be given to existing FINRA Series 6 and 63 candidates.
• A licensed individual is preferred.

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
• Develop and implement education plans that increase engagement and participation in retirement programs
• Conduct needs assessments to guide participants in making informed decisions about saving, investing, and retirement income
• Adapt messaging based on audience needs
• Leverage tools and insights to improve participant outcomes

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.
• Pension Eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree