Retirement Education Specialist (WI/IL/MN)

TruStage•Madison, WI

About The Position

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position is responsible for high quality and proactive support of retirement plan sponsors and financial advisors, by presenting the advantages and details of retirement plans (Defined Contribution, Profit Sharing 403(b) and Defined Benefit plans) to employees of credit unions and small businesses adopting TruStage’s employee retirement programs. This position provides technical training and educational value, addressing specific client needs to retain and grow business within assigned regional customer accounts. Candidate must live in the territory of coverage for consideration. Wisconsin would be ideal, since it has the most programs, but IL and MN could work.

Requirements

Bachelor’s degree in Marketing, Business Administration, Insurance or related field or equivalent work experience.
Three years of current experience enrolling and educating participants in various retirement programs or an equivalent trade-off of related training and educational experience. Ability to deliver education in Spanish is preferred.
Demonstrated technical knowledge of Qualified and Non-Qualified Retirement Plans, including 401(k), 403(b) and 457(b) and Defined Benefit Plans.
Demonstrated organizational, analytical, planning and presentation skills (both face-to-face and virtual).
Proven ability to communicate detailed product information and retirement plan services clearly and effectively to internal/external clients via phone, in person and in writing.
Demonstrated abilities to use presentation technologies and software such as PowerPoint, Brainshark, Zoom and Microsoft Teams.
Possess or obtain FINRA Securities Industry Essentials Examination, Series 6 and 63 exams, Life and Variable Insurance Licenses within 90 days.
Up to 25% travel, required.

Nice To Haves

Strong skillset in using Microsoft Office Suite, specifically Excel.
Role would require more in-depth usage, for consideration.
While the role has a sales component to it, we would looking more at relationship management skills for this role or account management skillset.

Responsibilities

Assesses and supports the needs of the plans sponsor, independent financial advisors, and relationship management team members in conducting employee enrollment and education meetings to groups and interested individuals to help meet the strategic goals of the plan.
Maintains joint responsibility with the Relationship Managers/Retirement Specialists to create a territory plan that achieves the service model metrics around educational meetings and other service activities that drive plan and participant retention.
Effectively presents, educates, and promotes to the employees of the business adopting a retirement plan the basics and overall advantages of their retirement plan(s), including information about their investment options. Goal is to provide education that helps increase participation in the plan, increase employees’ deferrals and optimizes the allocation of a participants’ assets. These services may be provided via a combination of onsite, webinar, video, or email campaign support.
During and following the group enrollment and education meetings, understands and responds effectively to employee concerns/questions to help them act and optimize their utilization and appreciation of their retirement plan.
Provides technical/product training to financial advisor, plans sponsor, and their employees, regarding details and information pertaining to their retirement plan(s).
Serves as an education expert for the servicing/sales team to identify enrollment and participant education resources, strategies and educational campaigns that can assist in the acquisition and retention of business.
Interfaces with home office product leaders in the enhancement of existing retirement programs, the development of new programs, and materials needed to service those programs at the participant level.
Understands the competitive environment for the retirement services marketplace together with diverse financial services markets.
Fosters teamwork and culture that is action oriented and accepts and responds rapidly to change.
Maintains relationships with organizations and associations that support the product and service needs of the retirement plan industry.
Assist in the identification of new market needs and potential solutions to those needs.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.