Retirement Education Specialist - Bilingual (Northern CA or Chicago)
About the position
The Bilingual Retirement Education Specialist position at the Center of Excellence - Education Team is designed for individuals who are passionate about helping others achieve their financial goals and secure their retirement. This role is pivotal in engaging with a diverse audience of retirement plan participants, providing them with the necessary education and resources to make informed decisions about their retirement savings and strategies. The successful candidate will be part of a dynamic team that values collaboration and innovation, working to ensure that every individual has the opportunity to achieve the best possible retirement outcomes. In this role, you will be responsible for consulting on the development and implementation of education plans aimed at increasing participation in retirement plans. You will collaborate closely with Plan Sponsors, Advisors, and internal teams to deliver tailored education solutions that meet the unique needs of participants. This includes conducting needs assessments to help participants understand their options and make informed choices regarding their retirement savings and payout strategies. You will also be responsible for presenting workshops and conducting one-on-one meetings, serving as the primary point of contact for both participants and plan sponsors. The ideal candidate will possess a strong background in financial services, particularly in personal markets and retirement planning, and will be bilingual in Spanish and English. This role requires excellent communication and presentation skills, as well as the ability to work independently and as part of a team. With a travel requirement of up to 75% locally and 25% overnight, the position offers flexibility in work location, allowing for remote work when not meeting with clients. This is an exciting opportunity to make a significant impact in the lives of individuals planning for their retirement.
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.
,
• Serve as the point of contact for participant and plan sponsor needs.
Requirements
• Bachelor's degree or equivalent of 8 years of experience.
,
• 2+ years of experience in the financial services industry with experience in personal markets, retirement planning, and educating participants.
,
• Bilingual in Spanish/English, required.
,
• Licensing will be required based on state/federal laws and/or company policy.
Nice-to-haves
• Excellent communication, presentation, analytical, and organizational skills.
,
• Proven record of success within an education, retirement sales or related field.
,
• Ability to work independently and with a team.
,
• Understanding of all Principal products and business unit operations.
Benefits
• Flexible Time Off (FTO) for salaried employees.
,
• Pension eligibility.
Apply Now
The Bilingual Retirement Education Specialist position at the Center of Excellence - Education Team is designed for individuals who are passionate about helping others achieve their financial goals and secure their retirement. This role is pivotal in engaging with a diverse audience of retirement plan participants, providing them with the necessary education and resources to make informed decisions about their retirement savings and strategies. The successful candidate will be part of a dynamic team that values collaboration and innovation, working to ensure that every individual has the opportunity to achieve the best possible retirement outcomes. In this role, you will be responsible for consulting on the development and implementation of education plans aimed at increasing participation in retirement plans. You will collaborate closely with Plan Sponsors, Advisors, and internal teams to deliver tailored education solutions that meet the unique needs of participants. This includes conducting needs assessments to help participants understand their options and make informed choices regarding their retirement savings and payout strategies. You will also be responsible for presenting workshops and conducting one-on-one meetings, serving as the primary point of contact for both participants and plan sponsors. The ideal candidate will possess a strong background in financial services, particularly in personal markets and retirement planning, and will be bilingual in Spanish and English. This role requires excellent communication and presentation skills, as well as the ability to work independently and as part of a team. With a travel requirement of up to 75% locally and 25% overnight, the position offers flexibility in work location, allowing for remote work when not meeting with clients. This is an exciting opportunity to make a significant impact in the lives of individuals planning for their retirement.
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.
,
• Serve as the point of contact for participant and plan sponsor needs.
Requirements
• Bachelor's degree or equivalent of 8 years of experience.
,
• 2+ years of experience in the financial services industry with experience in personal markets, retirement planning, and educating participants.
,
• Bilingual in Spanish/English, required.
,
• Licensing will be required based on state/federal laws and/or company policy.
Nice-to-haves
• Excellent communication, presentation, analytical, and organizational skills.
,
• Proven record of success within an education, retirement sales or related field.
,
• Ability to work independently and with a team.
,
• Understanding of all Principal products and business unit operations.
Benefits
• Flexible Time Off (FTO) for salaried employees.
,
• Pension eligibility.
Apply Now