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Retirement Education Specialist

Location: CA preferred; open to candidates throughout California, Colorado, and Texas
Work Arrangement: Remote with hybrid flexibility for candidates located near an office
Compensation: Up to $80,000 base salary + bonus

About the Role

We are seeking a Retirement Education Specialist to provide retirement plan education, enrollment support, and ongoing relationship management for employees and plan sponsors. This position is ideal for someone with a background in retirement plans, financial services, employee benefits, or participant education who enjoys presenting to groups, working one-on-one with participants, and building strong client relationships. The role will involve a combination of virtual and in-person meetings, with some travel to client locations as needed. Candidates who live near an office may be asked to work on a hybrid basis.

Key Responsibilities

• Conduct group retirement education and enrollment meetings for employees and plan participants.
• Provide one-on-one guidance and education to participants regarding retirement plan features, contribution strategies, investment options, and retirement readiness.
• Assist employees with the enrollment process and encourage participation in employer-sponsored retirement plans.
• Build and maintain strong relationships with plan sponsors, HR contacts, financial advisors, and other key stakeholders.
• Partner with Relationship Managers and internal teams to develop effective participant education and communication strategies.
• Conduct virtual and in-person presentations, workshops, benefit fairs, and new-hire enrollment sessions.
• Explain retirement plan concepts and investment-related information in a clear, approachable manner.
• Follow up with participants and plan sponsors to address questions and ensure a positive client experience.
• Maintain accurate records of meetings, participant interactions, and follow-up activities within the company's CRM.
• Travel locally and regionally for client meetings and enrollment events as needed.

Qualifications

• 2+ years of experience in retirement plans, financial services, employee benefits, wealth management, or a related field preferred.
• Strong presentation and public-speaking skills.
• Comfortable presenting to both large groups and individuals.
• Strong interpersonal and relationship-management skills.
• Ability to explain financial and retirement concepts in a simple, engaging manner.
• Self-motivated and comfortable working independently in a remote environment.
• Willingness to travel as needed for client and participant meetings.
• Bachelor's degree preferred but not required with relevant experience.

Licensing

• FINRA Series 6 or Series 7 preferred, but not required.
• Candidates without current securities registrations may be considered depending on experience and willingness to obtain the appropriate licensing.
• Series 63/65 or other applicable licenses are a plus.

Compensation & Work Environment

• Base salary up to $80,000, depending on experience and qualifications.
• Additional bonus opportunity.
• Primarily remote position with hybrid expectations for candidates located near a company office.
• Opportunity to work directly with retirement plan participants and plan sponsors in an education-focused, relationship-driven role.

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