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Senior Employee Education Consultant - Retirement Plan Communications Expert for Top Clients

Remote, USA Full-time Posted 2025-11-08

Unlock Your Potential as a Senior Employee Education Consultant at Workwarp

Are you a seasoned communications professional with a passion for helping companies empower their employees with a more secure financial future? Do you have a proven track record in the retirement plan or benefits consulting marketplace? Workwarp, a leading provider of comprehensive plan solutions and consulting expertise, is seeking a highly skilled Senior Employee Education Consultant to join their team on a remote basis.

About Our Company

As part of the Ascensus family, Workwarp is dedicated to helping companies offer their associates a more secure financial future through retirement plans, insurance, and consulting services. With a strong reputation for independence, experience, and responsiveness, Workwarp is the go-to partner for plan sponsors and the advisors who serve them. As a Senior Employee Education Consultant, you will play a critical role in delivering "best in class" communications and education support to Workwarp's top retirement and executive benefit plan clients and their employees.

Key Responsibilities

  • Research, design, write, and edit client communications programs using a multi-media approach, including print, electronic, and in-person presentations.
  • Participate in on-site client and participant presentations, such as sales presentations, annual plan reviews, and participant education meetings, to deliver exceptional client experiences.
  • Collaborate with other departments to develop and deliver various types of communications that meet client needs and drive business objectives.
  • Identify measurable goals and work with management to track and report results for education and communication campaigns, ensuring data-driven decision-making.
  • Drive client follow-up on a regular basis, working closely with Workwarp's client service teams to ensure seamless delivery of client services.
  • Proactively recommend new communication and education initiatives based on marketplace observations, participant needs, and client requirements.
  • Effectively communicate with individuals at all levels within the organization, demonstrating strong verbal and written communication skills.
  • Meet competing deadlines in a fast-paced, dynamic environment with a high degree of urgency and accuracy, showcasing strong project management skills.
  • Focus on continuous learning, collaborating with colleagues and sharing knowledge to drive team success.

Essential Qualifications

To excel as a Senior Employee Education Consultant at Workwarp, you will need:

  • A Bachelor's degree in Communications, English, Business Administration, Marketing, or a related field.
  • 5-7 years of experience in the retirement plan or benefits consulting marketplace, with demonstrated expertise across various marketing disciplines, including client communications programs.
  • Strong attention to detail and experience in proofreading and editing, with excellent writing and creative skills.
  • Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Brainshark, with strong PC skills.
  • Knowledge of graphic identity standards and strong presentation skills, with the ability to effectively communicate complex ideas to key audiences.
  • Strong project management skills, with the ability to develop and execute project plans, manage multiple assignments, and work well under pressure.
  • Knowledge of current issues and marketplace trends in the retirement plan and benefits consulting industry.

Preferred Qualifications

While not essential, the following qualifications will be considered a plus:

  • Experience working with retirement plan or benefits consulting clients, with a deep understanding of their needs and challenges.
  • A proven track record of delivering successful client communications programs and education initiatives.
  • Certifications or licenses relevant to the retirement plan or benefits consulting industry, such as a CFP or CEBS designation.

Core Competencies

To succeed in this role, you will need to demonstrate the following core competencies:

  • Analytical skills, with the ability to analyze data and drive business decisions.
  • Collaborative relationships, with a strong ability to build and maintain effective working relationships with clients and colleagues.
  • A commitment to excellence, with a focus on delivering high-quality results and exceeding client expectations.
  • Customer-oriented, with a deep understanding of client needs and a passion for delivering exceptional client experiences.
  • Detail-oriented, with strong attention to detail and a focus on accuracy.
  • Excellent verbal and written communication skills, with the ability to effectively communicate complex ideas to key audiences.
  • Fostering teamwork, with a collaborative approach to working with colleagues and driving team success.
  • Information seeker, with a curiosity-driven approach to staying up-to-date on industry trends and best practices.
  • Integrity, with a strong commitment to ethics and compliance.
  • Judgement, with the ability to make informed decisions and drive business outcomes.
  • Networking skills, with a strong ability to build and maintain effective relationships with clients and colleagues.
  • Planning and organizing, with strong project management skills and the ability to prioritize tasks and manage multiple assignments.
  • Problem-solving, with a proactive approach to identifying and resolving problems.

Travel Requirements

This role requires up to 60% travel, depending on client needs for in-person or virtual presentations. You will need to be available to travel to clients in the Central and Mountain Time Zones, with a remote work arrangement that allows for flexibility and adaptability.

What We Offer

As a Senior Employee Education Consultant at Workwarp, you will enjoy a competitive salary and a comprehensive benefits package. You will also have the opportunity to work with a talented team of professionals who are passionate about helping companies empower their employees with a more secure financial future. With a strong focus on career development and growth, Workwarp is committed to helping you achieve your long-term career goals.

Why Join Our Team?

By joining our team, you will become part of a dynamic and growing organization that is shaping the future of the retirement plan and benefits consulting industry. You will have the opportunity to work on high-profile projects, collaborate with talented professionals, and drive business outcomes that make a real difference in the lives of our clients and their employees.

Take the Next Step

Are you ready to unlock your potential as a Senior Employee Education Consultant at Workwarp? Apply now and let's discuss how you can become a vital part of our success story.

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