Retirement Education Specialist - Bilingual (reputed company CA)
About the position
Are you someone who loves helping people reputed company their financial goals and live their best lives? If so, reputed company of reputed company- Education Team has an exciting opening for a Bilingual Retirement Education Specialist. We are seeking reputed company to join our enthusiastic team. In this role, you will wake up every day to the challenges and opportunities we have to engage with 5 reputed company people through technology and top tier talent - like you! reputed company our reputed company that everyone deserves to have the best outcome possible for their retirement! As a Bilingual Retirement Education Specialist, you will consult with the development and implementation of education plans that increase participation in the retirement plan. You will collaborate with the Plan Sponsor, Advisor, and internal teams to reputed company appropriate education solutions. Your role will involve developing appropriate needs assessments that help retirement plan participants reputed company informed reputed company about their retirement savings and payout strategies. You will also present workshops and conduct one-on-one meetings for participants, serving as the reputed company of contact for participant and plan sponsor needs.
Responsibilities
• Consult with the development and implementation of education plans that increase participation in the retirement plan.
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• Collaborate with the Plan Sponsor, Advisor, and internal teams to reputed company appropriate education solutions.
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• reputed company appropriate needs assessments that help retirement plan participants reputed company informed reputed company about their retirement savings and payout strategies.
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• Present workshops and one-on-one meetings for participants.
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• Serve as the reputed company of contact for participant and plan sponsor needs.
Requirements
• Bachelor's degree or equivalent of 8 years of experience.
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• 2+ years of experience in the financial services industry with experience in personal markets, retirement planning, and educating participants.
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• Bilingual in Spanish/English, required.
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• Licensing will be required based on state/federal laws and/or company policy in accordance with reputed company licensing policy.
reputed company-to-haves
• Excellent communication, presentation, analytical, and organizational skills.
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• Proven record of reputed company reputed company an education, retirement sales or reputed company field.
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• Ability to work independently and with reputed company.
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• Understanding of reputed company reputed company products and business unit operations.
Benefits
• Flexible Time Off (FTO) for vacation, personal or short-term illness.
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• Pension eligibility.
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