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Retirement Education Specialist (Remote in Portland or Seattle)
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Job Description
- Req#: 50055
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary range up to $126,000 per year
- Opportunity for performance-based bonuses and sales incentives
- Flexible Time Off (FTO) program allowing paid time away from the office
- Pension eligibility for retirement planning
- Ability to work remotely when not meeting clients
- Recognized as one of the World's Most Ethical Companies
What to Expect (Job Responsibilities):
- Develop and implement education plans to increase retirement plan participation
- Collaborate with Plan Sponsors, Advisors, and internal teams to provide education solutions
- Conduct needs assessments to guide participants in retirement savings and payout strategies
- Present workshops and conduct one-on-one meetings for retirement plan participants
- Travel approximately 50% of the time for client meetings, including overnight travel
What is Required (Qualifications):
- Bachelor's degree or equivalent plus 2+ years of experience in the financial services industry
- Experience in personal markets, retirement planning, and educating participants
- Ability to travel approximately 50% of the time with personal transportation
- Licensing as an Investment Company Products/Variable Contracts Limited Representative (FINRA Series 6 or equivalent) required within 5 months of employment
- Excellent communication, presentation, analytical, and interpersonal skills
How to Stand Out (Preferred Qualifications):
- 4+ years of experience in the financial services industry with a focus on retirement planning and risk-based products
- Bilingual in Spanish
#FinancialServices #RetirementPlanning #CareerOpportunity #EthicalCompany #RemoteWork
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