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Principal Financial Group · 2 months ago

Sr Retirement Education Specialist - Bilingual/Spanish (Miami)

Miami, Florida

Full-time

Hybrid

Mid, Senior Level

$75K/yr - $101K/yr

4+ years exp

Principal Financial Group is a recognized leader in financial services, and they are seeking a Senior Retirement Education Specialist who is bilingual in Spanish to join their Miami team. This role involves promoting and educating clients about retirement plans and providing advisory services to ensure informed decision-making for participants.

Financial ServicesInsurance

No H1B

Responsibilities

Promote, educate, and share information regarding participant experience and our education solutions with field sales and service, advisors, and plan sponsors

Offer advisory services to large dynamic and small institutional plans on guideline education strategies grounded in participant market research and client-specific demographics

Serve as an advocate within the Education COE. Work closely with Service and Sales teams. Focus on benefit event and TRS clients/participants such as Non-Qualified, DB, ESOP, and DC

Lead group presentations and individual meetings that assist retirement plan participants in making informed choices about their retirement savings across TRS business lines and options at benefit events

Qualification

Retirement planningFinancial services experienceBilingual in SpanishInvestment Company Products LicenseAnalytical skillsCommunication skillsPresentation skillsInterpersonal skills

Required

Bachelor's degree or equivalent of 8 years of experience

4+ years of experience or more in the financial services industry with experience in personal markets, retirement planning, and educating participants

Ability to travel approximately 50% of the time with your own transportation, mostly day travel but there will be overnight travel, as well

Bilingual in Spanish, is required

Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment; however a licensed individual is preferred: Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63)

Excellent communication, presentation, analytical, and interpersonal skills

Successful history of accomplishments in education, retirement sales, or a related field

Ability to work both independently and collaboratively

Preferred

A licensed individual is preferred

Benefits

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.

Pension Eligible

Company

Principal Financial Group

Glassdoor3.9

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.

Founded in 1879

Des Moines, Iowa, USA

10001+ employees