TruStage · 1 hour ago
Retirement Education Specialist (WI/IL/MN)
Milwaukee, WI
Full-time
Hybrid
Mid Level
$73K/yr - $110K/yr
3+ years expTruStage is committed to making a brighter financial future accessible to everyone. The Retirement Education Specialist is responsible for providing high-quality support to retirement plan sponsors and financial advisors, facilitating education and enrollment meetings to promote retirement plan participation and optimization.
Financial Services
Responsibilities
Assesses and supports the needs of the plans sponsor, independent financial advisors, and relationship management team members in conducting employee enrollment and education meetings to groups and interested individuals to help meet the strategic goals of the plan
Maintains joint responsibility with the Relationship Managers/Retirement Specialists to create a territory plan that achieves the service model metrics around educational meetings and other service activities that drive plan and participant retention
Effectively presents, educates, and promotes to the employees of the business adopting a retirement plan the basics and overall advantages of their retirement plan(s), including information about their investment options. Goal is to provide education that helps increase participation in the plan, increase employees’ deferrals and optimizes the allocation of a participants’ assets. These services may be provided via a combination of onsite, webinar, video, or email campaign support
During and following the group enrollment and education meetings, understands and responds effectively to employee concerns/questions to help them act and optimize their utilization and appreciation of their retirement plan
Provides technical/product training to financial advisor, plans sponsor, and their employees, regarding details and information pertaining to their retirement plan(s)
Serves as an education expert for the servicing/sales team to identify enrollment and participant education resources, strategies and educational campaigns that can assist in the acquisition and retention of business
Interfaces with home office product leaders in the enhancement of existing retirement programs, the development of new programs, and materials needed to service those programs at the participant level
Understands the competitive environment for the retirement services marketplace together with diverse financial services markets
Fosters teamwork and culture that is action oriented and accepts and responds rapidly to change
Maintains relationships with organizations and associations that support the product and service needs of the retirement plan industry
Assist in the identification of new market needs and potential solutions to those needs
Qualification
Required
Bachelor's degree in Marketing, Business Administration, Insurance or related field or equivalent work experience
Three years of current experience enrolling and educating participants in various retirement programs or an equivalent trade-off of related training and educational experience
Demonstrated technical knowledge of Qualified and Non-Qualified Retirement Plans, including 401(k), 403(b) and 457(b) and Defined Benefit Plans
Demonstrated organizational, analytical, planning and presentation skills (both face-to-face and virtual)
Proven ability to communicate detailed product information and retirement plan services clearly and effectively to internal/external clients via phone, in person and in writing
Demonstrated abilities to use presentation technologies and software such as PowerPoint, Brainshark, Zoom and Microsoft Teams
Possess or obtain FINRA Securities Industry Essentials Examination, Series 6 and 63 exams, Life and Variable Insurance Licenses within 90 days
Up to 25% travel, required
Preferred
Ability to deliver education in Spanish is preferred
Strong skillset in using Microsoft Office Suite, specifically Excel. Role would require more in-depth usage, for consideration
While the role has a sales component to it, we would looking more at relationship management skills for this role or account management skillset
Benefits
Medical
Dental
Vision
Employee assistance program
Life insurance
Disability plans
Parental leave
Paid time off
401k
Tuition reimbursement
Company
TruStage
TruStage™ is a financially strong insurance and financial services provider, built on the philosophy of people helping people, meeting the needs of middle-market consumers and the businesses that serve them.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Sidd Kuckreja
SVP, Chief Technology Officer
Brian J. Borakove
Senior Vice President - Deputy Chief Financial Officer
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