Principal Financial Group · 1 day ago
Retirement Education Specialist (Remote in Portland or Seattle)
United States
Full-time
Remote
Mid, Senior Level
$68K/yr - $92K/yr
2+ years expPrincipal Financial Group is a recognized leader in financial services, and they are seeking a Retirement Education Specialist to join their team. The role involves developing and implementing education plans to enhance retirement plan participation, collaborating with various stakeholders, and presenting workshops to educate participants on retirement savings strategies.
Financial ServicesInsurance
No H1B
Responsibilities
Consult with the development and implementation of education plans that increase participation in the retirement plan
Collaborate with the Plan Sponsor, Advisor and internal teams to provide appropriate education solutions
Develop appropriate needs assessments that help retirement plan participants make informed decisions about their retirement savings and payout strategies
Present workshops and one-on-one meetings for participants
Qualification
Required
Bachelor's degree or equivalent plus 2+ years of experience in the financial services industry with experience in personal markets, retirement planning and risk-based products
2+ 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
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
Bilingual in Spanish
Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). Preference for FINRA Series 7 & 66
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: Yes
Company
Principal Financial Group
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Dan Houston
President and CEO
Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
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