Retirement Education Specialist (Phoenix, AZ)

As a Retirement Education Specialist, you’ll empower retirement plan participants to make confident financial decisions through engaging education and personalized guidance.

Responsibilities

• Deliver group workshops and one-on-one consultations (virtual and in person).
• Partner with plan sponsors, advisors, and internal teams to design and deliver effective retirement education strategies.
• Develop and implement education plans that increase engagement and participation in retirement programs.
• Conduct needs assessments to guide participants in making informed decisions about saving, investing, and retirement income.
• Adapt messaging based on audience needs.
• Leverage tools and insights to improve participant outcomes.

Requirements

• Bachelor's degree or equivalent.
• 2+ years of experience in the financial services industry with experience in personal markets, retirement planning, and educating participants.
• Ability to travel approximately 75% of the time. Travel can be local, regional, or national with mostly day travel but may include overnight stays. Travel will be via car and air; personal transportation may be required.
• Bilingual in Spanish preferred but not required.

Licensing

Licensing will be required based on state/federal laws and/or company policy. The following licenses are required within 5 months of employment (a licensed individual is preferred):

• FINRA Series 7 and 63/66 (consideration given to existing FINRA Series 6 and 63 candidates).

Skills

• 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.
• Strong presentation skills, including large group and one-on-one delivery, engaging audiences, and the ability to read the room and pivot when necessary.

Pay

Salary ranges reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Actual compensation will be based on geographic location, work experience, education, licensure requirements, and/or skill level.

$62,000 - $91,000 / year

Benefits

• Flexible Time Off (FTO) for salaried (exempt) employees, allowing paid time away for vacation, personal, or short-term illness without accruing a set number of days.
• Pension eligible.

Schedule

Primary territory will be in the state of Arizona with regional travel expectations. When not meeting with clients, you may work from home or in the office, based on preference.

Open to hiring up to the Sr. Retirement Education Specialist role based on skills and experiences.

At this time, we're not considering applicants that need any type of immigration sponsorship now or in the future to work in the United States.