Sales Support, Education Specialist

Role Summary

As a Sales Support Education Specialist, you play a key role in educating and assisting employees in enrolling in employer-sponsored retirement plans. You will be responsible for building relationships, educating our participants on their retirement plans and responding to participant inquiries. Plans such as 401(k), 403(b), 457, 401(a) and IRAs are included.

Responsibilities

• Develop and deliver customized retirement education programs for plan participants.
• Congduct live and virtual presentations on retirement planning and plan features.
• Provide one-on-one guidance to participants on plan enrollment.
• Maintain accurate records of participant interactions and enrollment outcomes.
• Answer participant questions regarding plan features, contribution limits, and tax implications.
• Support ongoing participant education initiatives and plan engagement strategies.

Required Qualifications

• 2 to 5 years of experience in retirement services, financial education, or benefits administration.
• Strong presentation and interpersonal communication skills.
• Ability to simplify complex financial concepts for diverse audiences.
• Willingness to travel for onsite education sessions.
• Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment.
• Valid driver’s license.

Preferred Qualifications

• Knowledge of retirement plan structures and compliance requirements.
• Experience with virtual and in-person presentations.
• Familiarity with retirement plan platforms and recordkeeping systems.
• Bachelor’s degree in finance, Business, Communications, or related field.

What we offer you

• Competitive base salary
• Annual Bonus
• Comprehensive Benefits Package (medical, dental, and vision)
• 401K Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
• Parental Leave: 8 weeks fully paid
• Paid time off: 20 days plus two floating personal holidays