Bilingual Spanish Retirement Plan Educator & Enrollment

Benefits offered by this job

Job summary

Qualifications

• Bachelor's degree or equivalent experience.
• 2-4 years relevant financial services experience.
• Strong presentation skills.
• Proficiency in MS Word, Excel, PowerPoint and Teams.
• Strong relationship building and territory management skills.
• FINRA Series 6 and Series 63 registrations within established timelines.
• FINRA fingerprinting.

Responsibilities

• Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meetings using various technologies in a professional manner.
• Drive participants to take measurable actions to improve retirement outcomes, including plan enrollment, deferral increases, and rollovers from previous plans.
• Achieve business results and facilitate impactful conversations while meeting service level agreements.
• Complete reporting requirements within required timeframes, including logging meetings, attendees, and outcomes in appropriate systems.
• Build strong relationships with assigned key contacts, plan sponsor representatives, and internal stakeholders to maximize participant outcomes.
• Manage meeting schedule, including travel booking.
• Provide feedback to local relationship managers about the effectiveness of communication materials and strategies and assist in identifying alternatives.
• Attend client meetings with other service team members.
• May participate in finals presentations for new prospects based on territory demands.