Hybrid Financial Wellness & Retirement Specialist

Lockton Companies; Kansas; Hybrid; USD 33,000 - 36,000; Full time

Benefits offered by this job

Paid training and professional devlop.

Company-provided equipment

Medical, dental, vision coverage

Employer-paid benefits

401(k) retirement plan with company-m"

Pet insurance

Vacation and holidays

Volunteer days

Employee referral bonus program

Job summary

Lockton Companies seeks a Financial Wellness Coordinator to operate onsite at a University health system client, serving as the retirement-plan expert. You will communicate with employees, educate them on financial wellness, and support HR teams across locations in a hybrid arrangement.

The role requires knowledge of multiple retirement plans, advanced Excel proficiency, and the ability to present clearly to groups.

Qualifications

• High School Diploma/GED or related work experience equivalency.
• 2-3 years of retirement plan products experience.
• Confident and articulate verbal and interpersonal communication; superior group presentation ability.
• Proven ability to follow a step-by-step process and use deductive reasoning.
• Advanced proficiency in Microsoft Excel.
• Experience delivering superior service while multitasking under deadlines.
• Self-motivated and results-driven in a small team environment.

Responsibilities

• Serves as a retirement-plan expert to the client, building relationships and supporting HR teams and employees.
• Develops in-depth knowledge of client retirement and financial wellness plans (e.g., 401(a), 457(b), 529, HSA, FSA).
• Creates a learner-friendly environment to educate employees about financial wellness and retirement offerings; presents programs to client audiences.
• Performs retirement and financial wellness services such as data auditing, distributions, deferrals, matching, billing, and special projects.
• Regular attendance is required; hours may vary during enrollment periods and special projects, including extended hours, evenings, and weekends.
• Performs other duties as assigned.

Skills

Retirement plan knowledge

Excel proficiency

Communication skills

Presentation skills

Teamwork

Education

High School Diploma or GED

Associate’s or Bachelor’s Degree in related field

Tools

Microsoft Excel

Job description

Lockton Companies seeks a Financial Wellness Coordinator to operate onsite at a University health system client, serving as the retirement-plan expert. You will communicate with employees, educate them on financial wellness, and support HR teams across locations in a hybrid arrangement.

The role requires knowledge of multiple retirement plans, advanced Excel proficiency, and the ability to present clearly to groups.