Outreach Event & Retirement Specialist

Trsga; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Teachers Retirement System of Georgia seeks an Outreach Event & Retirement Specialist to educate TRS members on retirement benefits and coordinate statewide events, both virtual and in-person. The role includes partnering with internal teams and external partners to deliver impactful outreach throughout Georgia.

The position focuses on presenting pension options, coordinating workshops, and engaging with employers and educational institutions to maximize participation and learning outcomes.

Qualifications

• Public speaking and one-on-one conversation skills with ability to build rapport.
• Experience in retirement planning, benefits counseling, finance, banking, or customer service preferred.
• Experience in personnel and project management preferred.

Responsibilities

• Coordinate outreach workshops statewide with the RESA-based model and ensure workshop availability.
• Schedule online registration and beneficiary designation events to boost participation.
• Present TRS benefits at workshops, colleges, and other venues to educate members.
• Engage with employers to schedule and market events and maintain registrations.
• Manage travel logistics and report expenses in a timely manner.
• Maintain knowledge of TRS operations, policies, and required member documentation.
• Assist in developing presentations and events that benefit TRS members.

Skills

Public speaking

Communication

Time management

Organization

Decision making

Tools

Microsoft Office

Job description

Under limited supervision, the Outreach Event & Retirement Specialist provides assistance and education to TRS members regarding all TRS benefits. This position is responsible for coordinating and conducting a wide range of outreach activities, including virtual and in-person workshops, online registration and beneficiary designation events, and participation in various events throughout the State of Georgia. The specialist plays a key role in educating members, fostering engagement, and collaborating with internal divisions and external partners to ensure accessible and impactful outreach initiatives.

ADDITIONAL ELIGIBILITY & QUALIFICATIONS (CERTIFICATES, SPECIAL EQUIPMENT)

• Excel at public speaking, as well as one-on-one conversations. Ability to instill confidence and quickly establish a rapport with people.Excel at public speaking, as well as one-on-one conversations. Ability to instill confidence and quickly establish a rapport with people.
• Previous retirement planning and/or benefits counseling, finance, banking or customer service experience preferred.
• Personnel and project management experience preferred.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Workshop and Event Coordination:
  • Collaborate closely with the Member Services division to schedule outreach workshops based on the RESA-based model, ensuring adequate availability for workshops throughout the state.
  • Schedule online registration and beneficiary designation events to increase member participation.
  • Work with the Member Services division to hold joint-events with their counseling events, facilitating beneficiary registration, online designation events, and workshops.
  • Manage requests from employers for TRS events.
  • Update Outreach Administration events as necessary.
  • Present at K-12, colleges, universities, educational agencies, libraries, etc., to provide pension education to members and retirees.
• Member Education and Engagement:
  • Conduct virtual workshops to educate members about pension benefits.
  • Attend benefit fairs, conferences, conventions, and retiree events to educate members and retirees.
  • Present to members on TRS benefit options through workshops, and seminars.
• Employer and Stakeholder Relations:
  • Work closely with employers throughout the State to schedule events, including building new and cultivating existing relationships, scheduling, organizing, and marketing events, and entering events in the online registration system.
  • Occasionally assist in training employers on all TRS event policies and procedures.
  • Maintain and develop new relationships with educational organizations throughout the State.
• Logistics and Administration:
  • Manage logistics for travel and report expenses in a timely manner.
  • Work with the communications team and outreach program manager to promote events and ensure maximum attendance.
  • Research and respond to inquiries from members and employers regarding TRS laws and policies, required documentation, and other matters regarding member accounts.
  • Assist in the development and implementation of presentations, events, and other programs that benefit TRS members.
• Performance and Quality Assurance:
  • Ensure individual annual performance goals are met, including the number of workshops, seminars, and counseling sessions performed; counties and employers visited; satisfaction surveys collected; and achieving high quality assurance percentages.
• Knowledge of Teachers Retirement System operations, policies, and procedures.
• Skill in Microsoft Office products.
• Skill in problem solving, time management, organization, and decision making.
• Skill in project management, organizing, and planning work.
• Skill in oral and written communication.
• Skill in small-large group presentations, as well as one-on-one meetings.

CORE COMPETENCIES

• Teamwork
• Customer Service
• Accountability
• Communication
• Judgment And Decision Making

WORK ENVIRONMENT

• This position requires person be able to frequently travel to various locations throughout the State of Georgia to educate, communicate and converse with members of the retirement system regarding their TRS benefit. Also, this position requires the ability to operate and use a laptop and other technical equipment.

PHYSICAL REQUIREMENTS OF THE JOB

• Exerts up to 25 lbs. of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise.
• This position will travel up to 50% to other locations throughout the state of GA

Note: The specific statements shown in each section of this job description are not intended to be all-inclusive. They represent typical elements and criteria necessary to perform the job successfully. The Teachers Retirement System of Georgia reserves the right to modify and expand job responsibilities and duties over time.

Teachers Retirement System of Georgia Is An Equal Opportunity Employer