Remote Retirement Education & Enrollment Specialist

CPS Inc.; California (MO); Remote; USD 42,000 - 70,000; Full time

Job summary

CPS Inc. is hiring a Retirement Service Specialist to educate employees and plan sponsors on retirement plans through engaging presentations and personalized support.

The role emphasizes clear communication and helping participants feel confident about their benefits, with a remote-friendly setup. Ideal candidates will have experience in retirement plans or financial services, strong presentation skills, and the ability to work independently in a fully remote environment.

Qualifications

• 2+ years of experience in retirement plans, financial services, employee benefits, wealth management, or a related field preferred.
• Bilingual Spanish preferred, not required.

Responsibilities

• Conduct engaging retirement plan education and enrollment meetings for employees and plan participants.
• Provide one-on-one education and support to participants regarding plan features, contribution strategies, investment options, and retirement readiness.
• Help employees navigate the enrollment process and better understand their employer-sponsored retirement benefits.
• Serve as a knowledgeable and approachable resource for participant questions and retirement plan education.
• Build and maintain strong relationships with plan sponsors, HR contacts, financial advisors, and other key stakeholders.
• Partner with internal Relationship Managers and other teams to develop effective participant education and communication strategies.
• Lead virtual presentations, workshops, new-hire meetings, benefit fairs, and other educational sessions.
• Explain retirement plan and investment concepts in a clear, simple, and engaging manner.
• Follow up with participants and plan sponsors to ensure questions are addressed and a high level of service is maintained.
• Document meetings, participant interactions, questions, and follow-up activities accurately within the company's CRM.
• Participate in occasional client meetings or events as needed.

Skills

Public speaking

Communication

Customer service

Relationship management

Spanish language

Independent work

Remote work

Education

Bachelor's degree preferred

Tools

CRM

Job description

CPS Inc. is hiring a Retirement Service Specialist to educate employees and plan sponsors on retirement plans through engaging presentations and personalized support.

The role emphasizes clear communication and helping participants feel confident about their benefits, with a remote-friendly setup. Ideal candidates will have experience in retirement plans or financial services, strong presentation skills, and the ability to work independently in a fully remote environment.