Remote Retirement Education & Support Specialist

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

Benefits offered by this job

100% remote

Bonus opportunity

Occasional travel

Job summary

CPS, Inc. is seeking a Retirement Service Specialist to educate employees and plan sponsors about retirement plans, enrollment, and benefits in a fully remote role.

The role emphasizes clear communication, group and one-on-one sessions, and helping participants feel confident about their retirement options. The ideal candidate will have retirement plans or financial services experience, strong presentation skills, and the ability to build relationships with sponsors, HR teams, and financial

Qualifications

• 2+ years of experience in retirement plans, financial services, employee benefits, wealth management, or a related field preferred.
• Bilingual (Spanish) preferred, not required.
• Strong presentation, communication, and public-speaking skills.
• Comfortable presenting to both large groups and individuals.
• Strong customer service and relationship-management skills.
• Ability to explain retirement and financial concepts in a simple, approachable manner.
• Enjoys working directly with people and providing education and support.

Responsibilities

• Conduct engaging retirement plan education and enrollment meetings for employees and plan participants.
• Provide one-on-one education and support regarding plan features, contribution strategies, and retirement readiness.
• Help employees navigate the enrollment process and understand employer-sponsored retirement benefits.
• Serve as a knowledgeable resource for participant questions and retirement plan education.
• Build and maintain relationships with plan sponsors, HR contacts, financial advisors, and other stakeholders.
• Lead virtual presentations, workshops, and educational sessions.
• Explain retirement plan concepts in a clear, simple, engaging manner.
• Document meetings and follow-up activities in the company's CRM.
• Participate in occasional client meetings or events as needed.

Skills

Presentation skills

Public speaking

Customer service

Relationship management

Independent work

Spanish language

Education

Bachelor's degree preferred

Job description

CPS, Inc. is seeking a Retirement Service Specialist to educate employees and plan sponsors about retirement plans, enrollment, and benefits in a fully remote role.

The role emphasizes clear communication, group and one-on-one sessions, and helping participants feel confident about their retirement options. The ideal candidate will have retirement plans or financial services experience, strong presentation skills, and the ability to build relationships with sponsors, HR teams, and financial