Retirement Education Coach

Principal Financial Group; Arizona; Hybrid; USD 62,000 - 91,000; Full time

Benefits offered by this job

Pension Eligible

Flexible Time Off

Job summary

Principal Financial Group seeks a Retirement Education Specialist to empower retirement plan participants with education and personalized guidance. You will partner with employers and advisors to deliver impactful programs that improve saving, investing, and retirement income decisions.

The role requires 2+ years in financial services, strong communication and presentation skills, and the ability to travel about 75% across local, regional, or national levels.

Qualifications

• Bachelor's degree or equivalent.
• 2+ years of experience in the financial services industry with experience in personal markets, retirement planning, and educating participants.
• Ability to travel approximately 75% of the time.
• Bilingual in Spanish, is preferred but not required.
• Licensing requirements may include FINRA Series 7 and 63/66.

Responsibilities

• Deliver group workshops and one-on-one consultations (virtual and in person)
• Partner with plan sponsors, advisors, and internal teams to design and deliver effective retirement education strategies
• Develop and implement education plans that increase engagement and participation in retirement programs
• Conduct needs assessments to guide participants in making informed decisions about saving, investing, and retirement income
• Adapt messaging based on audience needs
• Leverage tools and insights to improve participant outcomes

Skills

Excellent communication

Presentation skills

Analytical skills

Interpersonal skills

Education

Bachelor's degree or equivalent

Job description

Principal Financial Group seeks a Retirement Education Specialist to empower retirement plan participants with education and personalized guidance. You will partner with employers and advisors to deliver impactful programs that improve saving, investing, and retirement income decisions.

The role requires 2+ years in financial services, strong communication and presentation skills, and the ability to travel about 75% across local, regional, or national levels.