Retirement Education Consultant — On‑Site Engagement

Pension Consultants Inc; Springfield (MO); Presencial; USD 70.000 - 85.000; Jornada completa

Descripción de la vacante

Pension Consultants, Inc. is seeking a RetireAdvisers Consultant in Springfield, MO to deliver retirement education and guidance to employees of clients.

The role emphasizes helping participants understand benefits and make informed decisions, while increasing engagement with employer-sponsored plans. The position requires travel to client locations for on-site meetings and presentations, along with strong communication, presentation, and customer service skills to build trust and deliver

Formación

• Bachelor's degree or equivalent relevant professional experience.
• Excellent interpersonal, verbal communication, and presentation skills.
• Strong customer service orientation and ability to build trust with diverse individuals.
• Strong organizational skills and attention to detail.
• Willingness to travel to client locations for on-site meetings and presentations.

Responsabilidades

• Deliver retirement education and guidance to participants about benefits and decisions.
• Conduct engaging retirement presentations, orientations, and workshops.
• Support initiatives to increase participant engagement and utilization of RetireAdvisers services.
• Represent RetireAdvisers professionally to reinforce client relationships.
• Coordinate with Relationship Managers and the RetireAdvisers Manager to meet client objectives.

Conocimientos

Interpersonal skills

Verbal communication

Presentation skills

Customer service

Organizational skills

Professionalism

Educación

Bachelor's degree or equivalent

FINRA Series 65 eligibility

Descripción del empleo

Pension Consultants, Inc. is seeking a RetireAdvisers Consultant in Springfield, MO to deliver retirement education and guidance to employees of clients.

The role emphasizes helping participants understand benefits and make informed decisions, while increasing engagement with employer-sponsored plans. The position requires travel to client locations for on-site meetings and presentations, along with strong communication, presentation, and customer service skills to build trust and deliver