Retirement Education Specialist - Educate & Enroll Plan

Mutual of America Financial Group; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Annual Bonus

Comprehensive Benefits Package

401K Match

Parental Leave: 8 weeks fully paid

Paid time off: 20 days plus two floating personal holidays

Job summary

Mutual of America Financial Group is seeking a Sales Support, Education Specialist in New York, NY. This role focuses on educating employees about employer-sponsored retirement plans while providing exceptional support to plan participants. You will conduct presentations, develop educational programs, and assist participants with enrollment processes.

The ideal candidate will have experience in retirement services and excellent communication skills to simplify complex financial concepts.

Qualifications

• 2 to 5 years of experience in retirement services, financial education, or benefits administration.
• Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment.
• Valid driver’s license.

Responsibilities

• Develop and deliver customized retirement education programs for plan participants.
• Conduct live and virtual presentations on retirement planning and plan features.
• Provide one-on-one guidance to participants on plan enrollment.

Skills

Strong presentation skills

Interpersonal communication skills

Ability to simplify complex financial concepts

Education

Bachelor’s degree in finance, business, communications, or related field

Job description

Mutual of America Financial Group is seeking a Sales Support, Education Specialist in New York, NY. This role focuses on educating employees about employer-sponsored retirement plans while providing exceptional support to plan participants. You will conduct presentations, develop educational programs, and assist participants with enrollment processes.

The ideal candidate will have experience in retirement services and excellent communication skills to simplify complex financial concepts.