Retirement Education Specialist: Empower Financial Security

Principal Financial Group; Phoenix (AZ); Hybrid; USD 62,000 - 91,000; Full time

Job summary

Principal Financial Group in Phoenix, AZ is seeking a Retirement Education Specialist to empower plan participants to make informed financial decisions. You will deliver engaging education, provide personalized guidance, and partner with employers and advisors to drive meaningful outcomes.

Travel up to 75% is expected; bilingual in Spanish preferred but not required. A Bachelor's degree and 2+ years in retirement planning are required.

Qualifications

• Excellent communication, presentation, analytical, and interpersonal skills.
• History of accomplishments in education, retirement sales, or related field.
• Ability to work independently and collaboratively.
• Presentation skills for large groups and one-on-one delivery.

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 saving, investing, and retirement income decisions.
• Adapt messaging based on audience needs.
• Leverage tools and insights to improve participant outcomes.

Skills

Communication

Presentation skills

Interpersonal skills

Analytical thinking

Education

Bachelor's degree

Job description

Principal Financial Group in Phoenix, AZ is seeking a Retirement Education Specialist to empower plan participants to make informed financial decisions. You will deliver engaging education, provide personalized guidance, and partner with employers and advisors to drive meaningful outcomes.

Travel up to 75% is expected; bilingual in Spanish preferred but not required. A Bachelor's degree and 2+ years in retirement planning are required.