Retirement Education Specialist — Hybrid/Remote

Principal International; Texas; Hybrid; USD 59,000 - 92,000; Full time

Benefits offered by this job

Pension Eligible

Flexible Time Off

Job summary

Principal Asset Management seeks a Retirement Education Specialist to educate retirement plan participants and guide them in saving, investing, and retirement income decisions. The role involves delivering workshops, personalized guidance, and collaborating with employers and advisors to drive meaningful outcomes.

The ideal candidate has a bachelor’s degree or equivalent experience, 2+ years in financial services, and the ability to travel about half the time.

Qualifications

• Bachelor’s degree or equivalent of 8 years of experience.
• 2+ years of experience in financial services with retirement planning education.
• Ability to travel ~50% with own transportation.

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 retirement education strategies.
• Develop and implement education plans to increase engagement in retirement programs.
• Conduct needs assessments to guide saving, investing, and retirement decisions.
• Adapt messaging based on audience needs.
• Leverage tools and insights to improve participant outcomes.

Skills

Excellent communication

Presentation skills

Interpersonal skills

Willingness to travel

Education

Bachelor’s degree

Job description

Principal Asset Management seeks a Retirement Education Specialist to educate retirement plan participants and guide them in saving, investing, and retirement income decisions. The role involves delivering workshops, personalized guidance, and collaborating with employers and advisors to drive meaningful outcomes.

The ideal candidate has a bachelor’s degree or equivalent experience, 2+ years in financial services, and the ability to travel about half the time.