Retirement Education Specialist

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

Overview

Mutual of America Financial Group

Job Title: Sales Support, Education Specialist

Location: New York, NY

Who Are We

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary

As a Sales Support Education Specialist, you will play a key role in educating and assisting employees in enrolling in employer-sponsored retirement plans. You will be responsible for building relationships, educating participants on their retirement plans and responding to participant inquiries. Plans include 401(k), 403(b), 457, 401(a) and IRAs. Our focus is on delivering an outstanding experience for Plan participants by clearly and efficiently explaining plan features to participants and their beneficiaries as they are guided to financial wellness and retirement readiness.

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.
• Maintain accurate records of participant interactions and enrollment outcomes.
• Answer participant questions regarding plan features, contribution limits, and tax implications.
• Support ongoing participant education initiatives and plan engagement strategies.

Required Qualifications

• 2 to 5 years of experience in retirement services, financial education, or benefits administration.
• Strong presentation and interpersonal communication skills.
• Ability to simplify complex financial concepts for diverse audiences.
• Willingness to travel for onsite education sessions.
• Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment.
• Valid driver’s license.

Preferred Qualifications

• Knowledge of retirement plan structures and compliance requirements.
• Experience with virtual and in-person presentations.
• Familiarity with retirement plan platforms and recordkeeping systems.
• Bachelor’s degree in finance, business, communications, or related field.

What We Offer

• Competitive base salary
• Annual Bonus
• Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
• 401K Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions
• Parental Leave: 8 weeks fully paid
• Paid time off: 20 days plus two floating personal holidays

The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and/or company performance.

Base Salary Range: $60,000 - $90,000

Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter and Facebook.

Equal Employment Opportunity

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.