Retirement Education Specialist

Retirement Education Specialist Location: CA preferred; open to candidates throughout California, Colorado, and Texas. Work Arrangement: Remote with hybrid flexibility for candidates located near an office. Compensation: Up to $80,000 base salary + bonus. About the Role We are seeking a Retirement Education Specialist to provide retirement plan education, enrollment support, and ongoing relationship management for employees and plan sponsors. This position is ideal for someone with a background in retirement plans, financial services, employee benefits, or participant education who enjoys presenting to groups, working one‑on‑one with participants, and building strong client relationships. The role will involve a combination of virtual and in‑person meetings, with some travel to client locations as needed. Candidates who live near an office may be asked to work on a hybrid basis. Key Responsibilities Conduct group retirement education and enrollment meetings for employees and plan participants. Provide one‑on‑one guidance and education to participants regarding retirement plan features, contribution strategies, investment options, and retirement readiness. Assist employees with the enrollment process and encourage participation in employer-sponsored retirement plans. Build and maintain strong relationships with plan sponsors, HR contacts, financial advisors, and other key stakeholders. Partner with Relationship Managers and internal teams to develop effective participant education and communication strategies. Conduct virtual and in‑person presentations, workshops, benefit fairs, and new‑hire enrollment sessions. Explain retirement plan concepts and investment‑related information in a clear, approachable manner. Follow up with participants and plan sponsors to address questions and ensure a positive client experience. Maintain accurate records of meetings, participant interactions, and follow‑up activities within the company's CRM. Travel locally and regionally for client meetings and enrollment events as needed. Qualifications 2+ years of experience in retirement plans, financial services, employee benefits, wealth management, or a related field preferred. Strong presentation and public‑speaking skills. Comfortable presenting to both large groups and individuals. Strong interpersonal and relationship‑management skills. Ability to explain financial and retirement concepts in a simple, engaging manner. Self‑motivated and comfortable working independently in a remote environment. Willingness to travel as needed for client and participant meetings. Bachelor's degree preferred but not required with relevant experience. Licensing FINRA Series 6 or Series 7 preferred, but not required. Candidates without current securities registrations may be considered depending on experience and willingness to obtain the appropriate licensing. Series 63/65 or other applicable licenses are a plus. Compensation & Work Environment Base salary up to $80,000, depending on experience and qualifications. Additional bonus opportunity. Primarily remote position with hybrid expectations for candidates located near a company office. Opportunity to work directly with retirement plan participants and plan sponsors in an education‑focused, relationship‑driven role.

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