Retirement Education Specialist (Nashville, TN)

What You’ll Do Do you have a passion for helping others achieve their financial goals and live their best lives? If so, our Plan Education & Advice Team has an exciting opportunity for you! We’re looking for a Retirement Education Specialist to join our dynamic team. In this role, you’ll help answer questions, create education plans, and present workshops to approximately 5 million individuals through innovative technology and exceptional talent. Responsibilities Consult with the development and implementation of education plans that increase participation in the retirement plan. Collaborate with the Plan Sponsor, Advisor, and internal teams to provide appropriate education solutions. Develop needs assessments that help retirement plan participants make informed decisions about savings and payout strategies. Present workshops and one‑on‑one meetings for participants. Qualifications Bachelor’s degree or equivalent of 8 years of experience. 2+ years of experience in the financial services industry, with experience in personal markets, retirement planning, and participant education. Ability to travel approximately 50% of the time using your own transportation; day travel is common, with occasional overnight travel. Licensing Requirements Licensing will be required based on state/federal laws and/or company policy. The following licenses are required within 5 months of employment, but a licensed individual is preferred: Successful registration as an Investment Company Products/Variable Contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). Preference for FINRA Series 7 & 66. Desired Candidate Profile Excellent communication, presentation, analytical, and interpersonal skills. Successful history of accomplishments in education, retirement sales, or a related field. Ability to work independently and collaboratively. Salary Salary ranges below reflect targeted base salaries. Non‑sales positions may participate in a bonus program; sales positions are eligible for sales incentives. Total compensation may exceed base salary based on individual performance. Final compensation will be determined at the time of offer and will consider geographic location, work experience, education, licensure requirements, and skill level. $57,000 - $82,000 / year Benefits Flexible Time Off (FTO) is provided to salaried (exempt) employees, allowing paid time away from the office for vacation, personal, or short‑term illness. FTO is not accrued as a bank of days and has no set number of days. Pension eligibility: Yes Location & Travel Primary territory is around TN and KY with regional travel expectations. When not meeting with clients, you may work from home or in the office, whichever you prefer. Job Level Open to hiring up to a Senior Retirement Education Specialist level for the right skills and experience. Work Authorization / Sponsorship We are not considering candidates that require immigration sponsorship (F1‑OPT, F1‑CPT, H‑1B, TN, L‑1, J‑1, etc.). Applicants must be legally authorized to work in the United States. EEO Statement Principal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. #J-18808-Ljbffr