Retirement Participant Education Specialist

2 weeks ago


San Francisco, California, United States Voya Financial Full time
Unlock Your Potential in Retirement Education

Voya Financial is seeking a highly motivated and experienced Retirement Participant Education Specialist to join our team. As a key member of our team, you will be responsible for delivering on-site education for Plan Sponsor Participants, conducting educational seminars/webinars, and providing financial advisory investment counseling sessions with employees and retirees.

Key Responsibilities:
  • Deliver on-site education for Plan Sponsor Participants, focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars.
  • Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees.
  • Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues.
  • Work with Plan Sponsors to increase participation among their employees.
  • Contribute to the development and implementation of presentation material.
  • Assist in scheduling retirement seminars/one-on-one appointments.
  • Maintain compliance with all firm and FINRA regulatory requirements.
  • May provide guidance and training to more junior staff.
Requirements:
  • Minimum 3 years of experience in retirement/financial services.
  • FINRA Series 6 or 7 and 63, 65.
  • Strong interpersonal & communication skills.
  • Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions.
  • Looks for ways to improve and promote quality.
  • Strong organization skills; demonstrates accuracy and thoroughness.
  • Ability to travel.
What We Offer:
  • Health, dental, vision and life insurance plans.
  • 401(k) Savings plan - with generous company matching contributions (up to 6%).
  • Voya Retirement Plan - employer paid cash balance retirement plan (4%).
  • Tuition reimbursement up to $5,250/year.
  • Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
  • Paid volunteer time - 40 hours per calendar year.


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