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Retirement Participant Education Specialist
2 months ago
We're seeking a highly skilled Retirement Participant Education Specialist to join our team at Voya Financial. As a key member of our organization, you'll play a vital role in delivering exceptional education and support to our clients.
About the RoleThis is a unique opportunity to leverage your expertise in financial services and make a meaningful impact on the lives of our customers. As a Retirement Participant Education Specialist, you'll be responsible for:
- Developing and delivering engaging educational programs to help plan sponsors and participants make informed decisions about their retirement plans.
- Providing personalized support and guidance to employees and retirees, helping them navigate the complexities of retirement planning.
- Collaborating with internal stakeholders to identify and resolve participant issues, ensuring seamless support and service.
- Contributing to the development of presentation materials and educational resources to enhance the overall participant experience.
We're seeking a highly motivated and experienced professional with a passion for financial services and education. To be successful in this role, you'll need:
- A minimum of 3 years of experience in retirement/financial services, with a strong understanding of plan features and investments.
- FINRA Series 6 or 7 and 63, 65 licenses, with a commitment to ongoing professional development.
- Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and colleagues.
- A customer-focused mindset, with a passion for delivering exceptional service and support.
At Voya Financial, we're committed to providing a comprehensive benefits package that supports your physical, financial, social, and emotional well-being. This includes:
- Health, dental, vision, and life insurance plans.
- A 401(k) Savings plan with generous company matching contributions.
- 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.
Voya Financial is an equal-opportunity employer, committed to diversity and inclusion. We're dedicated to creating a workplace where everyone feels valued, respected, and empowered to succeed. If you're passionate about financial services and education, and share our commitment to excellence, we encourage you to apply for this exciting opportunity.
