Education Consultant
5 days ago
The Education Consultant at Pentegra Services, Inc. develops and delivers participant education programs to enroll and educate primarily ERISA 403(b) plan participants. This role requires a strong understanding of retirement plan services and the ability to design customized education programs to meet specific client needs.
Responsibilities:- Work with clients to identify education needs of plan participants
- Design and deliver participant education programs to meet specific client needs
- Record activity and provide management reports utilizing Salesforce
- Develop presentations using PowerPoint for use with employee meetings
- Independently source and summarize individual plan information when creating client-specific presentations
- Travel nationwide to meet with Pentegra's client base
- Prepare, schedule, and deliver live and recorded webcast education seminars
- Coordinate with Pentegra's Marketing Department with respect to relevant material and resources
- Provide relevant feedback to clients and internal client service team members
- Update and maintain internal/external programs used for delivering participant education content and enrollment material
- Minimum of 5 years of experience in retirement plan services with at least 2 years of experience conducting employee education
- Must have Series 6 & 63 licenses
- ASPPA or other industry-specific designation preferred
- Bachelor's degree – preferably in business, communication, accounting, or finance
- Confident ability to identify, understand, explain, and extract most relevant ERISA 403(b) plan provisions from Plan Document Adoption Agreements and Amendments for purposes of updating and delivering participant education content
- Knowledge of investment basics, diversification, and asset classes
- Ability to decipher routine and common plan provisions from governing plan documents such as an adoption agreement for purposes of updating PowerPoint content and meeting notes
- Excellent oral and written communication & presentation skills
- Excellent time management skills
- Excellent organization skills to independently manage client meeting requests, proactively contact assigned clients for meetings, schedule efficient travel arrangements to include multiple clients visited per trip over several days as needed, and prepare meeting content and keep team members apprised of progress
- Knowledge of the non-profit market a plus
- Strong client service skills with a focus on responsiveness and urgency to meet or exceed client expectations at every opportunity to do so
- Strong attention to detail across all communications and presentations
- Ability to satisfy client activity goals
- Working knowledge of Word, PowerPoint, Outlook, and Excel
- Ability to travel overnight – 40%
- Existing (or ability to acquire) knowledge and skills necessary to deliver effective defined benefit plan education a plus
-
Behavior Consultant
3 weeks ago
White Plains, New York, United States Family of Kidz Full time{"title": "Behavior Consultant", "content": "Join Our Team as a Behavior ConsultantFamily of Kidz is seeking a highly skilled Behavior Consultant to join our team. As a Behavior Consultant, you will work with school teams to provide programmatic and individual behavioral supports. Your expertise will help us deliver high-quality services to children and...
-
Legal Nurse Consultant
5 days ago
White Plains, New York, United States Wilson Elser Full timeJob Title: Legal Nurse ConsultantWe are seeking a part-time Legal Nurse Consultant to work up to 27 hours a week in our White Plains office. The ideal candidate will have a strong background in nursing and experience in medical and damages analyses.Responsibilities:Identify, organize, and analyze pertinent medical recordsPrepare comprehensive summaries of...
-
Solar Sales Consultant
5 days ago
White Plains, New York, United States Sunrun Full timeAbout SunrunSunrun is a leading provider of residential solar energy solutions. We empower people and value their differences to create a planet run by the sun for everyone.Job Title: Field Sales ConsultantWe are seeking a highly motivated and results-driven Field Sales Consultant to join our team. As a Field Sales Consultant, you will be responsible for...
-
Legal Nurse Consultant
5 days ago
White Plains, New York, United States Wilson Elser Full timeJob Title: Legal Nurse ConsultantWilson Elser's White Plains office is seeking a part-time Legal Nurse Consultant to work up to 27 hours a week. The ideal candidate will have the flexibility to work remotely from home.About the FirmWilson Elser is a full-service and leading defense litigation law firm with over 1100 attorneys across 44 offices in the United...
-
Legal Nurse Consultant
1 day ago
White Plains, New York, United States Wilson Elser Full timeJob DescriptionWilson Elser's White Plains office is seeking a part-time Legal Nurse Consultant to work up to 27 hours a week. The ideal candidate will have the ability to work remotely from home.The FirmWilson Elser is a leading defense litigation law firm with over 1100 attorneys across 44 offices in the United States. Founded in 1978, we rank among the...
-
Healthcare Medical Consultant
1 month ago
White Plains, New York, United States i4 Search Group Healthcare Full timeJob OverviewPosition: Medical SpecialistLocation: White Plains, NYCompensation: $103,000 - $146,000 annuallyRole Summary:As a Medical Specialist, your primary responsibility will be to deliver high-quality medical care and expert consultation to patients. You will play a crucial role in diagnostic and therapeutic processes while working collaboratively with...
-
Healthcare Medical Consultant
1 month ago
White Plains, New York, United States i4 Search Group Healthcare Full timeJob OverviewPosition: Medical SpecialistLocation: White Plains, NYCompensation: $103,000 - $146,000 annuallyRole Summary:As a Medical Specialist, your primary responsibility will be to deliver high-quality medical care and expert consultation to patients. You will play a vital role in the diagnostic and therapeutic processes while working closely with other...
-
Technical Consultant
4 weeks ago
White Plains, New York, United States Philips Full timeJob TitleTechnical Consultant - Routing and Switching ExpertJob DescriptionAbout the RoleWe are seeking a highly skilled Technical Consultant - Routing and Switching Expert to join our team at Philips. As a key member of our organization, you will play a critical role in providing technical expertise and support to our customers in the healthcare...
-
Healthcare Consultant
1 month ago
White Plains, New York, United States i4 Search Group Healthcare Full timeJob OverviewPosition: Medical SpecialistLocation: White Plains, NYCompensation: $103,000 - $146,000 annuallyRole Summary:As a Medical Specialist, your primary responsibility will be to deliver expert medical care and advice to patients, playing a crucial role in diagnostic and therapeutic processes. You will work closely with other healthcare professionals...
-
Recruitment Consultant
1 month ago
White Plains, New York, United States Next Level Solutions Full timePosition Overview - Next Level SolutionsWe are seeking a motivated individual for the role of a Recruitment Consultant. This position is ideal for those looking to embark on a career in recruitment without prior experience.Key Highlights:No prior experience required; we provide comprehensive training.A blend of in-office and remote work...
-
Respiratory Therapy Clinical Educator
5 days ago
White Plains, New York, United States Cephas Consultancy Services Private Limited Full timeJob Title: Respiratory Therapy Clinical EducatorWe are seeking a highly skilled and experienced Respiratory Therapy Clinical Educator to join our team at Cephas Consultancy Services Private Limited. As a key member of our Respiratory Therapy department, you will play a vital role in providing clinical guidance, leadership, and competence to our staff.Key...
-
Financial Services Data Consultant II
2 weeks ago
White Plains, New York, United States TransUnion Full timeAbout the RoleWe are seeking a highly skilled Financial Services Data Consultant II to join our team at TransUnion. As a key member of our Relationship Management team, you will play a critical role in supporting stakeholders working with financial institutions in the US and Canada.Your primary responsibility will be to leverage extensive datasets to develop...
-
Financial Services Data Consultant II
2 days ago
White Plains, New York, United States TransUnion Full timeAbout the RoleWe are seeking a highly skilled Financial Services Data Consultant II to join our team at TransUnion. As a key member of our Relationship Management team, you will play a critical role in supporting stakeholders working with financial institutions in the US and Canada.Your primary responsibility will be to leverage extensive datasets to develop...
-
Financial Services Data Consultant II
1 week ago
White Plains, New York, United States TransUnion Full timeAbout the RoleWe are seeking a highly skilled Financial Services Data Consultant II to join our team at TransUnion. As a key member of our Relationship Management team, you will play a critical role in supporting stakeholders working with financial institutions in the US and Canada.Your primary responsibility will be to leverage extensive datasets to develop...
-
Junior Financial Services Consultant
4 weeks ago
White Plains, New York, United States JD Wealth Wise Solutions Inc. Full timePosition OverviewWe are excited to announce an opportunity for a Junior Financial Services Consultant at JD Wealth Wise Solutions Inc. This role offers the flexibility to work remotely, catering to both part-time and full-time candidates. The demand for financial services professionals is surging, making this an ideal time to enter the field.At our firm, we...
-
UAS Trainer and Consultant
4 weeks ago
White Plains, New York, United States Trigyn Technologies Inc Full timeJob SummaryWe are seeking a highly skilled Drone (UAS) Trainer / Specialist to join our team at Trigyn Technologies Inc. as a long-term contract opportunity. The ideal candidate will have extensive knowledge of UAS-related safety and utility infrastructure safety policies, techniques, and procedures.Key ResponsibilitiesDevelop and implement use cases and...
-
Medical Cannabis Consultant
4 weeks ago
White Plains, New York, United States Etain LLC Full timeCompany Name: Etain LLCJob Title: Dispensary Sales Associate - CuratorPosition Type: Full-time/Part-timeLocation: White PlainsAbout Etain:Etain is a pioneering cannabis enterprise in New York, established by women, with a focus on vertical integration and a commitment to diversity. The company operates dispensaries in various locations, offering a range of...
-
Cannabis Retail Consultant
1 month ago
White Plains, New York, United States Etain LLC Full timeCompany Name: Etain LLC Job Title: Dispensary Sales Associate - Curator Position Type: Full-time/Part-time Location: White Plains About Etain: Etain is a pioneering cannabis enterprise in New York, founded by women, with a commitment to providing high-quality cannabis products. With dispensaries located in multiple cities, including White Plains, Kingston,...
-
Patient Care Sales Consultant
1 month ago
White Plains, New York, United States Etain LLC Full timeCompany Overview: Etain LLCPosition Title: Dispensary Sales Associate - CuratorEmployment Type: Full-time/Part-timeLocation: White PlainsAbout Etain:Etain LLC stands as New York's sole women-founded, vertically integrated cannabis enterprise, featuring dispensaries across multiple locations. In addition to premium cannabis offerings, Etain proudly showcases...
-
Travel Registered Dietitian Nutritionist
3 weeks ago
White Plains, New York, United States SGS Consulting Full timeJob SummarySGS Consulting is seeking a highly skilled Registered Dietitian Nutritionist to fill a travel position in a healthcare setting.Key ResponsibilitiesProvide nutrition counseling and education to patients and healthcare teamsDevelop and implement individualized nutrition plansCollaborate with healthcare professionals to ensure comprehensive patient...