Education Consultant

5 days ago


White Plains, New York, United States Pentegra Services, Inc. Full time
Job Summary:

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
Requirements:
  • 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

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