Retirement Education Specialist (Remote in Portland or Seattle)
About The Position
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 (Bilingual in Spanish preferred but not required) to join our Seattle, WA or Portland, OR team. Additional responsibilities include: 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 appropriate needs assessments that help retirement plan participants make informed decisions about their retirement savings and payout strategies. Present workshops and one-on-one meetings for participants. Principal Financial Group® has been once again named one of the World’s Most Ethical Companies by Ethisphere. The company’s inclusion in the 2025 list makes the 14th time Principal® has been recognized for its ethical leadership and business practices since the Ethisphere list launched in 2006.
Requirements
- Bachelor's degree or equivalent plus 2+ years of experience in the financial services industry with experience in personal markets, retirement planning and risk-based products.
- 2+ years of experience or more in the financial services industry with experience in personal markets, retirement planning, and educating participants.
- Ability to travel approximately 50% of the time with your own transportation, mostly day travel but there will be overnight travel, as well.
- Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment; however 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.
- Excellent communication, presentation, analytical, and interpersonal skills.
- Ability to work both independently and collaboratively.
- Bachelor's degree or equivalent plus 4+ years of experience in the financial services industry with experience in personal markets, retirement planning and risk-based products.
Nice To Haves
- Bilingual in Spanish
- Successful history of accomplishments in education, retirement sales, or a related field.
- Preference for FINRA Series 7 & 66.
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 appropriate needs assessments that help retirement plan participants make informed decisions about their retirement savings and payout strategies.
- Present workshops and one-on-one meetings for participants.
Benefits
- Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
- Pension Eligible
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
