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Retirement Education Specialist
| Company | Voya Financial |
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| Location | Columbus, OH, USA |
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| Salary | $67170 – $83960 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- Bachelor’s degree or equivalent.
- 4-6 years financial industry experience.
- Excellent written and oral communication skills.
- Excellent public speaking skills.
- FINRA Licensed (6 or 7 & 63 required).
Responsibilities
- Provide onsite education and motivational seminars on many financial themed topics to retirement plan participant and prospective retirement plan participants.
- Customize PowerPoint presentation for specific plan design and plan features.
- Maintain industry knowledge through continuing education programs required by their FINRA licenses in order to deliver onsite presentations on financial topics.
- Maintain onsite training measurement system in order to track effectiveness of onsite programs to the plan sponsor (client) and to internal Voya groups.
- Maintain compliant presentation topics and speaking points to maintain industry standards and approved sales/advertising techniques.
- Book own travel plans via corporate supplied vendor and other duties as assigned.
- Travel within the region up to 90% of the time.
Preferred Qualifications
- Familiarity with 401(k), 403(b) and 457 plans are preferred.
- Life license preferred or obtain within 60 days.
- Bilingual Spanish preferred.
