Job Description

What You'll Do 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) to join our Miami, FL team. In this role, you'll have the opportunity to make a meaningful impact, dedicated to one of our amazing Miami based clients. This is a large client that has locations all over the country so there will be travel, within Florida and across the country, but they are headquartered and most of their employees are in Miami. 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. Who You Are Bachelor's degree or equivalent of 8 years of experience. 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. Bilingual in Spanish, is required. Licensing requirements: Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. 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. Successful candidates will have the following: Excellent communication, presentation, analytical, and interpersonal skills. Successful history of accomplishments in education, retirement sales, or a related field. Ability to work both independently and collaboratively. Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly): $60000 - $95000 / year Time Off Program 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. Pension Eligible Yes Location Territory will be in Miami, FL with regional travel expectations. When not meeting with clients, you will be able to work from home or in the office, whichever you prefer. Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. #J-18808-Ljbffr Principal Financial Services, Inc.

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