Overview Retirement Education Specialist (Nashville, TN) at Principal Financial Group. What You'll Do 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 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 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 Licensing will be required based on state/federal laws and/or company policy. Licenses within 5 months: 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. Salary and Benefits Salary range: $57,000 - $82,000 per year. Non-sales positions may participate in a bonus program; sales positions may be eligible for incentives or bonuses. Time Off: Flexible Time Off (FTO) for salaried employees. Pension Eligible: Yes. Location and Travel Primary territory around TN and KY with regional travel expectations. When not meeting with clients, you may work from home or in the office. Work Authorization We are not currently considering candidates who require immigration sponsorship now or in the future to work in the United States. Equal Opportunity 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 Group
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