Job Description

Overview Join to apply for the Retirement Education Specialist (Nashville, TN) role at Principal Financial Group . 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 to join our dynamic team. In this role, you'll have the opportunity to make a meaningful impact, engaging with 5 million individuals through innovative technology and exceptional talent—just like you! 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 named one of the World’s Most Ethical Companies by Ethisphere. The company’s inclusion in the 2025 list marks continued recognition for ethical leadership and business practices since 2006. Who You Are Qualifications: 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 with some overnight travel. Licensing requirements: Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The following licenses are required within 5 months of employment, with preference for a licensed individual: 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 and Benefits Salary Range Information: Salary ranges reflect targeted base salaries. Non-sales positions may participate in a bonus program. Sales positions may be eligible for sales incentives or bonuses. Actual compensation will be based on location, experience, education, licensure, and skill level and finalized at offer. Salary Range: $57,000 - $82,000 per year (Non-Exempt hourly; Exempt yearly). Time Off Program: Flexible Time Off (FTO) for salaried employees. No accrual of a bank of time off; no set number of days provided. Pension Eligible: Yes Location and Role Details Primary territory will be around TN and KY with regional travel. When not meeting with clients, you may work from home or in the office, whichever you prefer. Job Level: Open to hiring up to the Senior Retirement Education Specialist level for the right skills and experience. Work Authorization/Sponsorship: We are not considering candidates who need immigration sponsorship now or in the future to work in the United States. This includes, but is not limited to: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. Investment Code of Ethics: For Principal Asset Management positions, follow an Investment Code of Ethics related to personal and business conduct and personal trading activities for you and household members. These requirements may apply to other positions as well. Experience Principal: We value connecting on both personal and professional levels. Check out our careers site to learn more about our purpose, values and benefits. 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. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based on applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the deadline. Original Posting Date: 9/12/2025 Most Recently Posted Date: 9/12/2025 Note: This description may include references to related roles and internal postings for visibility. #J-18808-Ljbffr Principal Financial Group

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