[Hiring] Retirement Education Specialist @Principal Financial Group

Role Description

Do you have a passion for helping others achieve their financial goals and live their best lives? As a Retirement Education Specialist (Bilingual in Spanish preferred but not required), you’ll play a critical role in empowering retirement plan participants to make confident financial decisions. You’ll deliver engaging education, provide personalized guidance, and partner with employers and advisors to drive meaningful outcomes. Additional responsibilities include:

• Deliver group workshops and one-on-one consultations (virtual and in person)
• Partner with plan sponsors, advisors, and internal teams to design and deliver effective retirement education strategies
• Develop and implement education plans that increase engagement and participation in retirement programs
• Conduct needs assessments to guide participants in making informed decisions about saving, investing, and retirement income
• Adapt messaging based on audience needs
• Leverage tools and insights to improve participant outcomes

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 but there will be overnight travel
• 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) preferred
• Preference for FINRA Series 7 and 66

Requirements

• 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

Benefits

• Flexible Time Off (FTO) for salaried (exempt) employees
• Pension Eligible

Company Description

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!