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Retirement Plan Education Specialist

Job in Appleton, Outagamie County, Wisconsin, 54914, USA
Listing for: TruStage
Full Time position
Listed on 2026-02-06
Job specializations:
  • Education / Teaching
    Health Educator
Job Description & How to Apply Below
A leading financial services company seeks an experienced professional to provide education and support for retirement plans. This role requires a Bachelor’s degree and three years of experience in enrolling participants in retirement programs. The ideal candidate will demonstrate strong communication and organizational skills and be proficient in Microsoft Office Suite. The position involves assessing client needs, conducting educational meetings, and providing technical training on retirement plans, with the goal of enhancing client participation and satisfaction.
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