Retirement Education Specialist

Responsibilities

• Provide onsite education and motivational seminars on a wide range of financial topics to retirement plan participants and prospective participants.
• Customize PowerPoint presentations to reflect specific plan design and plan features.
• Maintain industry knowledge through continuing education programs required by FINRA licenses to deliver compliant onsite presentations.
• Maintain an onsite training measurement system to track program effectiveness for plan sponsors and internal Voya groups.
• Ensure presentation topics and speaking points remain compliant with industry standards and approved sales/advertising practices.
• Book travel through corporate‑approved vendors and perform other duties as assigned.
• Travel within the region up to 90% of the time.

• Bachelor’s degree or equivalent
• 4–6 years of financial industry experience
• FINRA licensed (Series 6 or 7 & 63 required)
• Excellent written and oral communication skills
• Excellent public speaking skills
• Familiarity with 401(k), 403(b), and 457 plans preferred
• Life license preferred or ability to obtain within 60 days
• Bilingual Spanish preferred