Engagement & Financial Wellness Manager
Job in
Rockwall, Rockwall County, Texas, 75087, USA
Listed on 2025-12-20
Listing for:
Digital Insurance LLC
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A financial services firm in Rockwall, TX seeks an Employee Services Manager to deliver engaging participant education and support wealth referral efforts. This role necessitates collaboration with plan sponsors to enhance financial wellness. Candidates must have a strong understanding of ERISA regulations and at least 5 years of experience in financial education or retirement planning. Excel in communication, independence, and CRM tools are crucial for success.
Competitive benefits and additional compensation based on performance are offered.
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