Retirement Education Specialist; Grand Rapids, MI

What You'll Do

Make a meaningful impact by engaging with 5million individuals through innovative technology and exceptional talent.

• 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 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.

• Bachelor’s degree or equivalent and 8years of experience.
• 2+ years of experience in the financial services industry with a focus on personal markets, retirement planning, and educating participants.
• Ability to travel approximately 50% of the time, mostly by day travel but including overnight travel.

Licensing will be required based on state/federal laws and/or company policy. The following licenses are required within 5months of employment (a licensed individual is preferred):

• Successful registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series6 or equivalent and FINRA Series
  63). Preference for FINRA Series7 and 66.

• 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 ranges reflect targeted base salaries. Non‑sales positions may participate in a bonus program. Sales positions may be eligible for sales incentives and bonus plans, potentially exceeding base salary.

$54,000 – $82,000 per year

Flexible Time Off (FTO) is provided to salaried (exempt) employees, allowing paid leave for vacation, personal or short‑term illness. Employees do not accrue a bank of time off under FTO and there is no set number of days provided.

Yes

Primary territory: state of MI with regional travel expectations. Work may be performed from home or in the office as preferred.

Open to hiring up to the Sr. Retirement Education Specialist role for the right skills and experiences.

At this time, we are not considering candidates that require any type of immigration sponsorship (including F1‑OPT, F1‑CPT, H‑1B, TN, L‑1, J‑1, etc.) now or in the future to work in the United States.

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.