K Participant Education Specialist

Foundation Risk Partners
, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a 401k Participant Education Specialist to their team.

Location: Remote (Must reside in FL)

A 401(k) Participant Education Specialist teaches employees about their employer-sponsored retirement plans, focusing on enrollment, investment choices, contribution strategies, and retirement planning. The role uses workshops, one‑on‑one meetings, and digital tools to explain complex concepts such as company match, loans, and withdrawal rules, bridging the gap between plan features and participant financial wellness to boost participation and understanding.

• Educate on Plan Features
  :
  Explain plan rules, benefits, company matching, and enrollment processes.
• Provide Investment Guidance
  :
  Teach investment fundamentals, risk tolerance, and asset allocation (without giving specific investment advice to avoid liability).
• Conduct Educational Sessions
  :
  Lead group workshops, webinars, and one‑on‑one meetings.
• Promote Financial Wellness
  :
  Integrate broader financial literacy, behavioral finance, and retirement readiness concepts.
• Support Plan Sponsors
  :
  Help employers create effective education policies and meet their fiduciary duties.

• Financial Knowledge
  :
  Strong grasp of retirement plans, investing, and regulations.
• Communication
  :
  Excellent public speaking, presentation, and interpersonal skills.
• Education Focus
  :
  Ability to simplify complex financial topics for diverse audiences.
• Tech Savvy
  :
  Familiarity with retirement plan software and virtual communication tools.

• Bachelor’s degree in Business, Finance, Accounting, or a related field.
• 2–5 years of experience working with 401(k) plans.
• Strong interpersonal, written, and verbal communication skills.
• High attention to detail and ability to manage multiple projects simultaneously.
• Proficiency with CRM systems and Microsoft Office Suite.
• Must hold Series 65 license.

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

FRP offers comprehensive health‑related benefits including medical, vision, and dental. We provide a 401(k) with company match, company‑paid life insurance, STD, LTD, and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays.