Retirement Plan Benefit Educator

Retirement Plan Benefit Educator

Rochester, NY

JK Executive Strategies is proud to partner with a national financial services company in search of a Retirement Plan Advisor to join its growing Rochester, NY team!

Our client is committed to impacting their client’s financial health while never compromising their values. The Retirement Plan Benefit Educator is responsible for all aspects of retirement plan participant education. This includes scheduling meetings, preparing meeting materials, conducting group and individual meetings and handling all follow up items. In addition, this position will attend Retirement Plan Committee meetings to discuss education meeting results.

If you are someone that strives to make a difference in your clients’ financial future and enjoy working in a dynamic, fast-paced, goal-oriented environment, with opportunity for advancement, then this is the opportunity for you!

Responsibilities

• Prepare educational materials and schedule group and individual meetings at client-desired locations and times.
• Present retirement plan group enrollment and ongoing education meetings in both virtual and in-person settings, simplifying complex financial concepts and retirement planning strategies for a diverse audience.
• Provide individual educational meetings for retirement plan participants in both virtual and in-person settings.
• Create annual Employee Education Plans for clients and ensure all educational services are being completed on time.
• Monitor results of education programs and recommend ways to improve plan participation.
• Prepare for and attend client meetings and annual reviews as needed.
• Assist Retirement Plan Advisers in the management of existing business relationships.
• Work with individual clients outside of retirement plans as assigned.
• Maintain knowledge of regulatory and legislative changes that impact retirement plan participants and individual clients.
• Identify rollover opportunities and refer plan participants to Firm’s Wealth Management Adviser team when appropriate.
• Assist with other tasks and projects when assigned.

Requirements

• Associates degree or equivalent experience, preferred.
• 1 year of experience, preferably in professional services, customer service, financial services, or retirement plan services industries.
• Excellent communication and presentation skills, with the ability to learn and explain financial concepts clearly.
• Strong attention to detail and ability to manage multiple tasks effectively.
• Basic understanding of retirement plans (401(k), 403(b), pensions, etc.) is a plus, but training will be provided.
• Ability to build relationships and engage with diverse groups of plan participants.
• Proficient in Microsoft Word, PowerPoint and web-based applications including those used for virtual meetings.
• Ability to work independently and proactively.

Salary Range

• $50k - $60k

JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.