What are the responsibilities and job description for the Retirement Education Specialist - Bilingual Spanish (Chicago or surrounding areas) position at Principal Financial Group?
What You'll Do:
If so,our Plan Education & Advice Team has an exciting opportunity for you! We’re looking for a dedicated Bilingual Retirement Education Specialist (Spanish) to join our dynamic team. In this role, you'll have the opportunity to make a meaningful impact, engaging with 5 million individuals through innovative technology and exceptional talent—just like you!
Do you have a passion for helping others achieve their financial goals and live their best lives?
If so,our Plan Education & Advice Team has an exciting opportunity for you! We’re looking for a dedicated Bilingual Retirement Education Specialist (Spanish) to join our dynamic team. In this role, you'll have the opportunity to make a meaningful impact, engaging with 5 million individuals through innovative technology and exceptional talent—just like you!
Additional responsibilities include:
- 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 appropriate 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.
Principal Financial Group® has been once again named one of the World’s Most Ethical Companies by Ethisphere. The company’s inclusion in the 2024 list makes the 13th time Principal® has been recognized for its ethical leadership and business practices since the Ethisphere list launched in 2006.
Who You Are:
Qualifications:
- Bachelor's degree or equivalent of 8 years of experience.
- 2 years of experience or more in the financial services industry with experience in personal markets, retirement planning, and educating participants.
- Ability to travel up to 75% of the time, locally and 25% of time, overnight.
Licensing requirements:
- Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment, however a licensed individual is preferred:
- Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63).
Successful candidates will have the following:
- 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.
Location
Primary territory will be in Chicago IL with regional travel expectations. You can live in surrounding areas of Chicago as long as you are able to drive within a reasonable amount to the Chicago area on a regular basis. When not meeting with clients, you will be able to work from home or in the office, whichever you prefer.
Work Authorization/Sponsorship
At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
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.
Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 2/6/2025 Latest Post Date: Careers - US: 2/6/2025
LinkedIn Hashtag
: #LI-BS1Salary : $60,000 - $90,200
