Education Specialist for Qualified Retirement Plans (Hybrid)
NFP, an Aon companyTallahassee, FL
NFP, an Aon company Tallahassee, FL
1 week ago
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Andrea Varela
NFP's Talent Acquisition Expert | Innovative Sourcing, Positive Candidate Experience | Concert and Festival Pro |
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Who We AreNFP, an Aon Company, is a multi-year Best Places to Work award winner in BusinessInsurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsem*nt. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary Of RoleWorks directly with the Communications Strategist to implement and deliver employee communication & education services to retirement plan clients. Education Specialist will also interact with the Plan Advisor, Plan Service Team and Recordkeeper as necessary. The services will include one-on-one and group meetings that cover the following areas:
Plan design features and benefits
Investment education and guidance
General retirement planning concepts
Overall financial wellness considerations
Tools and resources available through the employer
Essential Duties And Responsibilities
Responsible for supporting the NFP relationship with the clients, and clients’ recordkeepers related to employee education in a professional fashion
Interact with all parties and ensure service excellence
Assist with coordinating and scheduling employee education meetings
Effectively deliver employee enrollment and participant education programs
Be proficient with vendor web-sites and other services that impact the education programs
Provide follow up to individual participants outside of scheduled meetings, where necessary
Provide follow up to Communications Strategist to support the Plan Service Team with review meetings
Proactively monitor education and communication trends within the industry
Assist with plan review meetings and sales meetings, when necessary
Knowledge of defined contribution and defined benefit plans
Knowledge of investment basics and investment due diligence
Knowledge of fiduciary guidelines
Knowledge of qualified plan record keeping and administration issues
Knowledge of qualified plan legislative, compliance and plan design issues
Customer service oriented with strong people skills; able to anticipate client needs
Well organized and detail oriented
Ability to manage multiple communication programs and effectively interact with various internal and external groups to ensure commitments are met
Excellent written and verbal communication skills
Ability to resolve problems accurately and timely
Strong fiduciary, investment and plan design knowledge
Proven skills in use of industry technology (Outlook, Webex, Adobe, Outlook, Excel Morningstar, MPI, etc.)
Strong presentation skills
Cultivating relationship ability
Strong analytical skills with respect to numbers and plan documents
Education And/or Experience
Bachelors degree or higher required
5+ years knowledge/experience of 401(k) and ERISA requirements and retirement programs include Defined Benefit, Cash Balance and Deferred Compensation
Certificates, Licenses, Registration
Certified Financial Planner (CFP®) or Chartered Retirement Plan Counselor (CRPC) preferred
Series 65 license required
For this opportunity, you will be making in person visits to clients in the North Florida area, must be comfortable with traveling***
What We OfferNFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better together!NFP is an inclusive Equal Employment Opportunity employer.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Business Development
Industries
Insurance
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