Retirement Education Specialist (WI/IL/MN)
TruStage(1 month ago)
About this role
A Retirement Education Specialist at TruStage supports retirement plan sponsors and financial advisors across a regional territory by presenting retirement plan options and explaining benefits to employees. The role emphasizes delivering technical training and educational value to increase participation, deferrals, and plan retention. The position requires residence within the territory and involves up to 25% travel.
Required Skills
- Retirement Plans
- Plan Education
- Presentation Skills
- Client Relations
- Territory Management
- Enrollment Support
- Virtual Meetings
- PowerPoint
- Excel
- Communication
Qualifications
- Bachelor's Degree
- FINRA SIE
- Series 6
- Series 63
- Life Insurance License
- Variable Insurance License
About TruStage
trustage.comTruStage offers a wide range of commercial and personal insurance products — making it easier for people to choose the right protection to fit their unique needs.
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