Retirement Education Specialist

General Description:

Primary person to schedule and conduct employee presentations (enrollment, ongoing) for clients, coordinating with account managers as needed, to expand participation in and utilization of clients' retirement programs; includes maintaining appropriate tracking of meetings, execution of annual meeting plan for clients, preparation of plan-specific presentations/handouts and tracking success in achieving client's education objectives. As a general rule, the Retirement Education Specialist is expected to travel to client meeting locations and is responsible for holding meetings at 2 to 4 clients per week on average.

Responsibilities:

Providing account managers and clients with feedback on any follow up items or questions from the meetings as well as the success of each education meeting; success is measured by determining the purpose and objective of the meeting and determining, with client input, if those objectives were achieved. The client, Education Specialist and the account manager will agree on the purpose of the meeting and determine objective criteria for evaluating its success.

Examples of success are:

new enrollments, increased deferrals and investment allocation changes. Offers input on all employee education material and assisting with updates to education materials and the master presentation template based on presentation experience and feedback. Acting as the primary liaison between Investment Advisory Dept. and DC Practice, responsible for communicating and coordinating the tracking of the quarterly investment review process, timely completion and delivery of quarterly data files for enrollment kits vendor (Argus), assistance with quarterly fund performance data collection and incorporation of quarterly data changes in employee presentations. Coordinating investment data for clients and/or employee packets (prospectuses, fact sheets, handouts, etc.) internally or with outside vendor as needed, ensuring accurate information is available and ready for employee meetings. Assisting DC teams in preparing fund change paperwork packages, including communication materials, prospectus receipt information, etc. Submitting weekly expense reports to ensure regular and recurring reimbursement of travel related expenses. Completing special projects as requested by clients, CG DC Director of Operations or DC department

Knowledge, Skills and Abilities:

Associates or Bachelor's Degree Series 6 license strongly preferred Strong computer skills- Knowledge of Windows environment, including PowerPoint, Word & Excel Familiarity with products, services, competitive offerings, market needs and industry trends. Excellent communication, presentation and interpersonal skills. Ability to creatively and proactively problem-solve Ability to stay organized and focused in a busy environment Personable and credible Demonstrates cooperation and collaboration in a team setting Why USI? USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG's integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member

FINRA/SIPC

) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services ("USI"). To learn more, visit usicg.com or follow us on LinkedIn . Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact. Industry-Leading Programs, Rewards, and Recognition In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Deep Community Engagement We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future. Committed to a Diverse and Inclusive Workplace Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture. Nationally Recognized as a Top Insurance Employer Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025). Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025). Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). Certified as a Great Place To Work two years in a row (2024-2025). Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions! USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time . Annual salary range is $75,000 - $85,000, plus potential compensation incentives