Retirement Plan Education Specialist

Retirement Plan Education Specialist Socium Advisors Milwaukee, WI Job Details Full-time $90,000 - $125,000 a year 10 days ago Benefits Health savings account Health insurance Dental insurance 401(k) Flexible spending account Matching gift program Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Life insurance Referral program Retirement plan Qualifications Teamwork Interpersonal skills Zoom Bachelor's degree Attention to detail Driving Financial services Full Job Description COMPANY At Socium Advisors, we build a true partnership with our clients. Through outcome-based planning and focus on the long-term goals of our clients, we carve a path together and hold one another accountable along the way. Socium Advisors operates within the Northwestern Mutual framework uniquely offering the advantage of both a large established company and small entrepreneurial firm. Through working with other financial representatives within the Northwestern system, Socium Advisors is a growing team focused on delivering custom plans and excellent client service. Socium Advisors is committed to fostering a workplace that prioritizes innovation, growth, and employee well-being.

OUR VALUES

Our values are important to us. At Socium our culture is based on our

Core Values:

Intense Momentum | Personal Responsibility | Client-Centric | Continual Innovation | Collaborative Engagement

POSITION TITLE

Retirement Plan Education Specialist

CLASSIFICATION

Salaried, Exempt | Hybrid, Mon-Fri 8:00am-5:00pm

POSITION OVERVIEW

Socium Advisors is seeking an experienced retirement plan advisor to educate retirement plan participants on steps and strategies to achieve personal financial security. The ideal candidate is self-motivated, professional, and can manage and prioritize a high level of diverse and deadline-driven tasks. This role is responsible for implementing educational programming and employee support strategies for Socium Advisors' retirement plan clients.

KEY ROLES AND RESPONSIBILITIES

Deliver and document education service review meetings with retirement plan clients. Prepare and deliver content outlined in clients' respective education service calendar. Conduct individual & group education & enrollment meetings. Responsible for completion and documentation of education service tasks received from participants, clients, and Plan Advisors. Support education needs and service tasks during new client onboarding process. Supports Education Team Manager with the delivery of the employer and employee education webinar series. Responsible for the execution of complex education service tasks and client communications. Expected to proactively assess client education needs and coordinate with Education Team Manager to modify procedures and client deliverables. Tracks work time allocated to supporting each retirement plan client. Stay current on investment trends and industry-relevant content from recordkeepers, DCIOs, trade publications, and regulatory updates.

SUCCESS FACTORS

• Confident with public speaking and presenting to large groups
• Ability to communicate complex financial concepts in an easily understood manner
• Proficient in retirement plan rules, design, and compliance requirements
• Excellent verbal and written communication skills
• Detail-oriented - a high level of attention to detail is required
• A high level of time management, initiative, accountability, and prioritization skills
• Ability to be organized, problem-solve, and be solution-oriented under pressure
• Ability to adhere to the firm's Core Values
• Strong team player with the ability to work effectively with people of all positions

REQUIRED QUALIFICATIONS

• Minimum one year of experience as a licensed financial services professional.
• Undergraduate degree or equivalent combination of training and experience.
• Ability to complete the Securities Industry Essentials (SIE) exam, obtain life & health insurance licenses, and obtain Series 6 & 63 FINRA licenses.
• Legally authorized to work in the United States
• Ability to clear a criminal background check
• Occasional travel is required for client meetings and firm retreats.

PREFERRED QUALIFICATIONS

• Retirement plan or employee benefit sales/service experience
• Experience with financial planning and wealth management
• Experience with Microsoft Office software

LOCATION

Milwaukee, WI

WORK ENVIRONMENT

This role routinely uses standard office equipment such as laptop computers, Zoom, copy/fax, and smartphones. Occasionally the role will require driving to a client's place of business to meet with employees.

Pay:

$90,000.00 - $125,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Matching gift program Paid time off Parental leave Referral program Retirement plan Vision insurance

Work Location:

Hybrid remote in Milwaukee, WI 53202