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.
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:
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