Education Specialist For Qualified Retirement Plans

Who We Are

NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.

Summary of Role:

Works 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

Responsibilities:

• Responsible for supporting the NFP relationship with the clients related to employee education in a professional fashion

• Responsible for supporting the NFP relationship with the clients' recordkeepers 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

Skill Requirements:

• Core Knowledge Requirements:

• Participant education experience required

• 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 / 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

Licensing:

• Certified Financial Planner (CFP) or Chartered Retirement Plan Counselor (CRPC) preferred

• Series 65 license required

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst 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.