Retirement Education Specialist Resume Samples

As a Retirement Education Specialist, the professional will help drive sales growth by providing retirement planning and education while delivering service to plan participants. The job description entails developing, managing, and retaining relationships and educate participants on how to plan their retirement options. Key responsibilities associated with the role are listed on the Retirement Education Specialist Resume are – developing positive relationships with key public sector entity contacts within assigned territory, scheduling and conducting one-on-one and group seminars for potential and existing participants within an assigned territory, serving as a financial resource to existing and potential participants to provide counseling and guidance on the benefits and features of defined contribution retirement savings plan.

The most sought-after skills for the post include the following – a deep understanding of the public sector business to apply knowledge of various plans, additional financial products, and services to the business; wide knowledge of annuity and investment products, the ability to effectively communicate product information, and a good knowledge of the competitive landscape. Typical example resumes highlight a degree in finance or human resources.

Retirement Education Specialist Resume example

Retirement Education Specialist Resume

Objective : Retirement Education Specialist professional with institutional retirement, retail brokerage and IT experience. I have outstanding organization and presentation skills that allow me to make complex financial concepts easy to understand. I also have the ability to transform research into actionable information, price 401(k) plan deals and develop relationships with co-workers and clients.

Skills : MS Office Suite - 365, Planning.

Description :

    1. Managed a high-volume workload within a deadline-driven environment.
    2. Resolved an average of over 100 inquiries per day from nonqualified and qualified plan participants ranging from routine to complex inquires.
    3. Managed daily work assignments for small team to include assigning customer email inquiries received via the participant website, voice mail requests to automated Voice Response Unit, and elevated customer research cases originating from relationship managers, and various internal channels from within Newport Group departments.
    4. Expanded knowledge of the financial services and employee benefits industry through continuing investment education and pursuing QKA and CEBS designations in my time outside of work.
    5. Acted as SME (subject matter expert) within the Client Services department providing employee benefit and retirement plan support as needed concerning elevated assignments and advanced topics.
    6. Consistently resolved participant issues in an expedient and tactful manner adhering to the Newport first call resolution goal within the department.
    7. Completed ASPPA RPF 1 and 2 -Completed RPA designation for CEBS program.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
GED


Retirement Education Specialist Resume

Summary : Extensive experience in synthesizing complex and varied information to solve customers' issues and enhance business processes. Proven ability to learn new and diverse subjects quickly and apply the new knowledge to work situations. A flexible team member with well-developed analytical, sales, customer service, and interpersonal skills.

Skills : Wholesaling, Financial Services.

Description :

    1. Provided retirement plan education and completed transactions including plan enrollments, pension projections, income and investment options, loans, mutual fund and stock trades.
    2. Served as mentor to new employees.
    3. Assisted clients with understanding their 401K's.
    4. Processed loans and Hardships withdrawals.
    5. Provided operational support for high-volume financial institution.
    6. Provided customer service for an average of 60 calls per day, answering customer inquiries, solving problems, and providing new product information.
    7. Serviced 300+ defined contribution institutional retirement plans and defined benefit plan participants with mutual fund, portfolio allocation, loans,.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BBA In Marketing


Retirement Education Specialist Resume

Objective : Energetic and competitive Sales Representative with 5 years of sales experience in-person and over the phone.Money-motivated with strong closing skills. Self-motivated with excellent verbal and written communication skillsand strong computer experience.

Skills : Excel, Business Analysis, Financial Analysis, Valuation.

Description :

    1. Provided onsite education and motivational seminars on many financial themed topics to retirement plan participant and prospective retirement plan participants.
    2. Customized PowerPoint presentation for specific plan design and plan features.
    3. Maintained industry knowledge through continuing education programs required by their FINRA licenses in order to deliver onsite presentations on financial topics.
    4. Maintained onsite training measurement system in order to track effectiveness of onsite programs to the plan sponsor (client) and to internal Voya groups.
    5. Maintained compliant presentation topics and speaking points to maintain industry standards and approved sales/advertising techniques.
    6. Booked own travel plans via corporate supplied vendor and other duties as assigned.
    7. Travelled within the region up to 90% of the time.
            Years of Experience
            Experience
            2-5 Years
            Experience Level
            Level
            Executive
            Education
            Education
            High School Diploma

            Retirement Education Specialist Resume

            Summary : Retirement Education Specialist is Working with the ERISA Consulting Team on complex issues that arise during the on-boarding. Answering document related questions from Newport associates. Reviewing technical amendments as needed. Managing special projects with little oversight. Interacting with sales team and other associates as needed to complete projects by established.

            Skills : Technical Skills, Sales Team.

            Description :

              1. Required knowledge and experienced in own discipline/department.
              2. Built knowledge of the company, processes and customers.
              3. Managed own workload and occasionally provides informal guidance to colleagues with less experience.
              4. Solved a range of problems.
              5. Analyzed possible solutions using standard procedures.
              6. Received a moderate level of guidance and direction.
              7. Multitasked, prioritized projects, shift priorities, work under pressure with competing deadlines during times of heavy volume, and take direction.
                          Years of Experience
                          Experience
                          7-10 Years
                          Experience Level
                          Level
                          Management
                          Education
                          Education
                          MS

                          Retirement Education Specialist Resume

                          Headline : Retirement Education Specialist is Working directly with clients and financial advisors on plan design for plans on-boarding through the Newport Conversions Team. Scheduling and facilitating plan design calls for plans on-boarding through the Newport Conversions Team. Completing the final review of adoption agreement and other plan documents (notices, Summary. Planning Description, loan policy, etc.) before final document package is released.

                          Skills : Developing Skills, Review Assistant.

                          Description :

                            1. Assessed and supported the needs of the plans sponsor, independent financial advisors and our credit union direct sales team members in conducting employee enrollment and education meetings to groups and interested individuals to help meet the strategic goals of the plan.
                            2. Maintained joint responsibility with the Relationship Managers/Retirement Specialists to create a territory plan that achieves the service model metrics around educational meetings and other service activities that drive plan and participant retention.
                            3. Effectively presented, educated and promoted to the employees of the business adopting a retirement plan the basics and overall advantages of their retirement plan(s), including information about their investment options. 
                            4. Goal is to provided education that helps increase participation in the plan, increase employees’ deferrals and optimizes the allocation of a participants’ assets.
                            5. Provided technical/product training to financial advisor, plans sponsor, and their employees, regarding details and information pertaining to their particular retirement plan(s).
                            6. Served as an education expert for the servicing/sales team to identify enrollment and participant education resources, strategies and educational campaigns that can assist in the acquisition and retention of business.
                            7. Interfaced with home office product leaders in the enhancement of existing retirement programs, the development of new programs, and materials needed to service those programs at the participant level.
                                            Years of Experience
                                            Experience
                                            5-7 Years
                                            Experience Level
                                            Level
                                            Executive
                                            Education
                                            Education
                                            High School Diploma

                                            Retirement Education Specialist Resume

                                            Objective : Retirement Education Specialist is Developing appropriate needs assessments that help retirement plan participants make informed decisions about their retirement savings and payout strategies. Presenting workshops and one-on-one meetings for participants. Pointing of contact for participant and plan sponsor needs.

                                            Skills : Team Management, Planning.

                                            Description :

                                              1. Understood the competitive environment for the retirement services marketplace together with diverse financial services markets.
                                              2. Fostered teamwork and culture that is action oriented and accepts and responds rapidly to change.
                                              3. Maintained relationships with organizations and associations that support the product and service needs of the retirement plan industry.
                                              4. Assisted in the identification of new market needs and potential solutions to those needs.
                                              5. Embraced our vision that everyone deserves to have the best outcome possible for their retirement.
                                              6. Consulted with the development and implementation of education plans that maximize participation in the retirement plan.
                                              7. Collaborated with the Plan Sponsor, Advisor and internal teams to provide appropriate education solutions.
                                                            Years of Experience
                                                            Experience
                                                            2-5 Years
                                                            Experience Level
                                                            Level
                                                            Executive
                                                            Education
                                                            Education
                                                            Diploma

                                                            Retirement Education Specialist Resume

                                                            Objective : Retirement Education Specialist is effectively presenting information; analyzing data; exceptional and professional verbal and written communication skills. Driving personal and/or state vehicle for travel. Working directly with our internal Document Specialists to review start-up plan draft documents and the mapping of existing takeover plans.

                                                            Skills : Educational Assistant, Review Management.

                                                            Description :

                                                              1. Provided group plan-specific educational presentations and workshops on the features of the client’s defined contribution plans, including the existing VRS elective 457 plan, as well as the 401(a)/457 hybrid plan.
                                                              2. Provided group investment educational presentations and workshops on the features and benefits of participation in VRS defined contribution plans. 
                                                              3. Presentations included education on the importance of retirement planning, as well as a variety of investment topics, including investment strategies, diversification, investment vehicles, model asset allocation portfolios, risk vs. reward, etc.
                                                              4. Provided individual assistance (in-person, virtual, telephone) to inquiries from participants/members; process select transactions (in-person and virtual only) relative to DCP account(s) management.
                                                              5. Contacted assigned employers to schedule seminars and work with them to promote attendance at the scheduled seminars.
                                                              6. Provided regular detailed reports of activity, attendance, topics, and trends.
                                                              7. Facilitated a communication and education strategy by conducting group meetings (with the possibility of some one-on-one’s); in person, via the web, or in recorded presentations.
                                                                                  Years of Experience
                                                                                  Experience
                                                                                  2-5 Years
                                                                                  Experience Level
                                                                                  Level
                                                                                  Executive
                                                                                  Education
                                                                                  Education
                                                                                  GED

                                                                                  Retirement Education Specialist Resume

                                                                                  Objective : Retirement Education Specialist is Knowledged of pension, benefits, retirement planning, retirement education and counseling. & working with a high degree of independence, meet deadlines and use good judgment; understanding the needs of a very diverse audience and develop solutions for communicating with those audiences; achieving organizational goals through teamwork and the development of effective working relationships with third party administrator and agency departments.

                                                                                  Skills : Education Specialist, Planning.

                                                                                  Description :

                                                                                    1. High-performed individual who provides consultative expertise to employees to increase participation and enrollment.
                                                                                    2. Assisted in developing communication and education strategies.
                                                                                    3. Assisted in maintaining & retaining existing client relationships.
                                                                                    4. Managed meeting assignment schedule, including travel booking.
                                                                                    5. Regularly reported meeting information and enters details into proprietary reporting systems (meeting tracker, etc).
                                                                                    6. Provided feedback to Client Management about what communication materials/strategies are working or not working with a plan and assisting in identifying alternatives.
                                                                                    7. Improved opportunities for the plan’s health and performance.
                                                                                            Years of Experience
                                                                                            Experience
                                                                                            2-5 Years
                                                                                            Experience Level
                                                                                            Level
                                                                                            Executive
                                                                                            Education
                                                                                            Education
                                                                                            G.E.D

                                                                                            Retirement Education Specialist Resume

                                                                                            Objective : Retirement Education Specialist is Ensuring system accuracy and identifies any abnormalities. Reporting and monitoring all incidents of security breaches within established guidelines. Managing the secure messaging feature to ensure accurate and timely responses and reporting. & Knowledged of call center technology e.g., contact center management, workforce management, call quality and recording applications. Managing or leading work groups including professional and technical staff in a closely related customer service setting.

                                                                                            Skills : Teamwork, Planning.

                                                                                            Description :

                                                                                              1. Embraced our vision that everyone deserves to have the best outcome possible for their retirement.
                                                                                              2. Consulted with the development and implementation of education plans that maximize participation in the retirement plan.
                                                                                              3. Collaborated with the Plan Sponsor, Advisor and internal teams to provide appropriate education solutions.
                                                                                              4. Developed appropriate needs assessments that help retirement plan participants make informed decisions about their retirement savings and payout strategies.
                                                                                              5. Presented workshops and one-on-one meetings for participants.
                                                                                              6. Pointed of contact for participant and plan sponsor needs.
                                                                                              7. Managed the day to day operations of the retiree and member counselors and online assistance team with an emphasis on customer satisfaction, first contact resolution and retention.
                                                                                                                              Years of Experience
                                                                                                                              Experience
                                                                                                                              2-5 Years
                                                                                                                              Experience Level
                                                                                                                              Level
                                                                                                                              Junior
                                                                                                                              Education
                                                                                                                              Education
                                                                                                                              GED

                                                                                                                              Retirement Education Specialist Resume

                                                                                                                              Objective : Retirement Education Specialist is Managing all other call center applications, technologies and business processes for all VRS retirement plans and services. Partnering with technology and senior management to resolve system issues, planned enhancements and content changes. Developing troubleshooting documentation and provides training to staff. Providing detailed analysis on technical issues affecting system functionality or usability and escalates to appropriate work unit when necessary.

                                                                                                                              Skills : Unit Assistant, Detail-Oriented.

                                                                                                                              Description :

                                                                                                                                1. Provided mentoring, coaching and development to team members via one-on-one meetings, call monitoring, and phone system statistics for increased efficiency and effectiveness. 
                                                                                                                                2. Fostered an environment of team-driven success through individual contribution and accountability.
                                                                                                                                3. Ensured staff provide counseling to members, retirees, and employers on all VRS benefits and features through call, email, secure messaging or myVRS and the VRS website.
                                                                                                                                4. Provided technical troubleshooting and diagnostics for resolving customer online registration or system access issues.
                                                                                                                                5. Troubleshoot escalated technical issues and provides prompt and accurate solutions, workarounds, advice and recommendations.
                                                                                                                                6. Provided project management and oversight on all myVRS enhancements and issues.
                                                                                                                                7. Provided oversight and management of the myVRS systems override process, new registration process and existing accounts maintenance process.
                                                                                                                                                    Years of Experience
                                                                                                                                                    Experience
                                                                                                                                                    0-2 Years
                                                                                                                                                    Experience Level
                                                                                                                                                    Level
                                                                                                                                                    Entry Level
                                                                                                                                                    Education
                                                                                                                                                    Education
                                                                                                                                                    GED