We are seeking an Education Consultant to conduct group meetings and provide individual consultations with employees to answer questions related to their retirement and other benefit plans. However, the Education Consultant will not provide investment
advice. The Education Consultant must be fluent in both English and Spanish and be able to develop communication strategies, PowerPoint presentations, coordinate meeting handouts, facilitate logistics and provide daily/monthly reporting. The ideal
candidate will have retirement and investment experience, an outgoing and dynamic personality and presentation style, and the ability to explain complex topics in a simplified manner.
The Education Consultant is an important member of our HR
Communication team and represents Milliman to clients and their employees. Approximately 75% travel is anticipated, generally in the southern United States.
Milliman’s management has a history of rewarding performance and views this position as
a vital piece of its ongoing strategy to solidify and grow long-term client relationships. This position offers the opportunity to operate as a business manager along with high visibility and unlimited career potential.
OF THE POSITION
Conduct on-site employee meetings in a manner that is interesting and informative to the audience. Gain the confidence and trust of those attending the meetings. Understand the needs of the audience, interpret their
body language to capture their attention and benefit the listener.
Meet individually with employees on-site to assist them in enrolling in the retirement plan, completing retirement account transactions as well as answer questions related to the
participant website. Read and comprehend plan provisions from plan documents, summaries of plan provisions or other related plan materials in preparation of meeting with each client/employee.
Prepare customized Power Point presentations,
newsletters, meeting handout materials and coordinate pre-meeting logistics with client.
Participate in the production of webinars and recorded webcasts or train-the-trainer sessions.
Master retirement planning strategies and be able to
communicate them to plan participants.
Efficiently use Milliman’s retirement planning tools designed for plan participants to assist them in preparing for retirement and understanding investment strategies.
Develop strong client
relationships to encourage ongoing education projects.
Coordinate own travel arrangements and meeting logistics with clients. Show up for all scheduled appointments on time and well prepared.
Submit daily and monthly reports for audit
purposes and client results.
Maintain good working relationships with Milliman peers.
Ensure final work products are high quality and provided in a timely fashion.
Take an active role in pursuing continued
REQUIRED EXPERIENCE AND SKILLS
Experience with and understanding of employer sponsored retirement plans is required.
Appropriate credentials or equivalent experience (i.e. Bachelor’s degree
in Economics, Finance or Communications or previous financial services experience).
Superb communication skills, ability to prepare and deliver presentation covering complex topics in a simple style in either English or Spanish.
organizational skills to track client meeting records and provide summary reports.
Experience in training and development or customer service.
Self-starter with good project management skills and ability to work under deadlines.
Proficient in the use of Microsoft Windows and Microsoft Office suite (Word, Excel and PowerPoint).
Able to work independently while also contributing to team environment.
demonstrate Milliman's core values which include:
Integrity — Must be honest, fair, active listener, open communicator and accountable.
Teamwork — Work cooperatively and treat clients and coworkers with respect and
dignity while valuing individual differences, encouraging new ideas and sharing information.
Commitment to excellence — Demonstrate commitment to being creative, innovative, flexible and adaptable, focusing on quality solutions, continually
improving and being a winner.
Type "A" personality — High energy with effective poise and presence, self-motivated and relentlessly striving towards goals.
Milliman offers a
competitive salary and an outstanding and comprehensive benefits package.
Milliman employs more than 3,300 people working in employee benefits, healthcare, life insurance/financial services, and property and
casualty insurance. For more than 60 years, the firm has quietly earned a reputation for exceptional services, innovation and quality. Today Milliman is one of the nation's most highly regarded providers of retirement plan services to the full spectrum
of business, financial, government and union organizations.
Our company, with the full support of our Chief Executive Officer, is fully committed to the maximum utilization of all human resources and the goals
of Equal Employment Opportunity and Affirmative Action. We recruit, hire, train, and promote, and consider qualified applicants for employment, in all job titles without regard to age, ancestry, citizenship status, color, creed, familial status, genetic
information, marital status, national origin, political ideology, race, religion, sex, sexual orientation, gender identity, status as an individual with a disability, or veteran status, including qualified disabled veterans, Armed Forces service medal
veterans, recently separated veterans, and active duty wartime or campaign badge veterans; and shall not discriminate against any individual, or any other characteristic protected by law. Should you have a disability that requires assistance and/or
reasonable accommodation with the job application process, please contact the HR department.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate
against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a
part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in
furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.