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Education Consultant


in Remote / West Harrison NY

Logo for Pentegra

Job Summary:       The Education Consultant develops and delivers participant education programs to enroll and educate primarily 401(k) plan participants. They work independently as an important team member to manage multiple assignments and coordinate with internal staff to deliver education resources in an effective and efficient manner to the Pentegra client base. They own, update and develop education content as needed.


  • Works with clients to identify education needs of plan participants
  • Designs customized education programs to meet specific client needs as well as generic material suitable for the broader client base
  • Creates presentations using PowerPoint for use with employee meetings
  • Travels nationwide to meet with Pentegra’s client base
  • Prepares, schedules and delivers live and recorded webcast education seminars
  • Coordinates with Pentegra’s Marketing Department with respect to relevant material and resources
  • Provides relevant feedback to clients and internal client service team members
  • Updates and maintains internal/external programs used for delivering participant education content and enrollment material (e.g. Newkirk, Knowledgevision)
  • Fulfillment of hard copy participant education book order requests


  • Minimum of 5 years of experience in retirement plan services with at least 2 years of experience conducting employee education
  • Must have Series 6 & 63 licenses
  • ASPPA or other industry specific designation preferred
  • Bachelor’s degree – preferably in business, communication, accounting or finance
  • Confident ability to identify, understand, explain and extract most relevant 401(k) plan provisions from Plan Document Adoption Agreements and Amendments for purposes of updating and delivering participant education content.
  • Knowledge of investment basics, diversification and asset classes
  • Excellent oral and written communication skills
  • Excellent time management skills
  • Excellent organization skills to independently manage client meeting requests, proactively contact assigned clients for meetings, schedule efficient travel arrangements, prepare meeting content and keep team members apprised of progress.
  • Strong client service skills with a focus on responsiveness and urgency to meet or exceed client expectations at every opportunity to do so.
  • Strong attention to detail across all communications and presentations
  • Ability to satisfy client activity goals
  • Working knowledge of Word, PowerPoint, Outlook and Excel
  • Ability to travel overnight - 40%
  • Existing (or ability to acquire) knowledge and skills necessary to deliver effective defined benefit plan education meetings

How to Apply

Please email resume to:

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