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Education Consultant


in West Harrison NY / Telecommute

Job Summary:       Develops and conducts participant education programs to enroll and educate 401k and pension participants.   


  • Identifies client education needs
  • Designs custom programs
  • Creates PowerPoint presentations
  • Prepares, schedules and delivers web based education seminars
  • Travels nationwide to meet with clients
  • Handles special project work


  • 2-4 years of experience in retirement plan services or investments
  • Must have Series 6 and 63
  • Demonstrated public speaking abilities
  • Understanding of ERISA and industry related laws and regulations
  • Excellent communication skills
  • College degree
  • Knowledge of investment basics, diversification and asset classes
  • Excellent time management skills
  • Working knowledge of Word, PowerPoint, Outlook and Excel
  • Ability to travel overnight- 75-80%

How to Apply

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This ad has been viewed 1396 times. It expires on 3/25/2018.

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