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Bilingual Retirement Educator
in Dallas TX
The Retirement Educator is responsible for conducting group meetings and individual consultations with employees to answer questions related to their retirement and other benefit plans. Meetings are typically held
at the client for groups of 10-100 employees, and may include individual consultations. He or she will not provide investment advice. The Retirement Educator 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 Retirement Educator is an important member of our HR Communication team and represents Milliman to clients and their employees. He or she will coordinate with other Milliman consultants who are
responsible for the client relationship and provide appropriate feedback. Approximately 75% travel is anticipated, generally within the Southern Employee Benefit Region.
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
RESPONSIBILITIES OF THE POSITION
Conduct English/Spanish 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 their accounts via the participant website. He/she will not provide investment advice.
Participate in the production of webinars and recorded webcast.
Read and be knowledgeable about the
client's retirement plan provisions, their investment options or other related plan materials in preparation of meeting with each client/employee. Be able to answer employee questions accurately and concisely.
Prepare customized Power Point
presentations, newsletters, meeting handout materials and coordinate pre-meeting logistics with client.
Communicate with Relationship Manager the meeting results including attendance records and any areas for client service enhancements.
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
Develop strong client relationships to encourage ongoing education projects.
Coordinate own travel arrangements and meeting logistics with clients. Show up for all scheduled meetings at least 30 minutes in advance
and well prepared.
Submit daily and monthly reports for audit purposes and client results.
Maintain good working relationships with peers.
Ensure final work products are high quality and provided in a timely fashion.
Take an active role in pursuing continued education.
REQUIRED EXPERIENCE AND SKILLS
Fluent in English and Spanish.
Experience with and understanding of employer sponsored retirement plans is
Appropriate credentials or equivalent experience (i.e. Bachelor’s degree in Economics, Finance or Communications or previous financial services experience). Prefer Series 7 or 6 & 63 licensed.
skills, ability to prepare and deliver presentation covering complex topics in a simple style.
Strong verbal and written communication skills, with an emphasis on customer service.
Strong organizational skills to track client meeting
records and provide summary reports.
Self-starter with good project management skills and ability to work under deadlines.
Ability to balance and prioritize multiple projects.
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.
Must demonstrate Milliman's core values which
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.
"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 3,400 people working in employee benefits, healthcare, life insurance/financial services, and property and casualty insurance. For more than 70 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
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.