In an expert/lead capacity and functioning independently, this position is
responsible for high quality and proactive support of retirement plan sponsors and financial advisors, in presenting the advantages and details of retirement plans (Defined Contribution, Profit Sharing 403(b) and Defined Benefit plans) to employees of
credit unions and small businesses adopting CUNA Mutual’s employee retirement programs.
This position provides technical training and educational value in the area of retirement plan education activities addressing specific client needs in an
effort to retain and grow business within assigned regional customer accounts. At the senior level, this position also provides guidance to other Retirement Education Specialists.
Responsible for the following
functions in an expert/lead capacity:
Assesses and supports 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.
Maintains 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.
Effectively presents, educates and promotes 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. Goal is to provide education that helps increase participation in the plan, increase employees’ deferrals and optimizes the allocation of a participants’ assets. These services may be
provided via a combination of onsite, webinar, video or email campaign support.
During and following the group enrollment and education meetings, understands and responds effectively to employee concerns/questions to help them take action and
optimize their utilization and appreciation of their retirement plan.
Provides technical/product training to financial advisor, plans sponsor, and their employees, regarding details and information pertaining to their particular retirement
Serves 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.
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.
Understands the competitive environment for the
retirement services marketplace together with diverse financial services markets.
Fosters teamwork and culture that is action oriented and accepts and responds rapidly to change.
Maintains relationships with organizations and associations
that support the product and service needs of the retirement plan industry.
Assist in the identification of new market needs and potential solutions to those needs.
The above statement of duties in not intended to be all inclusive and other
duties will be assigned from time to time.
Bachelor’s degree in Marketing, Business Administration, Insurance or related field or an equivalent trade-off of related professional work experience.
years of directly related work experience enrolling and educating participants in various retirement programs or an equivalent trade-off of related training and educational experience. Ability to deliver education in Spanish is
Demonstrated technical knowledge of Qualified and Non-Qualified Retirement Plans, including 401(k), 403(b) and 457(b) and Defined Benefit Plans.
Demonstrated organizational, analytical, planning and presentation skills (both
face-to-face and virtual).
Proven ability to clearly and effectively communicate detailed product information and retirement plan services internal/external clients via phone, in person and in writing.
Demonstrated abilities to use
presentation technologies and software such as PowerPoint, Brainshark, WebEx
Possess or obtain FINRA Series 6 and 63 exams, Life/Health and Variable Insurance Licenses within 90 days
The following designations are a value add to the role,
but not required: CPC, QPA, QKA, CEBS/RPA, QPFC and AIF.