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On-Site Retirement Educator


in Dallas TX

The On-Site Retirement Educator is responsible for education meetings on topics related to retirement plans and financial wellness for employees of our clients. Meetings are held at the client work place for groups of 25-75 employees, in addition to individual consultations. The On-Site Retirement Educator will assist participants in completing transactions and answering questions related to their retirement accounts. He or she will coordinate with other Milliman consultants who are responsible for client relationships, as well as work with clients directly to determine their education meeting needs. Up to 50% travel may be required. He or she will represent Milliman to clients and their employees.

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.


  • 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.
  • 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 and present the materials to capture the attention and benefit the listener.
  • Show up for all scheduled appointments on time (30 minutes in advance) and well prepared.
  • 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.
  • Assist in the customization of Power Point presentations based on topic templates for meetings, identify meeting handout materials and coordinate pre-meeting logistics with client.
  • Participate in the production of webinars and recorded webcast 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.
  • Send follow up satisfaction emails to all employees whom had face-to-face consult.
  • Initiate and respond to internal calls or email requests to research an account or plan requirement. Follow up on requests in a timely manner to ensure satisfactory conclusion.
  • Ensure final work products are high quality and provided in a timely fashion.
  • Submit daily and monthly reports for audit purposes and client results.
  • Perform other duties as requested by Milliman or client.


  • Experience with and understanding of employee benefit retirement plans is required.
  • Bilingual English / Spanish preferred but not required.
  • Bachelor's degree preferred or equivalent experience required (a degree in Communications or financial field will be considered a plus).
  • Superb communication 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.
  • Able to demonstrate strong organizational skills to track client meeting records and provide summary reports.
  • Ability to converse and conduct group meetings and individual consultations in Spanish may be required.
  • Experience in training and development is a plus.
  • Proficient in the use of Microsoft Windows and Microsoft Office suite (Word, Excel and PowerPoint).


Must 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.


A competitive base salary, plus a performance-based incentives bonus tied to the overall client satisfaction and business metrics. The firm offers 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 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

How to Apply

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This ad has been viewed 525 times. It expires on 9/3/2018.

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