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Client Education Consultant

Location: Remote
Compensation: Salary
Reviewed: Wed, Aug 19, 2026
This job expires in: 30 days

Job Summary

Engaging with small and medium-sized clients, the full-time remote Client Education Consultant will deliver training on retirement products, assess client training needs, and collaborate with senior professionals to enhance the user learning experience.

Key responsibilities
  • Delivers trainings on a variety of retirement products to clients
  • Communicates with clients to assess training needs and develops customized training plans
  • Completes follow-up activities and measures the success of learning offerings
Required qualifications
  • Bachelor's degree or equivalent combination of education and relevant experience
  • 2+ years of relevant work experience

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