Job Summary
A financial services company is searching for a person to fill their position for a Remote Retirement Enrollment Specialist.
Must be able to:
- Prepare client-specific slide decks
- Prepare enrollment education portals to share enrollment materials with plan admins and employees
- Communicate directly with clients to schedule and host enrollment meetings
Must meet the following requirements for consideration:
- Experience creating content, hosting webinars, and presenting training materials
- Excellent organizational and project management skills
- Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
- Bachelor’s degree or equivalent experience
- A passion for process; constantly on the lookout for inefficiencies that can be improved
