
Retirement Education & Enrollment Specialist
USI Insurance Services, Needham Heights, MA, United States
A financial services firm is seeking a Retirement Education Specialist to schedule and conduct employee presentations aimed at expanding client participation in retirement programs. Key responsibilities include providing feedback to clients, assisting with educational materials, and tracking quarterly investment data. Qualified candidates should have a Bachelor's degree and strong communication skills. The position offers a salary between $75,000 and $85,000, along with a comprehensive benefits package including health care, 401(k), and paid time off.
#J-18808-Ljbffr