Retirement Education Specialist
Milliman, Inc. - Little Rock, AR

This job posting is no longer available on Milliman, Inc.. Find similar jobs: Retirement Education Specialist jobs - Milliman jobs

DESCRIPTION

The On-Site Education Specialist is responsible for group and individual employee education meetings on topics related to retirement benefit plans and retirement readiness. Meetings are held at the client work place for groups of 25-75 employees, in addition to one to one personal consultations. The On-Site Education Specialist will assist individual participants in completing transactions, answering questions related to their retirement accounts, but will not provide investment advice.

The On-Site Education Specialist is an important member of our Participant Services team and represents Milliman to clients and their employees. 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.

DUTIES

  • Meet individually with employees to assist them in enrolling in the retirement plan, completing retirement account transactions, and answer questions related to their accounts via the participant website
  • Conduct on-site employee meetings in a manner that is interesting and informative to the audience. Behavior and demeanor reflect positively on Milliman and 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
  • Study and be knowledgeable about the client's retirement plan provisions and investment options
  • Assist in the customization of PowerPoint presentations based on topic templates for meetings, identify meeting handout materials, and coordinate pre-meeting logistics with client
  • Learn retirement planning strategies and be able to communicate them to plan participants
  • Efficiently use Milliman's retirement planning tools designed for plan participants and assist them to understand the basics of investing their retirement accounts
  • Respond to internal calls or email requests to research an account or plan question
  • Completely master the retirement content and be able to answer employee questions accurately and concisely
  • Ensure final work products are high quality and provided in a timely fashion
  • Perform other duties as requested by Milliman or the client
QUALIFICATIONS

  • Experience with and understanding of employee benefit retirement plans is 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 balance and prioritize multiple projects
  • Experience in training and development is a plus
  • Proficient in the use of Microsoft Word, Excel, and PowerPoint
  • Able to work independently while also contributing to team environment
COMPENSATION
A competitive base salary, plus a performance-based incentives bonus tied to the overall business performance. The firm offers an outstanding and comprehensive benefits package.

ABOUT MILLIMAN
Milliman employs more than 2,000 people working in employee benefits, healthcare, life insurance/financial services, and property and casualty insurance. For more than 60 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.

HIRING PRACTICES
Milliman is an equal opportunity employer and strongly supports both ethnic and gender diversity. All employment decisions are based strictly upon qualifications of the individual as related to the work requirements of the position. This policy is applied without regard to race, sex, color, religion, national origin, ancestry, age, handicap, veteran status, marital status, or sexual orientation.
  • Meet individually with employees to assist them in enrolling in the retirement plan, completing retirement account transactions, and answer questions related to their accounts via the participant website
  • Conduct on-site employee meetings in a manner that is interesting and informative to the audience. Behavior and demeanor reflect positively on Milliman and 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
  • Study and be knowledgeable about the client's retirement plan provisions and investment options
  • Assist in the customization of PowerPoint presentations based on topic templates for meetings, identify meeting handout materials, and coordinate pre-meeting logistics with client
  • Learn retirement planning strategies and be able to communicate them to plan participants
  • Efficiently use Milliman's retirement planning tools designed for plan participants and assist them to understand the basics of investing their retirement accounts
  • Respond to internal calls or email requests to research an account or plan question
  • Completely master the retirement content and be able to answer employee questions accurately and concisely
  • Ensure final work products are high quality and provided in a timely fashion
  • Perform other duties as requested by Milliman or the client

Milliman, Inc. - 15 months ago - save job - block
Recommended Jobs
HEALTH PROGRAM SPECIALIST I
Arkansas Department of Health - Little Rock, AR
State of Arkansas - 7 days ago

DHS PROGRAM COORDINATOR
Arkansas Department of Human Services - Little Rock, AR
Arkansas Department of Human Services - 7 days ago

HUMAN RESOURCES SPECIALIST
Department of Veterans Affairs - Little Rock, AR
State of Arkansas - 1 day ago