Education Consultant I – Bilingual in English & Spanish
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Indianapolis • Minnesota • Missouri • United States
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Salary
💰 $85,000 - $171,000 per year
About the role
- Deliver an outstanding educational experience by conducting on-site and virtual workshops with expertise and passion
- Present and communicate to our plan participants in various mediums and timeframes – 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings
- Regularly partner with key business partners, both internal and external, to ensure that webinars and workshops are fully prepped, and all needed details acquired for a successful plan sponsor and participant experience
- Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records
- Strict adherence to business unit compliance requirements
- An understanding of needed administrative tasks required for the role: Booking travel through Concur, including a knowledge of the travel & expense policy
- Flexibility when it comes to schedules. Travel will often be needed outside of standard business hours
- Conduct triage 1 on 1 appointments with Plan Participants – triage stated need and uncover any unstated needs in order to refer to the appropriate group for a solution
Requirements
- Bachelor’s degree preferred and least 3 years of financial services experience
- Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire
- Customer facing experience
- Demonstrated familiarity with Financial Planning Concepts
- Presentation experience preferred
- Demonstrated ability to independently problem solve/prepare for new challenges
- Willingness to build professional, persuasive presentations with a clear call to action
- Ability to achieve proficiency in fundamental workshop topics across Corporate & TEM
- Bi-lingual/multi-language speaker a plus
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial services experiencefinancial planning conceptspresentation skillsproblem solvingworkshop facilitationattendance record managementtriage appointmentscustomer service
Soft Skills
communicationflexibilitypersuasionindependenceorganizational skills
Certifications
Bachelor's degreeSeries 7Series 66S63S65