Retirement Education Specialist

Voya Financial

Retirement Education Specialist at Voya engaging clients to optimize retirement savings and investment. Delivering educational seminars and maintaining compliance with industry standards.

Posted 6/29/2026full-timePortland • Oregon, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $70,530 - $88,160 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in delivering compliant financial education and motivational seminars, with a strong focus on effective communication and presentation skills. Maintains industry knowledge and compliance through required FINRA licenses and continuing education.

Highest-signal resume keywords

FINRA Licensed (Series 6 or 7 & 63)Public Speaking SkillsFinancial Industry Experience (4–6 Years)Bachelor’s Degree or EquivalentFamiliarity with 401(k), 403(b), and 457 Plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Education DeliveryPresentation CustomizationTraining Measurement System MaintenanceCompliance with Industry StandardsTravel Coordination

Soft Skills

Excellent Written CommunicationExcellent Oral CommunicationMotivational Skills

Tools & Technologies

PowerPoint

Certifications & Qualifications

FINRA Licenses (Series 6 or 7 & 63)Life License (Preferred or Ability to Obtain)

Industry Keywords

Retirement PlansPlan SponsorsContinuing Education ProgramsSales/Advertising PracticesBilingual Spanish (Preferred)

About the role

Key responsibilities & impact

Provide onsite education and motivational seminars on a wide range of financial topics to retirement plan participants and prospective participants.
Customize PowerPoint presentations to reflect specific plan design and plan features.
Maintain industry knowledge through continuing education programs required by FINRA licenses to deliver compliant onsite presentations.
Maintain an onsite training measurement system to track program effectiveness for plan sponsors and internal Voya groups.
Ensure presentation topics and speaking points remain compliant with industry standards and approved sales/advertising practices.
Book travel through corporate‑approved vendors and perform other duties as assigned.
Travel within the region up to 90% of the time.

Requirements

What you’ll need

Bachelor’s degree or equivalent
4–6 years of financial industry experience
FINRA licensed (Series 6 or 7 & 63 required)
Excellent written and oral communication skills
Excellent public speaking skills
Familiarity with 401(k), 403(b), and 457 plans preferred
Life license preferred or ability to obtain within 60 days
Bilingual Spanish preferred

Benefits

Comp & perks

Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
Paid volunteer time — 40 hours per calendar year